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AAM Low Duration Preferred and Income Securities ETF

44 hedge funds and large institutions have $115M invested in AAM Low Duration Preferred and Income Securities ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
44
Holders Change
-3
Holders Change %
-6.38%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
2
Increased
18
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$34.4M 1,641,675 +170,301 +12%
LPL Financial
2
LPL Financial
California
$11.2M 533,500 +20,585 +4%
RRWA
3
Rainey & Randall Wealth Advisors
Florida
$9.31M 444,423 -941 -0.2%
JIP
4
Jaffetilchin Investment Partners
Florida
$8.67M 414,007 +100,342 +32%
CAN
5
Cetera Advisor Networks
California
$6.17M 294,692 +1,459 +0.5%
Stifel Financial
6
Stifel Financial
Missouri
$5.87M 280,284 -57,767 -17%
AWM
7
AllSquare Wealth Management
New York
$4.57M 223,734
SIS
8
Sound Income Strategies
Florida
$4.08M 194,740 +1,944 +1%
PWM
9
Peterson Wealth Management
Nevada
$2.7M 129,077 -55,127 -30%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.55M 121,886 +7,128 +6%
RJA
11
Raymond James & Associates
Florida
$2.4M 114,706 +4,527 +4%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$2.4M 114,376 +27,961 +32%
WB
13
Webster Bank
Connecticut
$2.31M 110,358 +102,523 +1,309%
AAS
14
Avantax Advisory Services
Texas
$2.25M 107,248 +1,878 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.2M 105,142 -13,571 -11%
KCFA
16
Key Client Fiduciary Advisors
New Jersey
$2.19M 104,433 -4,020 -4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.95M 93,190 +5,445 +6%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.31M 62,770 +16,210 +35%
KAS
19
Kestra Advisory Services
Texas
$1.23M 58,873 -6,103 -9%
AP
20
Atwood & Palmer
Missouri
$1.12M 53,436 -10,675 -17%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$829K 39,590 -22,571 -36%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$540K 25,774 -9,940 -28%
CA
23
CSM Advisors
Pennsylvania
$523K 25,000
AAS
24
Ameritas Advisory Services
Nebraska
$472K 22,631 +7,428 +49%
LNC
25
Lincoln National Corp
Pennsylvania
$403K 19,230 -14,177 -42%