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AAM Low Duration Preferred and Income Securities ETF

62 hedge funds and large institutions have $291M invested in AAM Low Duration Preferred and Income Securities ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
29
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$115M +$8.73M +432,380 +8%
Wells Fargo
2
Wells Fargo
California
$45.9M +$8.71M +431,131 +23%
LPL Financial
3
LPL Financial
California
$25.1M +$7.26M +359,484 +41%
RRWA
4
Rainey & Randall Wealth Advisors
Florida
$13.6M +$319K +15,709 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$11.8M +$1.35M +67,007 +13%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.66M +$3.04M +150,700 +54%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.62M -$770K -38,128 -10%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$6.07M +$524K +25,934 +9%
Stifel Financial
9
Stifel Financial
Missouri
$5.76M -$947K -46,866 -14%
SIS
10
Sound Income Strategies
Florida
$5.26M +$50.6K +2,503 +1%
AWM
11
AllSquare Wealth Management
New York
$3.97M -$170K -8,425 -4%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$3.5M -$247K -12,233 -7%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$3.33M +$53.9K +2,670 +2%
CAG
14
Curtis Advisory Group
California
$2.72M
AAS
15
Avantax Advisory Services
Texas
$2.55M +$35.8K +1,773 +1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.34M -$49.1K -2,433 -2%
BFG
17
Bleakley Financial Group
New Jersey
$2.1M +$1.47M +72,943 +235%
Mariner
18
Mariner
Kansas
$1.87M +$120K +5,958 +7%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$1.85M +$1.85M +91,632 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.73M +$909 +45 +0.1%
PIWA
21
Prevail Innovative Wealth Advisors
Kansas
$1.69M +$1.69M +83,784 New
CAS
22
Coppell Advisory Solutions
Texas
$1.51M -$9.43M -472,783 -86%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.34M +$262K +12,952 +24%
GAM
24
Gotham Asset Management
New York
$1.21M +$1.21M +60,087 New
KAS
25
Kestra Advisory Services
Texas
$1.21M +$88.3K +4,373 +8%