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AAM S&P 500 High Dividend Value ETF

29 hedge funds and large institutions have $26M invested in AAM S&P 500 High Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
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
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$5.61M
LPL Financial
2
LPL Financial
California
$4.9M
Osaic Holdings
3
Osaic Holdings
Arizona
$3.27M
FAIM
4
Financial Advocates Investment Management
Washington
$2.62M
AAS
5
Ameritas Advisory Services
Nebraska
$1.21M
ACP
6
Aviance Capital Partners
Florida
$1.03M
TSWM
7
Tyler-Stone Wealth Management
Ohio
$736K
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$715K
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$700K
Stifel Financial
10
Stifel Financial
Missouri
$592K
KPWS
11
Kestra Private Wealth Services
Texas
$550K
KCFA
12
Key Client Fiduciary Advisors
New Jersey
$548K
HighTower Advisors
13
HighTower Advisors
Illinois
$542K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$456K
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$351K
Raymond James Financial
16
Raymond James Financial
Florida
$346K
LNWWM
17
Laird Norton Wetherby Wealth Management
California
$324K
BAAM
18
Baker Avenue Asset Management
California
$324K
SSWM
19
Strait & Sound Wealth Management
California
$305K
SWP
20
Stratos Wealth Partners
Ohio
$221K
Morgan Stanley
21
Morgan Stanley
New York
$219K
NA
22
NewEdge Advisors
Louisiana
$205K
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$89K
CFD
24
Creative Financial Designs
Indiana
$55.2K
GWM
25
Geneos Wealth Management
Colorado
$29.2K