AAM Low Duration Preferred and Income Securities ETF
PFLD
49 hedge funds and large institutions have $167M invested in AAM Low Duration Preferred and Income Securities ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 9 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 13
25% more capital invested
Capital invested by funds: $134M → $167M (+$33.1M)
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
1.85% more ownership
Funds ownership: 62.43% → 64.29% (+1.9%)
0% more funds holding
Funds holding: 49 → 49 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19.5M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$5.25M |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$5.03M |
| 4 |
CAG
Curtis Advisory Group
Santa Barbara,
California
|
+$2.84M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$4.6M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.17M |
| 3 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
-$281K |
| 4 |
WB
Webster Bank
Waterbury,
Connecticut
|
-$234K |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$225K |
PFLD Hedge Fund Activity: Q1 2024 in Review
49 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in AAM Low Duration Preferred and Income Securities ETF (PFLD) for Q1 2024, worth a combined $167M — up 25% from $134M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PFLD positions and 9 closed out — a net gain of 1 holder — while 22 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $19.5M. The largest seller was Jaffetilchin Investment Partners, cutting an estimated $4.6M.
- 49 institutional investors held AAM Low Duration Preferred and Income Securities ETF (PFLD) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $167M of AAM Low Duration Preferred and Income Securities ETF stock for Q1 2024, up 25% quarter-over-quarter.
- 10 funds opened new AAM Low Duration Preferred and Income Securities ETF positions in Q1 2024 and 9 closed out, a net change of +1 holder.
- The largest AAM Low Duration Preferred and Income Securities ETF buyer in Q1 2024 was Morgan Stanley, an estimated $19.5M added.
- The largest AAM Low Duration Preferred and Income Securities ETF seller in Q1 2024 was Jaffetilchin Investment Partners, an estimated $4.6M sold.
Based on aggregated 13F filings for Q1 2024.