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AAM S&P 500 High Dividend Value ETF

33 hedge funds and large institutions have $24.7M invested in AAM S&P 500 High Dividend Value ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$5.69M -$5.84M -198,211 -51%
FAIM
2
Financial Advocates Investment Management
Washington
$3.41M -$913K -30,950 -21%
CAN
3
Cetera Advisor Networks
California
$2.08M -$1.81M -61,403 -47%
PVI
4
Pine Valley Investments
New Jersey
$1.39M +$1.22K +41 +0.1%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$1.07M -$174K -5,904 -14%
Osaic Holdings
6
Osaic Holdings
Arizona
$962K -$32.1K -1,087 -3%
Stifel Financial
7
Stifel Financial
Missouri
$959K -$43.4K -1,473 -4%
AAS
8
Ameritas Advisory Services
Nebraska
$903K -$656K -22,406 -42%
RJA
9
Raymond James & Associates
Florida
$893K -$778K -26,381 -47%
ACP
10
Aviance Capital Partners
Florida
$835K +$835K +28,311 New
SSWM
11
Strait & Sound Wealth Management
California
$779K -$22.1K -765 -3%
AIP
12
Ameritas Investment Partners
Nebraska
$636K +$11.2K +379 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$613K +$613K +20,796 New
Citadel Advisors
14
Citadel Advisors
Florida
$609K +$296K +10,033 +94%
KCFA
15
Key Client Fiduciary Advisors
New Jersey
$524K -$15K -510 -3%
HI
16
Harbour Investments
Wisconsin
$519K -$4.39K -149 -0.8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$459K -$136K -4,615 -23%
Morgan Stanley
18
Morgan Stanley
New York
$432K +$215K +7,292 +99%
LNWWM
19
Laird Norton Wetherby Wealth Management
California
$295K
BAM
20
Belpointe Asset Management
Nevada
$274K -$118 -4 -0%
KAS
21
Kestra Advisory Services
Texas
$259K +$259K +8,787 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$259K +$259K +8,792 New
IWC
23
Integrated Wealth Concepts
Massachusetts
$236K -$11.8K -400 -5%
GVAG
24
Great Valley Advisor Group
Delaware
$231K
GWM
25
Geneos Wealth Management
Colorado
$125K -$72.3K -2,450 -37%