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AAM Low Duration Preferred and Income Securities ETF

47 hedge funds and large institutions have $126M invested in AAM Low Duration Preferred and Income Securities ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
47
Holders Change
-6
Holders Change %
-11.32%
% of All Funds
0.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
18
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$31M 1,471,374 +288,564 +24%
CWP
2
Cyndeo Wealth Partners
Florida
$13.8M 657,592 +337,605 +106%
LPL Financial
3
LPL Financial
California
$10.8M 512,915 +70,877 +16%
RRWA
4
Rainey & Randall Wealth Advisors
Florida
$9.38M 445,364 -6,212 -1%
Stifel Financial
5
Stifel Financial
Missouri
$7.12M 338,051 +17,531 +5%
JIP
6
Jaffetilchin Investment Partners
Florida
$6.61M 313,665 +313,665 New
CAN
7
Cetera Advisor Networks
California
$6.18M 293,233 -11,246 -4%
AWM
8
AllSquare Wealth Management
New York
$4.71M 223,734 -826 -0.4%
SIS
9
Sound Income Strategies
Florida
$4.06M 192,796 +41,257 +27%
PWM
10
Peterson Wealth Management
Nevada
$3.88M 184,204 -2,367 -1%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.5M 118,713 -26,701 -18%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.42M 114,758 +8,951 +8%
RJA
13
Raymond James & Associates
Florida
$2.32M 110,179 -21,538 -16%
KCFA
14
Key Client Fiduciary Advisors
New Jersey
$2.28M 108,453 -11,935 -10%
AAS
15
Avantax Advisory Services
Texas
$2.22M 105,370 +6,214 +6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.85M 87,745 +2,449 +3%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$1.82M 86,415 +19,157 +28%
KAS
18
Kestra Advisory Services
Texas
$1.37M 64,976 -29,056 -31%
AP
19
Atwood & Palmer
Missouri
$1.35M 64,111 -500 -0.8%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.31M 62,161 -24,549 -28%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$981K 46,560 +326 +0.7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$752K 35,714 +18,078 +103%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$730K 34,700 -3,482 -9%
LNC
24
Lincoln National Corp
Pennsylvania
$704K 33,407 +22,190 +198%
TYCC
25
Texas Yale Capital Corp
Florida
$557K 26,458 -2,588 -9%