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AAM Low Duration Preferred and Income Securities ETF

43 hedge funds and large institutions have $127M invested in AAM Low Duration Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
19
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$38.7M 1,862,163 +220,488 +13%
LPL Financial
2
LPL Financial
California
$12.3M 590,148 +56,648 +11%
RRWA
3
Rainey & Randall Wealth Advisors
Florida
$10.1M 486,022 +41,599 +9%
JIP
4
Jaffetilchin Investment Partners
Florida
$8.71M 418,546 +4,539 +1%
CAN
5
Cetera Advisor Networks
California
$6.47M 311,152 +16,460 +6%
Stifel Financial
6
Stifel Financial
Missouri
$5.91M 284,285 +4,001 +1%
BFG
7
Bleakley Financial Group
New Jersey
$5.28M 253,805 +253,805 New
SS
8
Simplicity Solutions
Minnesota
$5.28M 253,805 +253,805 New
AWM
9
AllSquare Wealth Management
New York
$4.65M 223,630 -104 -0%
SIS
10
Sound Income Strategies
Florida
$4.24M 203,917 +9,177 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.83M 135,878 +30,736 +29%
RJA
12
Raymond James & Associates
Florida
$2.6M 125,051 +10,345 +9%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$2.55M 122,728 +8,352 +7%
WB
14
Webster Bank
Connecticut
$2.33M 111,781 +1,423 +1%
AAS
15
Avantax Advisory Services
Texas
$2.17M 104,320 -2,928 -3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.93M 92,543 -647 -0.7%
KCFA
17
Key Client Fiduciary Advisors
New Jersey
$1.6M 76,976 -27,457 -26%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.37M 65,902 +65,902 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.18M 56,798 -5,972 -10%
KAS
20
Kestra Advisory Services
Texas
$1.15M 55,107 -3,766 -6%
Citadel Advisors
21
Citadel Advisors
Florida
$715K 34,357 +34,357 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$659K 31,695 -7,895 -20%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$626K 30,104 +4,330 +17%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$605K 29,110 -92,776 -76%
CA
25
CSM Advisors
Pennsylvania
$519K 25,000