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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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$115M
Wells Fargo
2
Wells Fargo
California
$45.9M
LPL Financial
3
LPL Financial
California
$25.1M
RRWA
4
Rainey & Randall Wealth Advisors
Florida
$13.6M
Raymond James Financial
5
Raymond James Financial
Florida
$11.8M
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.66M
Osaic Holdings
7
Osaic Holdings
Arizona
$6.62M
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$6.07M
Stifel Financial
9
Stifel Financial
Missouri
$5.76M
SIS
10
Sound Income Strategies
Florida
$5.26M
AWM
11
AllSquare Wealth Management
New York
$3.97M
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$3.5M
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$3.33M
CAG
14
Curtis Advisory Group
California
$2.72M
AAS
15
Avantax Advisory Services
Texas
$2.55M
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.34M
BFG
17
Bleakley Financial Group
New Jersey
$2.1M
Mariner
18
Mariner
Kansas
$1.87M
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$1.85M
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.73M
PIWA
21
Prevail Innovative Wealth Advisors
Kansas
$1.69M
CAS
22
Coppell Advisory Solutions
Texas
$1.51M
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.34M
GAM
24
Gotham Asset Management
New York
$1.21M
KAS
25
Kestra Advisory Services
Texas
$1.21M