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AAM Low Duration Preferred and Income Securities ETF

66 hedge funds and large institutions have $250M invested in AAM Low Duration Preferred and Income Securities ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $275M → $250M (-$25.4M)

38% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 29

Holders
66
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$137K
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$83.5K
AWM
53
AE Wealth Management
Kansas
$46K
MPWT
54
MassMutual Private Wealth & Trust
Connecticut
$33.7K
WB
55
Webster Bank
Connecticut
$26.7K
FFA
56
Farther Finance Advisors
California
$24.4K
GRP
57
Global Retirement Partners
California
$19.8K
Bessemer Group
58
Bessemer Group
New Jersey
$12K
AF
59
Allworth Financial
California
$10.4K
NA
60
NewEdge Advisors
Louisiana
$8.79K
MWA
61
Medallion Wealth Advisors
Connecticut
$6.71K
LI
62
LRI Investments
Florida
$4.36K
SWP
63
Strategic Wealth Partners
Ohio
$2.94K
CA
64
CoreCap Advisors
Michigan
$1.96K
EP
65
Essential Partners
California
$1.06K
KCM
66
Key Capital Management
Tennessee
$157
JP Morgan Chase
67
JP Morgan Chase
New York
$3
FCP
68
Fidelis Capital Partners
Florida
AWM
69
Apollon Wealth Management
South Carolina
Bank of America
70
Bank of America
North Carolina
CA
71
CSM Advisors
Pennsylvania
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
ASN
73
Advisory Services Network
Georgia
PS
74
Principal Securities
Iowa
JSAM
75
J. Safra Asset Management
New York