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AAM S&P 500 High Dividend Value ETF

34 hedge funds and large institutions have $40M invested in AAM S&P 500 High Dividend Value ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
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
$12.1M
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$6.06M
LPL Financial
3
LPL Financial
California
$5.86M
WWM
4
Western Wealth Management
Colorado
$2.8M
PVI
5
Pine Valley Investments
New Jersey
$2.04M
ACP
6
Aviance Capital Partners
Florida
$1.14M
AAS
7
Ameritas Advisory Services
Nebraska
$1.03M
Stifel Financial
8
Stifel Financial
Missouri
$892K
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$766K
Citadel Advisors
10
Citadel Advisors
Florida
$598K
KCFA
11
Key Client Fiduciary Advisors
New Jersey
$581K
Raymond James Financial
12
Raymond James Financial
Florida
$539K
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$490K
HighTower Advisors
14
HighTower Advisors
Illinois
$430K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$415K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$384K
Jane Street
17
Jane Street
New York
$383K
PAG
18
Private Advisor Group
New Jersey
$368K
KPWS
19
Kestra Private Wealth Services
Texas
$364K
SSWM
20
Strait & Sound Wealth Management
California
$358K
LNWTC
21
Laird Norton Wetherby Trust Company
Washington
$348K
BAAM
22
Baker Avenue Asset Management
California
$347K
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$288K
PI
24
PFG Investments
New York
$278K
SWP
25
Stratos Wealth Partners
Ohio
$253K