AAM Low Duration Preferred and Income Securities ETF
PFLD
44 hedge funds and large institutions have $76.7M invested in AAM Low Duration Preferred and Income Securities ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
113% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 8
22% more funds holding
Funds holding: 36 → 44 (+8)
12% more capital invested
Capital invested by funds: $68.7M → $76.7M (+$8.05M)
5.5% more ownership
Funds ownership: 44.52% → 50.01% (+5.5%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.92M |
| 2 |
CAG
Curtis Advisory Group
Santa Barbara,
California
|
+$876K |
| 3 |
LPL Financial
San Diego,
California
|
+$633K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$609K |
| 5 |
EP
Eudaimonia Partners
Winchester,
Tennessee
|
+$428K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCFA
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
-$980K |
| 2 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$285K |
| 3 |
CWAF
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
-$283K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$271K |
| 5 |
Jane Street
New York
|
-$211K |
PFLD Hedge Fund Activity: Q2 2022 in Review
44 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in AAM Low Duration Preferred and Income Securities ETF (PFLD) for Q2 2022, worth a combined $76.7M — up 12% from $68.7M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PFLD positions and 4 closed out — a net gain of 8 holders — while 17 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $8.92M. The largest seller was Key Client Fiduciary Advisors, cutting an estimated $980K.
- 44 institutional investors held AAM Low Duration Preferred and Income Securities ETF (PFLD) as of Q2 2022, up from 36 in Q1 2022.
- Funds reported $76.7M of AAM Low Duration Preferred and Income Securities ETF stock for Q2 2022, up 12% quarter-over-quarter.
- 12 funds opened new AAM Low Duration Preferred and Income Securities ETF positions in Q2 2022 and 4 closed out, a net change of +8 holders.
- The largest AAM Low Duration Preferred and Income Securities ETF buyer in Q2 2022 was Morgan Stanley, an estimated $8.92M added.
- The largest AAM Low Duration Preferred and Income Securities ETF seller in Q2 2022 was Key Client Fiduciary Advisors, an estimated $980K sold.
Based on aggregated 13F filings for Q2 2022.