PFLD icon

AAM Low Duration Preferred and Income Securities ETF

59 hedge funds and large institutions have $272M invested in AAM Low Duration Preferred and Income Securities ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
59
Holders Change
+10
Holders Change %
+20.41%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
28
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$108M 5,248,739 +93,803 +2%
Wells Fargo
2
Wells Fargo
California
$37.8M 1,838,973 +284,304 +18%
LPL Financial
3
LPL Financial
California
$18.1M 882,502 +90,991 +11%
RRWA
4
Rainey & Randall Wealth Advisors
Florida
$13.6M 654,477 +48,894 +8%
CAS
5
Coppell Advisory Solutions
Texas
$11.3M 548,557 +66,582 +14%
Raymond James Financial
6
Raymond James Financial
Florida
$10.7M 518,957 +518,957 New
Osaic Holdings
7
Osaic Holdings
Arizona
$7.52M 365,794 +97,933 +37%
Stifel Financial
8
Stifel Financial
Missouri
$6.82M 331,917 -39,937 -11%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.72M 277,960 +122,708 +79%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$5.65M 274,733 +24,745 +10%
SIS
11
Sound Income Strategies
Florida
$5.3M 258,024 +13,477 +6%
AWM
12
AllSquare Wealth Management
New York
$4.21M 204,833 -7,578 -4%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.81M 185,300 -13,428 -7%
Citadel Advisors
14
Citadel Advisors
Florida
$3.48M 169,320 +169,320 New
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$3.34M 162,356 +6,225 +4%
CAG
16
Curtis Advisory Group
California
$2.77M 134,624
AAS
17
Avantax Advisory Services
Texas
$2.56M 124,470 +32,137 +35%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.43M 118,088 -1,280 -1%
Mariner
19
Mariner
Kansas
$1.78M 86,495 +12,107 +16%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.76M 85,355 +28,278 +50%
SPIA
21
Steward Partners Investment Advisory
New York
$1.15M 56,088 +47,260 +535%
KAS
22
Kestra Advisory Services
Texas
$1.14M 55,664 +4,447 +9%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.1M 53,556 +556 +1%
IA
24
IFP Advisors
Florida
$993K 48,286
KCFA
25
Key Client Fiduciary Advisors
New Jersey
$950K 46,198 -3,400 -7%