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AAM Low Duration Preferred and Income Securities ETF

53 hedge funds and large institutions have $103M invested in AAM Low Duration Preferred and Income Securities ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 24 reducing their positions, and 3 closing their positions.

Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
0.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
10
Reduced
24
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.5M 1,182,810 +333,621 +39%
RRWA
2
Rainey & Randall Wealth Advisors
Florida
$9.36M 451,576 +451,576 New
LPL Financial
3
LPL Financial
California
$9.16M 442,038 +72,263 +20%
Stifel Financial
4
Stifel Financial
Missouri
$6.64M 320,520 -39,975 -11%
CWP
5
Cyndeo Wealth Partners
Florida
$6.63M 319,987 +319,987 New
CAN
6
Cetera Advisor Networks
California
$6.31M 304,479 +5,070 +2%
AWM
7
AllSquare Wealth Management
New York
$4.66M 224,560 -3,258 -1%
PWM
8
Peterson Wealth Management
Nevada
$3.87M 186,571 -11,457 -6%
SIS
9
Sound Income Strategies
Florida
$3.14M 151,539 +151,539 New
Osaic Holdings
10
Osaic Holdings
Arizona
$3.01M 145,414 -24,633 -14%
RJA
11
Raymond James & Associates
Florida
$2.73M 131,717 -3,650 -3%
KCFA
12
Key Client Fiduciary Advisors
New Jersey
$2.5M 120,388 -12,538 -9%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.19M 105,807 +105,807 New
AAS
14
Avantax Advisory Services
Texas
$2.06M 99,156 +20,806 +27%
KAS
15
Kestra Advisory Services
Texas
$1.95M 94,032 -36,981 -28%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.8M 86,710 -1,552 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.77M 85,296 -11,892 -12%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$1.39M 67,258 +67,258 New
AP
19
Atwood & Palmer
Missouri
$1.34M 64,611 -9,815 -13%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$958K 46,234 -19,456 -30%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$791K 38,182 -15,500 -29%
TYCC
22
Texas Yale Capital Corp
Florida
$602K 29,046 -200,054 -87%
CA
23
CSM Advisors
Pennsylvania
$518K 25,000
FHA
24
Flagship Harbor Advisors
Massachusetts
$512K 24,696 -12 -0%
AAS
25
Ameritas Advisory Services
Nebraska
$504K 24,329 +11,931 +96%