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AAM Low Duration Preferred and Income Securities ETF

46 hedge funds and large institutions have $212M 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, 15 reducing their positions, and 3 closing their positions.

Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
20
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$79.9M 3,801,544 +617,129 +19%
Wells Fargo
2
Wells Fargo
California
$27.3M 1,297,025 +1,297,025 New
LPL Financial
3
LPL Financial
California
$14.8M 703,525 +58,557 +9%
RRWA
4
Rainey & Randall Wealth Advisors
Florida
$12.6M 597,740 +43,252 +8%
CAS
5
Coppell Advisory Solutions
Texas
$8.51M 405,064 +405,064 New
Stifel Financial
6
Stifel Financial
Missouri
$7.15M 340,287 +18,890 +6%
SIS
7
Sound Income Strategies
Florida
$5.16M 245,471 +8,742 +4%
SW
8
Simplicity Wealth
New Jersey
$4.98M 237,049 -895 -0.4%
BFG
9
Bleakley Financial Group
New Jersey
$4.98M 237,049 -895 -0.4%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.59M 218,347 +27,554 +14%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$4.53M 215,599 -32,989 -13%
AWM
12
AllSquare Wealth Management
New York
$4.47M 212,849 -4,777 -2%
RJA
13
Raymond James & Associates
Florida
$4.33M 205,950 +50,772 +33%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.16M 197,720 -84,935 -30%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$3.38M 160,999 +4,520 +3%
CAG
16
Curtis Advisory Group
California
$2.83M 134,624
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.47M 117,605 +99,483 +549%
AAS
18
Avantax Advisory Services
Texas
$2.15M 102,251 -2,433 -2%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.61M 76,625 -4,063 -5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.49M 70,944 +9,914 +16%
KAS
21
Kestra Advisory Services
Texas
$1.25M 59,394 +5,634 +10%
KCFA
22
Key Client Fiduciary Advisors
New Jersey
$1.15M 54,648 -1,900 -3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.14M 54,312 +11,024 +25%
IA
24
IFP Advisors
Florida
$1.01M 48,286 +48,286 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$805K 38,318 +1,417 +4%