PFLD icon

AAM Low Duration Preferred and Income Securities ETF

48 hedge funds and large institutions have $181M invested in AAM Low Duration Preferred and Income Securities ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
16
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$94.5M 4,521,882 +2,659,719 +143%
LPL Financial
2
LPL Financial
California
$11.8M 565,694 -24,454 -4%
RRWA
3
Rainey & Randall Wealth Advisors
Florida
$11.5M 542,780 +56,758 +12%
Stifel Financial
4
Stifel Financial
Missouri
$6.12M 293,198 +8,913 +3%
SS
5
Simplicity Solutions
Minnesota
$5.25M 251,248 -2,557 -1%
BFG
6
Bleakley Financial Group
New Jersey
$5.25M 251,248 -2,557 -1%
CAN
7
Cetera Advisor Networks
California
$5.22M 249,907 -61,245 -20%
JIP
8
Jaffetilchin Investment Partners
Florida
$4.9M 234,493 -184,053 -44%
AWM
9
AllSquare Wealth Management
New York
$4.56M 218,312 -5,318 -2%
SIS
10
Sound Income Strategies
Florida
$4.43M 211,923 +8,006 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.82M 183,079 +47,201 +35%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$2.92M 139,624 +16,896 +14%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.69M 128,970 +36,427 +39%
RJA
14
Raymond James & Associates
Florida
$2.43M 116,113 -8,938 -7%
WB
15
Webster Bank
Connecticut
$2.31M 110,537 -1,244 -1%
AAS
16
Avantax Advisory Services
Texas
$2.14M 102,643 -1,677 -2%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.73M 82,826 +16,924 +26%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.49M 71,491 +14,693 +26%
KCFA
19
Key Client Fiduciary Advisors
New Jersey
$1.18M 56,648 -20,328 -26%
KAS
20
Kestra Advisory Services
Texas
$1.14M 54,342 -765 -1%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$730K 34,937 +5,827 +20%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$656K 31,393 +1,289 +4%
CA
23
CSM Advisors
Pennsylvania
$523K 25,000
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$404K 19,350 +8,937 +86%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$368K 17,637 +17,637 New