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AAM Low Duration Preferred and Income Securities ETF

45 hedge funds and large institutions have $85.3M invested in AAM Low Duration Preferred and Income Securities ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.78%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
7
Increased
17
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18.1M 849,189 +455,252 +116%
LPL Financial
2
LPL Financial
California
$7.87M 369,775 -14,112 -4%
Stifel Financial
3
Stifel Financial
Missouri
$7.68M 360,495 -5,550 -2%
CAN
4
Cetera Advisor Networks
California
$6.37M 299,409 +23,379 +8%
TYCC
5
Texas Yale Capital Corp
Florida
$4.88M 229,100 -102,295 -31%
AWM
6
AllSquare Wealth Management
New York
$4.85M 227,818 +9,275 +4%
PWM
7
Peterson Wealth Management
Nevada
$4.22M 198,028 +124,525 +169%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.62M 170,047 +7,500 +5%
RJA
9
Raymond James & Associates
Florida
$2.88M 135,367 +1,453 +1%
KCFA
10
Key Client Fiduciary Advisors
New Jersey
$2.83M 132,926 -8,930 -6%
KAS
11
Kestra Advisory Services
Texas
$2.79M 131,013 +31,552 +32%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.07M 97,188 +117 +0.1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.88M 88,262 +40,239 +84%
AAS
14
Avantax Advisory Services
Texas
$1.67M 78,350 +12,889 +20%
AP
15
Atwood & Palmer
Missouri
$1.59M 74,426 -27,844 -27%
DTIM
16
Danda Trouve Investment Management
Kansas
$1.4M 65,758 +4,304 +7%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.4M 65,690 +5,137 +8%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$1.14M 53,682 -3,000 -5%
Jane Street
19
Jane Street
New York
$973K 45,706 +45,706 New
CAG
20
Curtis Advisory Group
California
$851K 39,973 +1,301 +3%
NA
21
NewEdge Advisors
Louisiana
$798K 37,468 -4,464 -11%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$571K 26,799 +14,889 +125%
CA
23
CSM Advisors
Pennsylvania
$532K 25,000
FHA
24
Flagship Harbor Advisors
Massachusetts
$526K 24,708 -7,184 -23%
LNC
25
Lincoln National Corp
Pennsylvania
$491K 23,066 -9,293 -29%