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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
LI
76
LRI Investments
Florida
-$4.36K -223 Closed
EP
77
Essential Partners
California
-$1.06K -54 Closed

PFLD Hedge Fund Activity: Q1 2026 in Review

61 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AAM Low Duration Preferred and Income Securities ETF (PFLD) for Q1 2026, worth a combined $239M — down 4.3% from $250M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of PFLD and 12 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 14 added.

The largest buyer was L2 Asset Management, adding an estimated $8.29M. The largest seller was Jane Street, cutting an estimated $5.52M.

  • 61 institutional investors held AAM Low Duration Preferred and Income Securities ETF (PFLD) as of Q1 2026, down from 66 in Q4 2025.
  • Funds reported $239M of AAM Low Duration Preferred and Income Securities ETF stock for Q1 2026, down 4.3% quarter-over-quarter.
  • 12 funds opened new AAM Low Duration Preferred and Income Securities ETF positions in Q1 2026 and 15 closed out, a net change of -3 holders.
  • The largest AAM Low Duration Preferred and Income Securities ETF buyer in Q1 2026 was L2 Asset Management, an estimated $8.29M added.
  • The largest AAM Low Duration Preferred and Income Securities ETF seller in Q1 2026 was Jane Street, an estimated $5.52M sold.

Based on aggregated 13F filings for Q1 2026.