AAM Low Duration Preferred and Income Securities ETF
PFLD
65 hedge funds and large institutions have $279M invested in AAM Low Duration Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
3% more funds holding
Funds holding: 63 → 65 (+2)
9% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 22
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.74% less ownership
Funds ownership: 56.88% → 56.14% (-0.74%)
4% less capital invested
Capital invested by funds: $292M → $279M (-$12.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$7.53M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.55M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.44M |
| 4 |
GAM
Gotham Asset Management
New York
|
+$1.06M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$948K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$10.3M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$2.27M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.46M |
| 4 |
LPL Financial
San Diego,
California
|
-$909K |
| 5 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
-$738K |
PFLD Hedge Fund Activity: Q2 2025 in Review
65 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AAM Low Duration Preferred and Income Securities ETF (PFLD) for Q2 2025, worth a combined $279M — down 4.4% from $292M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PFLD positions and 8 closed out — a net gain of 2 holders — while 24 added to existing stakes and 22 trimmed.
The largest buyer was Wells Fargo, adding an estimated $7.53M. The largest seller was Morgan Stanley, cutting an estimated $10.3M.
- 65 institutional investors held AAM Low Duration Preferred and Income Securities ETF (PFLD) as of Q2 2025, up from 63 in Q1 2025.
- Funds reported $279M of AAM Low Duration Preferred and Income Securities ETF stock for Q2 2025, down 4.4% quarter-over-quarter.
- 10 funds opened new AAM Low Duration Preferred and Income Securities ETF positions in Q2 2025 and 8 closed out, a net change of +2 holders.
- The largest AAM Low Duration Preferred and Income Securities ETF buyer in Q2 2025 was Wells Fargo, an estimated $7.53M added.
- The largest AAM Low Duration Preferred and Income Securities ETF seller in Q2 2025 was Morgan Stanley, an estimated $10.3M sold.
Based on aggregated 13F filings for Q2 2025.