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AAM S&P 500 High Dividend Value ETF

30 hedge funds and large institutions have $37.7M invested in AAM S&P 500 High Dividend Value ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
Osaic Holdings
1
Osaic Holdings
Arizona
$10.3M
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$6.51M
LPL Financial
3
LPL Financial
California
$5.61M
FAIM
4
Financial Advocates Investment Management
Washington
$2.77M
Jane Street
5
Jane Street
New York
$1.9M
AAS
6
Ameritas Advisory Services
Nebraska
$1.23M
ACP
7
Aviance Capital Partners
Florida
$1.1M
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$814K
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$767K
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$726K
LNWWM
11
Laird Norton Wetherby Wealth Management
California
$695K
Stifel Financial
12
Stifel Financial
Missouri
$672K
KCFA
13
Key Client Fiduciary Advisors
New Jersey
$582K
HighTower Advisors
14
HighTower Advisors
Illinois
$526K
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$487K
Raymond James Financial
16
Raymond James Financial
Florida
$458K
KPWS
17
Kestra Private Wealth Services
Texas
$436K
SSWM
18
Strait & Sound Wealth Management
California
$352K
BAAM
19
Baker Avenue Asset Management
California
$347K
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$273K
PI
21
PFG Investments
New York
$257K
SWP
22
Stratos Wealth Partners
Ohio
$238K
Morgan Stanley
23
Morgan Stanley
New York
$234K
NA
24
NewEdge Advisors
Louisiana
$223K
JP Morgan Chase
25
JP Morgan Chase
New York
$98.3K