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AAM S&P 500 High Dividend Value ETF

28 hedge funds and large institutions have $25.6M 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, 13 reducing their positions, and 4 closing their positions.

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$5.61M 172,879 +45,722 +36%
LPL Financial
2
LPL Financial
California
$4.9M 151,038 +2,789 +2%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.27M 100,489 -192,903 -66%
FAIM
4
Financial Advocates Investment Management
Washington
$2.62M 80,774 -11,836 -13%
AAS
5
Ameritas Advisory Services
Nebraska
$1.21M 37,384 +27 +0.1%
ACP
6
Aviance Capital Partners
Florida
$1.03M 31,696 -1,335 -4%
TSWM
7
Tyler-Stone Wealth Management
Ohio
$736K 22,700 +8,500 +60%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$715K 22,047 -2,235 -9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$700K 21,583 +809 +4%
Stifel Financial
10
Stifel Financial
Missouri
$592K 18,250 -693 -4%
KPWS
11
Kestra Private Wealth Services
Texas
$550K 16,968 -1,116 -6%
KCFA
12
Key Client Fiduciary Advisors
New Jersey
$548K 16,891 +6,018 +55%
HighTower Advisors
13
HighTower Advisors
Illinois
$542K 16,700 -1,750 -9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$456K 14,047 -376 -3%
Raymond James Financial
15
Raymond James Financial
Florida
$346K 10,655 -7,240 -40%
LNWWM
16
Laird Norton Wetherby Wealth Management
California
$324K 10,000 +10,000 New
BAAM
17
Baker Avenue Asset Management
California
$324K 10,000 +10,000 New
SSWM
18
Strait & Sound Wealth Management
California
$305K 9,416 -1,393 -13%
SWP
19
Stratos Wealth Partners
Ohio
$221K 6,826 -1,979 -22%
Morgan Stanley
20
Morgan Stanley
New York
$219K 6,764 +9 +0.1%
NA
21
NewEdge Advisors
Louisiana
$205K 6,311 +1,689 +37%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$89K 2,743 +2,073 +309%
CFD
23
Creative Financial Designs
Indiana
$55.2K 1,701 +18 +1%
GWM
24
Geneos Wealth Management
Colorado
$29.2K 900 -900 -50%
HI
25
Harbour Investments
Wisconsin
$13.7K 421 -9,387 -96%