PFLD icon

AAM Low Duration Preferred and Income Securities ETF

63 hedge funds and large institutions have $277M invested in AAM Low Duration Preferred and Income Securities ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+1
Holders Change %
+1.61%
% 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
10
Increased
24
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$101M -$10.3M -522,937 -9%
Wells Fargo
2
Wells Fargo
California
$52M +$7.48M +381,680 +17%
LPL Financial
3
LPL Financial
California
$23.5M -$903K -46,064 -4%
RRWA
4
Rainey & Randall Wealth Advisors
Florida
$13.2M +$17.6K +890 +0.1%
Raymond James Financial
5
Raymond James Financial
Florida
$11.5M -$5.33K -272 -0%
Osaic Holdings
6
Osaic Holdings
Arizona
$7.54M +$807K +39,261 +12%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.96M -$1.45M -73,822 -17%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.64M -$259K -13,223 -4%
SIS
9
Sound Income Strategies
Florida
$5.06M -$47.3K -2,414 -0.9%
AWM
10
AllSquare Wealth Management
New York
$3.79M -$59.5K -3,033 -2%
Stifel Financial
11
Stifel Financial
Missouri
$3.34M -$2.25M -114,836 -40%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$3.26M +$20.2K +1,029 +0.6%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$3.22M +$1.43M +73,138 +80%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$3.1M -$290K -14,799 -9%
CAG
15
Curtis Advisory Group
California
$2.64M
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.45M +$180K +9,193 +8%
BFG
17
Bleakley Financial Group
New Jersey
$2.4M +$362K +18,464 +18%
AAS
18
Avantax Advisory Services
Texas
$2.29M -$187K -9,552 -8%
GAM
19
Gotham Asset Management
New York
$2.23M +$1.06M +53,837 +90%
Mariner
20
Mariner
Kansas
$2.03M +$218K +11,100 +12%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.75M +$76.8K +3,916 +5%
PIWA
22
Prevail Innovative Wealth Advisors
Kansas
$1.65M +$2.29K +117 +0.1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.51M +$209K +10,665 +16%
KAS
24
Kestra Advisory Services
Texas
$1.45M +$271K +13,829 +23%
CAS
25
Coppell Advisory Solutions
Texas
$1.08M -$410K -20,899 -28%