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AAM S&P 500 High Dividend Value ETF
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Overview Fund Activity

38 hedge funds and large institutions have $34.5M invested in AAM S&P 500 High Dividend Value ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
19
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAIM
1
Financial Advocates Investment Management
Washington
$4.6M
2
PVI
2
Pine Valley Investments
New Jersey
$1.14M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.05M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.53M
5
Jane Street
5
Jane Street
New York
$761K

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$1.61M
2
AAS
2
Avantax Advisory Services
Texas
$1.9M
3
LPL Financial
3
LPL Financial
California
$6.44M
4
BAM
4
Belpointe Asset Management
Nevada
$13.9K
5
IWM
5
IHT Wealth Management
Illinois
$278K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$6.44M 228,490 -28,448 -11%
FAIM
2
Financial Advocates Investment Management
Washington
$4.6M 163,225 +85,055 +109%
CAN
3
Cetera Advisor Networks
California
$3.78M 133,974 -588 -0.4%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.05M 72,502 +27,869 +62%
AAS
5
Avantax Advisory Services
Texas
$1.9M 67,509 -37,393 -36%
RJA
6
Raymond James & Associates
Florida
$1.65M 58,357 +12,351 +27%
AAS
7
Ameritas Advisory Services
Nebraska
$1.61M 57,226 -42,325 -43%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.53M 54,184 +23,512 +77%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$1.3M 46,128 +89 +0.2%
LNC
10
Lincoln National Corp
Pennsylvania
$1.16M 40,995 -1,608 -4%
PVI
11
Pine Valley Investments
New Jersey
$1.14M 42,319 +42,319 New
SSWM
12
Strait & Sound Wealth Management
California
$908K 32,206 +2,693 +9%
Jane Street
13
Jane Street
New York
$761K 26,975 +18,239 +209%
Stifel Financial
14
Stifel Financial
Missouri
$708K 25,100 +329 +1%
AIP
15
Ameritas Investment Partners
Nebraska
$583K 20,662 +2,717 +15%
KCFA
16
Key Client Fiduciary Advisors
New Jersey
$487K 17,259 -491 -3%
HI
17
Harbour Investments
Wisconsin
$485K 17,204 +2,031 +13%
GWM
18
Geneos Wealth Management
Colorado
$453K 16,050 +200 +1%
IWC
19
Integrated Wealth Concepts
Massachusetts
$305K 10,814 +12 +0.1%
Citadel Advisors
20
Citadel Advisors
Florida
$288K 10,213 +10,213 New
LNWWM
21
Laird Norton Wetherby Wealth Management
California
$282K 10,000 – –
Ameriprise
22
Ameriprise
Minnesota
$279K 9,909 -1,000 -9%
IWM
23
IHT Wealth Management
Illinois
$278K 9,855 -2,045 -17%
WS
24
Wedbush Securities
California
$263K 9,342 +2,125 +29%
GVAG
25
Great Valley Advisor Group
Delaware
$221K 7,842 +4 +0.1%
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