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AAM Low Duration Preferred and Income Securities ETF

36 hedge funds and large institutions have $68.7M invested in AAM Low Duration Preferred and Income Securities ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
16
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Stifel Financial
1
Stifel Financial
Missouri
$8.58M 360,477 +50,340 +16%
LPL Financial
2
LPL Financial
California
$8.47M 355,938 +191,965 +117%
TYCC
3
Texas Yale Capital Corp
Florida
$7.65M 321,260 +321,260 New
CAN
4
Cetera Advisor Networks
California
$5.93M 249,167 +93,400 +60%
AWM
5
AllSquare Wealth Management
New York
$5.1M 214,077 -2,277 -1%
KCFA
6
Key Client Fiduciary Advisors
New Jersey
$4.41M 185,129 +84,754 +84%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.05M 168,127 -19,816 -11%
RJA
8
Raymond James & Associates
Florida
$2.76M 115,914 +62,167 +116%
KAS
9
Kestra Advisory Services
Texas
$2.65M 111,443 -89,896 -45%
AP
10
Atwood & Palmer
Missouri
$2.4M 100,995 +16,830 +20%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.12M 89,112 -25,101 -22%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$1.54M 64,857 +14,050 +28%
AAS
13
Avantax Advisory Services
Texas
$1.42M 59,856 +7,659 +15%
PWM
14
Peterson Wealth Management
Nevada
$1.41M 59,057 +59,057 New
DTIM
15
Danda Trouve Investment Management
Kansas
$1.4M 58,988 +1,400 +2%
NA
16
NewEdge Advisors
Louisiana
$1.19M 50,044 +24,709 +98%
FHA
17
Flagship Harbor Advisors
Massachusetts
$1.06M 44,469 -8,983 -17%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.01M 42,230 +3,900 +10%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$920K 38,660 +5,937 +18%
Truist Financial
20
Truist Financial
North Carolina
$597K 25,064 -4,890 -16%
CA
21
CSM Advisors
Pennsylvania
$595K 25,000
LNC
22
Lincoln National Corp
Pennsylvania
$563K 23,659 +23,659 New
FWM
23
Frontier Wealth Management
Missouri
$537K 23,000 +23,000 New
CWA
24
Core Wealth Advisors
Florida
$487K 20,481 +5,289 +35%
WS
25
Wedbush Securities
California
$448K 18,805 -8,600 -31%