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AAM Low Duration Preferred and Income Securities ETF

64 hedge funds and large institutions have $278M 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, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
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

Top Buyers

1 +$7.48M
2 +$1.43M
3 +$1.06M
4
UBS Group
UBS Group
Switzerland
+$942K
5
Osaic Holdings
Osaic Holdings
Arizona
+$807K

Top Sellers

1 -$10.3M
2 -$2.25M
3 -$1.45M
4
LPL Financial
LPL Financial
California
-$903K
5
HWM
HB Wealth Management
Georgia
-$738K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$101M
Wells Fargo
2
Wells Fargo
California
$52M
LPL Financial
3
LPL Financial
California
$23.5M
RRWA
4
Rainey & Randall Wealth Advisors
Florida
$13.2M
Raymond James Financial
5
Raymond James Financial
Florida
$11.5M
Osaic Holdings
6
Osaic Holdings
Arizona
$7.54M
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.96M
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.64M
SIS
9
Sound Income Strategies
Florida
$5.06M
AWM
10
AllSquare Wealth Management
New York
$3.79M
Stifel Financial
11
Stifel Financial
Missouri
$3.34M
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$3.26M
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$3.22M
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$3.1M
CAG
15
Curtis Advisory Group
California
$2.64M
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.45M
BFG
17
Bleakley Financial Group
New Jersey
$2.4M
AAS
18
Avantax Advisory Services
Texas
$2.29M
GAM
19
Gotham Asset Management
New York
$2.23M
Mariner
20
Mariner
Kansas
$2.03M
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.75M
PIWA
22
Prevail Innovative Wealth Advisors
Kansas
$1.65M
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.51M
KAS
24
Kestra Advisory Services
Texas
$1.45M
CAS
25
Coppell Advisory Solutions
Texas
$1.08M