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AAM S&P 500 High Dividend Value ETF

34 hedge funds and large institutions have $33.5M invested in AAM S&P 500 High Dividend Value ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
-4
Holders Change %
-10.53%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$11.2M +$4.73M +166,280 +73%
CAN
2
Cetera Advisor Networks
California
$3.78M -$35.4K -1,243 -0.9%
FAIM
3
Financial Advocates Investment Management
Washington
$3.19M -$1.46M -51,260 -31%
RJA
4
Raymond James & Associates
Florida
$1.62M -$43.7K -1,537 -3%
AAS
5
Ameritas Advisory Services
Nebraska
$1.55M -$72.8K -2,567 -4%
PVI
6
Pine Valley Investments
New Jersey
$1.21M +$2K +70 +0.2%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$1.2M -$112K -3,923 -9%
AAS
8
Avantax Advisory Services
Texas
$1.17M -$754K -26,509 -39%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.15M -$394K -13,844 -26%
Stifel Financial
10
Stifel Financial
Missouri
$902K +$188K +6,604 +26%
SSWM
11
Strait & Sound Wealth Management
California
$794K -$122K -4,295 -13%
LNC
12
Lincoln National Corp
Pennsylvania
$744K -$423K -14,865 -36%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$665K -$1.4M -49,137 -68%
AIP
14
Ameritas Investment Partners
Nebraska
$572K -$16.3K -572 -3%
KCFA
15
Key Client Fiduciary Advisors
New Jersey
$491K +$199 +7 +0%
HI
16
Harbour Investments
Wisconsin
$477K -$12.5K -441 -3%
GWM
17
Geneos Wealth Management
Colorado
$354K -$102K -3,600 -22%
LNWWM
18
Laird Norton Wetherby Wealth Management
California
$285K
BAM
19
Belpointe Asset Management
Nevada
$265K +$250K +8,803 +1,786%
Jane Street
20
Jane Street
New York
$261K -$507K -17,810 -66%
IWC
21
Integrated Wealth Concepts
Massachusetts
$257K -$50.2K -1,765 -16%
GVAG
22
Great Valley Advisor Group
Delaware
$223K
KAS
23
Kestra Advisory Services
Texas
$220K +$17.6K +617 +9%
IWM
24
IHT Wealth Management
Illinois
$216K -$64.2K -2,255 -23%
Morgan Stanley
25
Morgan Stanley
New York
$209K +$171 +6 +0.1%