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AAM S&P 500 High Dividend Value ETF

21 hedge funds and large institutions have $15M invested in AAM S&P 500 High Dividend Value ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$4M -$38.5K -1,245 -1%
CAN
2
Cetera Advisor Networks
California
$2.43M +$1.92M +62,043 +375%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$1.89M -$195K -6,267 -9%
LNC
4
Lincoln National Corp
Pennsylvania
$1.23M -$23.4K -758 -2%
RJA
5
Raymond James & Associates
Florida
$877K +$877K +28,356 New
FAIM
6
Financial Advocates Investment Management
Washington
$812K +$530K +17,138 +188%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$698K -$52.4K -1,692 -7%
AAS
8
Ameritas Advisory Services
Nebraska
$604K +$604K +19,521 New
KCFA
9
Key Client Fiduciary Advisors
New Jersey
$538K +$538K +17,400 New
AAS
10
Avantax Advisory Services
Texas
$465K -$687K -22,211 -60%
LNWWM
11
Laird Norton Wetherby Wealth Management
California
$464K
Osaic Holdings
12
Osaic Holdings
Arizona
$391K -$7.23K -234 -2%
HI
13
Harbour Investments
Wisconsin
$330K +$53.1K +1,716 +19%
RG
14
Retirement Group
California
$80K +$36.9K +1,200 +86%
UBS Group
15
UBS Group
Switzerland
$55K -$8.3K -270 -13%
NFG
16
Next Financial Group
Texas
$55K +$55K +1,764 New
GWM
17
Geneos Wealth Management
Colorado
$40K
SIS
18
Sound Income Strategies
Florida
$12K -$3.24K -109 -21%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6K
Wells Fargo
20
Wells Fargo
California
$6K +$5.97K +189 +18,900%
TCWM
21
Total Clarity Wealth Management
Illinois
$2K +$2K +50 New
FHA
22
Flagship Harbor Advisors
Massachusetts
-$251K -8,280 Closed
Jane Street
23
Jane Street
New York
-$202K -6,823 Closed