AAM Low Duration Preferred and Income Securities ETF
PFLD
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.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
42% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 12
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
11% more capital invested
Capital invested by funds: $76.7M → $85.3M (+$8.59M)
3.43% more ownership
Funds ownership: 50.01% → 53.44% (+3.4%)
2% more funds holding
Funds holding: 44 → 45 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.1M |
| 2 |
PWM
Peterson Wealth Management
Sparks,
Nevada
|
+$2.77M |
| 3 |
Jane Street
New York
|
+$1.02M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$896K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$702K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
-$2.28M |
| 2 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
-$620K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$557K |
| 4 |
LPL Financial
San Diego,
California
|
-$314K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$262K |
PFLD Hedge Fund Activity: Q3 2022 in Review
45 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in AAM Low Duration Preferred and Income Securities ETF (PFLD) for Q3 2022, worth a combined $85.3M — up 11% from $76.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PFLD positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.1M. The largest seller was Texas Yale Capital Corp, cutting an estimated $2.28M.
- 45 institutional investors held AAM Low Duration Preferred and Income Securities ETF (PFLD) as of Q3 2022, up from 44 in Q2 2022.
- Funds reported $85.3M of AAM Low Duration Preferred and Income Securities ETF stock for Q3 2022, up 11% quarter-over-quarter.
- 7 funds opened new AAM Low Duration Preferred and Income Securities ETF positions in Q3 2022 and 5 closed out, a net change of +2 holders.
- The largest AAM Low Duration Preferred and Income Securities ETF buyer in Q3 2022 was Morgan Stanley, an estimated $10.1M added.
- The largest AAM Low Duration Preferred and Income Securities ETF seller in Q3 2022 was Texas Yale Capital Corp, an estimated $2.28M sold.
Based on aggregated 13F filings for Q3 2022.