AAM Low Duration Preferred and Income Securities ETF
PFLD
64 hedge funds and large institutions have $292M 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, 31 increasing their positions, 12 reducing their positions, and 7 closing their positions.
158% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 12
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
7% more capital invested
Capital invested by funds: $273M → $292M (+$18.8M)
5% more funds holding
Funds holding: 61 → 64 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.61% less ownership
Funds ownership: 58.49% → 56.88% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.92M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$8.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$7.42M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.11M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$9.76M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.48M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$967K |
| 4 |
KCFA
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
-$950K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$832K |
PFLD Hedge Fund Activity: Q1 2025 in Review
64 of the 7,473 institutional investors tracked by Wall St. Rank reported a position in AAM Low Duration Preferred and Income Securities ETF (PFLD) for Q1 2025, worth a combined $292M — up 6.9% from $273M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PFLD positions and 7 closed out — a net gain of 4 holders — while 31 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.92M. The largest seller was Coppell Advisory Solutions, cutting an estimated $9.76M.
- 64 institutional investors held AAM Low Duration Preferred and Income Securities ETF (PFLD) as of Q1 2025, up from 61 in Q4 2024.
- Funds reported $292M of AAM Low Duration Preferred and Income Securities ETF stock for Q1 2025, up 6.9% quarter-over-quarter.
- 11 funds opened new AAM Low Duration Preferred and Income Securities ETF positions in Q1 2025 and 7 closed out, a net change of +4 holders.
- The largest AAM Low Duration Preferred and Income Securities ETF buyer in Q1 2025 was Morgan Stanley, an estimated $8.92M added.
- The largest AAM Low Duration Preferred and Income Securities ETF seller in Q1 2025 was Coppell Advisory Solutions, an estimated $9.76M sold.
Based on aggregated 13F filings for Q1 2025.