AAM Low Duration Preferred and Income Securities ETF
PFLD
19 hedge funds and large institutions have $13.5M invested in AAM Low Duration Preferred and Income Securities ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
111% more funds holding
Funds holding: 9 → 19 (+10)
24% more capital invested
Capital invested by funds: $10.9M → $13.5M (+$2.65M)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
35.23% less ownership
Funds ownership: 66.54% → 31.31% (-35%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.71M |
| 2 |
AWM
AllSquare Wealth Management
Albany,
New York
|
+$1.94M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$822K |
| 4 |
DTIM
Danda Trouve Investment Management
Prairie Village,
Kansas
|
+$665K |
| 5 |
CA
CSM Advisors
Warrendale,
Pennsylvania
|
+$632K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.06M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.05M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$373K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$211K |
| 5 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$23.5K |
PFLD Hedge Fund Activity: Q2 2021 in Review
19 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in AAM Low Duration Preferred and Income Securities ETF (PFLD) for Q2 2021, worth a combined $13.5M — up 24% from $10.9M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PFLD positions and 2 closed out — a net gain of 10 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $2.71M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $5.06M.
- 19 institutional investors held AAM Low Duration Preferred and Income Securities ETF (PFLD) as of Q2 2021, up from 9 in Q1 2021.
- Funds reported $13.5M of AAM Low Duration Preferred and Income Securities ETF stock for Q2 2021, up 24% quarter-over-quarter.
- 12 funds opened new AAM Low Duration Preferred and Income Securities ETF positions in Q2 2021 and 2 closed out, a net change of +10 holders.
- The largest AAM Low Duration Preferred and Income Securities ETF buyer in Q2 2021 was Osaic Holdings, an estimated $2.71M added.
- The largest AAM Low Duration Preferred and Income Securities ETF seller in Q2 2021 was Cambridge Investment Research Advisors, an estimated $5.06M sold.
Based on aggregated 13F filings for Q2 2021.