AAM Low Duration Preferred and Income Securities ETF
PFLD
9 hedge funds and large institutions have $6.37M invested in AAM Low Duration Preferred and Income Securities ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 0 closing their positions.
1,410% more capital invested
Capital invested by funds: $422K → $6.37M (+$5.95M)
350% more funds holding
Funds holding: 2 → 9 (+7)
53.43% more ownership
Funds ownership: 13.42% → 66.85% (+53%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.89M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$637K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$171K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$53.7K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$22.1K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $5M | +$4.89M | +199,282 | New |
|
|
KAS
2
Kestra Advisory Services
Austin,
Texas
| $1.05M | +$637K | +25,934 | +161% |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $175K | +$171K | +6,970 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $55K | +$53.7K | +2,188 | New |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $43K | +$9.82K | +400 | +31% |
|
|
6
Wells Fargo
San Francisco,
California
| $23K | +$22.1K | +900 | New |
|
|
JPLA
7
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $20K | +$19.6K | +800 | New |
|
8
Bank of America
Charlotte,
North Carolina
| $3K | +$2.58K | +105 | New |
|
9
Fidelity Investments
Boston,
Massachusetts
| – | +$25 | +1 | New |
|
PFLD Hedge Fund Activity: Q4 2020 in Review
9 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AAM Low Duration Preferred and Income Securities ETF (PFLD) for Q4 2020, worth a combined $6.37M — up 1,410% from $422K a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PFLD positions and 0 closed out — a net gain of 7 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $4.89M.
- 9 institutional investors held AAM Low Duration Preferred and Income Securities ETF (PFLD) as of Q4 2020, up from 2 in Q3 2020.
- Funds reported $6.37M of AAM Low Duration Preferred and Income Securities ETF stock for Q4 2020, up 1,410% quarter-over-quarter.
- 7 funds opened new AAM Low Duration Preferred and Income Securities ETF positions in Q4 2020 and 0 closed out, a net change of +7 holders.
- The largest AAM Low Duration Preferred and Income Securities ETF buyer in Q4 2020 was Cambridge Investment Research Advisors, an estimated $4.89M added.
Based on aggregated 13F filings for Q4 2020.