AAM Low Duration Preferred and Income Securities ETF
PFLD
61 hedge funds and large institutions have $237M invested in AAM Low Duration Preferred and Income Securities ETF in 2026 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 10 closing their positions.
0% more funds holding
Funds holding: 61 → 61 (0)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
0% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 19
0.16% less ownership
Funds ownership: 56.43% → 56.27% (-0.16%)
1% less capital invested
Capital invested by funds: $239M → $237M (-$1.63M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.09M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$717K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$531K |
| 4 |
GAM
Gotham Asset Management
New York
|
+$375K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$286K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAM
L2 Asset Management
Wayland,
Massachusetts
|
-$6.01M |
| 2 |
RRWA
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
-$1.35M |
| 3 |
Jane Street
New York
|
-$1.14M |
| 4 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
-$721K |
| 5 |
TIA
Teucrium Investment Advisors
Burlington,
Vermont
|
-$590K |
PFLD Hedge Fund Activity: Q2 2026 in Review
61 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in AAM Low Duration Preferred and Income Securities ETF (PFLD) for Q2 2026, worth a combined $237M — down 0.68% from $239M a quarter earlier.
Fund positioning in PFLD was balanced in Q2 2026: 10 funds opened new positions, 10 closed out, 19 added to existing stakes and 19 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.09M. The largest seller was L2 Asset Management, cutting an estimated $6.01M.
- 61 institutional investors held AAM Low Duration Preferred and Income Securities ETF (PFLD) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $237M of AAM Low Duration Preferred and Income Securities ETF stock for Q2 2026, down 0.68% quarter-over-quarter.
- 10 funds opened new AAM Low Duration Preferred and Income Securities ETF positions in Q2 2026 and 10 closed out, a net change of 0 holders.
- The largest AAM Low Duration Preferred and Income Securities ETF buyer in Q2 2026 was Morgan Stanley, an estimated $5.09M added.
- The largest AAM Low Duration Preferred and Income Securities ETF seller in Q2 2026 was L2 Asset Management, an estimated $6.01M sold.
Based on aggregated 13F filings for Q2 2026.