AAM Low Duration Preferred and Income Securities ETF
PFLD
44 hedge funds and large institutions have $128M invested in AAM Low Duration Preferred and Income Securities ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 9 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
12% more capital invested
Capital invested by funds: $115M → $128M (+$13.3M)
3.5% more ownership
Funds ownership: 59.39% → 62.9% (+3.5%)
0% more funds holding
Funds holding: 44 → 44 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
+$5.32M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$5.32M |
| 3 |
Morgan Stanley
New York
|
+$4.62M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.38M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWM
Peterson Wealth Management
Sparks,
Nevada
|
-$2.7M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.94M |
| 3 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
-$1.12M |
| 4 |
KCFA
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
-$575K |
| 5 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
-$384K |
PFLD Hedge Fund Activity: Q3 2023 in Review
44 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AAM Low Duration Preferred and Income Securities ETF (PFLD) for Q3 2023, worth a combined $128M — up 12% from $115M a quarter earlier.
Fund positioning in PFLD was balanced in Q3 2023: 9 funds opened new positions, 9 closed out, 19 added to existing stakes and 12 trimmed.
The largest buyer was Bleakley Financial Group, opening a new position worth an estimated $5.32M. The largest seller was Peterson Wealth Management, exiting entirely with an estimated $2.7M sold.
- 44 institutional investors held AAM Low Duration Preferred and Income Securities ETF (PFLD) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $128M of AAM Low Duration Preferred and Income Securities ETF stock for Q3 2023, up 12% quarter-over-quarter.
- 9 funds opened new AAM Low Duration Preferred and Income Securities ETF positions in Q3 2023 and 9 closed out, a net change of 0 holders.
- The largest AAM Low Duration Preferred and Income Securities ETF buyer in Q3 2023 was Bleakley Financial Group, an estimated $5.32M added.
- The largest AAM Low Duration Preferred and Income Securities ETF seller in Q3 2023 was Peterson Wealth Management, an estimated $2.7M sold.
Based on aggregated 13F filings for Q3 2023.