AAM Low Duration Preferred and Income Securities ETF
PFLD
47 hedge funds and large institutions have $213M invested in AAM Low Duration Preferred and Income Securities ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
27% more capital invested
Capital invested by funds: $167M → $213M (+$45.8M)
25% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 16
0.68% more ownership
Funds ownership: 64.29% → 64.97% (+0.68%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 49 → 47 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$27.3M |
| 2 |
Morgan Stanley
New York
|
+$13M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.09M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.23M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WB
Webster Bank
Waterbury,
Connecticut
|
-$2.09M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.79M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$694K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$295K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$225K |
PFLD Hedge Fund Activity: Q2 2024 in Review
47 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in AAM Low Duration Preferred and Income Securities ETF (PFLD) for Q2 2024, worth a combined $213M — up 27% from $167M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PFLD positions and 3 closed out — a net gain of 2 holders — while 20 added to existing stakes and 16 trimmed.
The largest buyer was Wells Fargo, opening a new position worth an estimated $27.3M. The largest seller was Webster Bank, cutting an estimated $2.09M.
- 47 institutional investors held AAM Low Duration Preferred and Income Securities ETF (PFLD) as of Q2 2024, down from 49 in Q1 2024.
- Funds reported $213M of AAM Low Duration Preferred and Income Securities ETF stock for Q2 2024, up 27% quarter-over-quarter.
- 5 funds opened new AAM Low Duration Preferred and Income Securities ETF positions in Q2 2024 and 3 closed out, a net change of +2 holders.
- The largest AAM Low Duration Preferred and Income Securities ETF buyer in Q2 2024 was Wells Fargo, an estimated $27.3M added.
- The largest AAM Low Duration Preferred and Income Securities ETF seller in Q2 2024 was Webster Bank, an estimated $2.09M sold.
Based on aggregated 13F filings for Q2 2024.