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AAM Low Duration Preferred and Income Securities ETF

48 hedge funds and large institutions have $166M 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, 20 increasing their positions, 14 reducing their positions, and 9 closing their positions.

Holders
48
Holders Change
Holders Change %
0%
% 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
10
Increased
20
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$67.4M 3,184,415 -1,337,467 -30%
LPL Financial
2
LPL Financial
California
$13.6M 644,968 +79,274 +14%
RRWA
3
Rainey & Randall Wealth Advisors
Florida
$11.8M 554,488 +11,708 +2%
Stifel Financial
4
Stifel Financial
Missouri
$6.8M 321,397 +28,199 +10%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.98M 282,655 +99,576 +54%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$5.26M 248,588 +248,588 New
CAN
7
Cetera Advisor Networks
California
$5.11M 241,385 -8,522 -3%
BFG
8
Bleakley Financial Group
New Jersey
$5.03M 237,944 -13,304 -5%
SW
9
Simplicity Wealth
New Jersey
$5.03M 237,944 +237,944 New
SIS
10
Sound Income Strategies
Florida
$5.01M 236,729 +24,806 +12%
AWM
11
AllSquare Wealth Management
New York
$4.6M 217,626 -686 -0.3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.04M 190,793 +61,823 +48%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$3.31M 156,479 +16,855 +12%
RJA
14
Raymond James & Associates
Florida
$3.28M 155,178 +39,065 +34%
CAG
15
Curtis Advisory Group
California
$2.85M 134,624 +134,624 New
AAS
16
Avantax Advisory Services
Texas
$2.21M 104,684 +2,041 +2%
WB
17
Webster Bank
Connecticut
$2.1M 99,457 -11,080 -10%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.71M 80,688 +9,197 +13%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.29M 61,030 +29,637 +94%
KCFA
20
Key Client Fiduciary Advisors
New Jersey
$1.2M 56,548 -100 -0.2%
KAS
21
Kestra Advisory Services
Texas
$1.14M 53,760 -582 -1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$916K 43,288 +8,351 +24%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$780K 36,901 +19,904 +117%
MML Investors Services
24
MML Investors Services
Massachusetts
$576K 27,236 -55,590 -67%
CA
25
CSM Advisors
Pennsylvania
$529K 25,000