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AAM Low Duration Preferred and Income Securities ETF

49 hedge funds and large institutions have $253M invested in AAM Low Duration Preferred and Income Securities ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
22
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$109M 5,154,936 +1,353,392 +36%
Wells Fargo
2
Wells Fargo
California
$32.9M 1,554,669 +257,644 +20%
LPL Financial
3
LPL Financial
California
$16.8M 791,511 +87,986 +13%
RRWA
4
Rainey & Randall Wealth Advisors
Florida
$12.9M 605,583 +7,843 +1%
CAS
5
Coppell Advisory Solutions
Texas
$10.2M 481,975 +76,911 +19%
Stifel Financial
6
Stifel Financial
Missouri
$7.88M 371,854 +31,567 +9%
RJA
7
Raymond James & Associates
Florida
$6.27M 295,799 +89,849 +44%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.67M 267,861 +70,141 +35%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$5.3M 249,988 +31,641 +14%
SIS
10
Sound Income Strategies
Florida
$5.18M 244,547 -924 -0.4%
AWM
11
AllSquare Wealth Management
New York
$4.5M 212,411 -438 -0.2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$4.21M 198,728 -16,871 -8%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$3.31M 156,131 -4,868 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.29M 155,252 +84,308 +119%
CAG
15
Curtis Advisory Group
California
$2.85M 134,624
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.66M 125,793 +71,481 +132%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.53M 119,368 +1,763 +1%
AAS
18
Avantax Advisory Services
Texas
$1.96M 92,333 -9,918 -10%
Mariner
19
Mariner
Kansas
$1.58M 74,388 +74,388 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.21M 57,077 -19,548 -26%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.12M 53,000 +14,682 +38%
KAS
22
Kestra Advisory Services
Texas
$1.08M 51,217 -8,177 -14%
KCFA
23
Key Client Fiduciary Advisors
New Jersey
$1.05M 49,598 -5,050 -9%
IA
24
IFP Advisors
Florida
$1.02M 48,286
CWM
25
Cornerstone Wealth Management
Missouri
$1.01M 47,696 +47,696 New