We are live on ! Find out more
PFLD icon

AAM Low Duration Preferred and Income Securities ETF

61 hedge funds and large institutions have $239M invested in AAM Low Duration Preferred and Income Securities ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.47% more ownership

Funds ownership: 54.96%56.43% (+1.5%)

4% less capital invested

Capital invested by funds: $250M → $239M (-$10.8M)

8% less funds holding

Funds holding: 6661 (-5)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

44% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 25

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
61
Holders Change
-5
Holders Change %
-7.58%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
14
Reduced
25
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
51
Bessemer Group
New Jersey
$12K
AAM
52
Advisors Asset Management
Colorado
$11.7K +$11.9K +607 New
IA
53
IFG Advisory
Georgia
$10.3K +$10.5K +533 New
KCM
54
Key Capital Management
Tennessee
$9.12K +$9.11K +463 +5,788%
NA
55
NewEdge Advisors
Louisiana
$8.69K
MWA
56
Medallion Wealth Advisors
Connecticut
$6.64K
HDIM
57
Hanson & Doremus Investment Management
Vermont
$4K +$3.6K +183 New
SWP
58
Strategic Wealth Partners
Ohio
$2.9K
CA
59
CoreCap Advisors
Michigan
$1.94K
PCA
60
PMV Capital Advisers
Texas
$169 +$177 +9 New
MWA
61
Merkkuri Wealth Advisors
New York
$17 +$20 +1 New
JP Morgan Chase
62
JP Morgan Chase
New York
$3
IWC
63
Integrated Wealth Concepts
Massachusetts
-$836K -42,715 Closed
ABWM
64
Alpine Bank Wealth Management
Colorado
-$814K -41,599 Closed
HIP
65
HUB Investment Partners
Texas
-$470K -24,012 Closed
NWMG
66
National Wealth Management Group
Ohio
-$441K -22,565 Closed
GFPC
67
Global Financial Private Client
Florida
-$416K -21,287 Closed
CAS
68
Coppell Advisory Solutions
Texas
-$409K -20,779 Closed
OPWM
69
Oregon Pacific Wealth Management
Oregon
-$356K -18,213 Closed
JWCA
70
J.W. Cole Advisors
Florida
-$289K -14,783 Closed
GIA
71
Gladstone Institutional Advisory
Florida
-$285K -14,555 Closed
PAG
72
Private Advisor Group
New Jersey
-$284K -14,527 Closed
FLPIM
73
F.L. Putnam Investment Management
Massachusetts
-$250K -12,782 Closed
HH
74
Hilltop Holdings
Texas
-$236K -12,062 Closed
AF
75
Allworth Financial
California
-$10.4K -533 Closed