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AAM Low Duration Preferred and Income Securities ETF

59 hedge funds and large institutions have $238M 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, 13 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

48% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 25

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
59
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
AAM
51
Advisors Asset Management
Colorado
$11.7K
IA
52
IFG Advisory
Georgia
$10.3K
KCM
53
Key Capital Management
Tennessee
$9.12K
MWA
54
Medallion Wealth Advisors
Connecticut
$6.64K
HDIM
55
Hanson & Doremus Investment Management
Vermont
$4K
SWP
56
Strategic Wealth Partners
Ohio
$2.9K
CA
57
CoreCap Advisors
Michigan
$1.94K
PCA
58
PMV Capital Advisers
Texas
$169
MWA
59
Merkkuri Wealth Advisors
New York
$17
JP Morgan Chase
60
JP Morgan Chase
New York
$3
IWC
61
Integrated Wealth Concepts
Massachusetts
ABWM
62
Alpine Bank Wealth Management
Colorado
HIP
63
HUB Investment Partners
Texas
NWMG
64
National Wealth Management Group
Ohio
GFPC
65
Global Financial Private Client
Florida
CAS
66
Coppell Advisory Solutions
Texas
OPWM
67
Oregon Pacific Wealth Management
Oregon
JWCA
68
J.W. Cole Advisors
Florida
GIA
69
Gladstone Institutional Advisory
Florida
PAG
70
Private Advisor Group
New Jersey
FLPIM
71
F.L. Putnam Investment Management
Massachusetts
HH
72
Hilltop Holdings
Texas
AF
73
Allworth Financial
California
NA
74
NewEdge Advisors
Louisiana
LI
75
LRI Investments
Florida