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AAM S&P 500 High Dividend Value ETF

32 hedge funds and large institutions have $25.6M invested in AAM S&P 500 High Dividend Value ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 1 closing their positions.

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$4.84M 148,708 -27,126 -15%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.36M 103,463 +25,989 +34%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.32M 102,010 -837 -0.8%
FAIM
4
Financial Advocates Investment Management
Washington
$3.03M 93,124 -7,663 -8%
PVI
5
Pine Valley Investments
New Jersey
$1.68M 51,358 +507 +1%
AAS
6
Ameritas Advisory Services
Nebraska
$1.21M 37,357 +744 +2%
ACP
7
Aviance Capital Partners
Florida
$1.04M 32,119 -261 -0.8%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$789K 24,255 +16 +0.1%
Raymond James Financial
9
Raymond James Financial
Florida
$707K 21,744 +21,744 New
Stifel Financial
10
Stifel Financial
Missouri
$699K 21,489 +793 +4%
HighTower Advisors
11
HighTower Advisors
Illinois
$674K 20,726 -493 -2%
TSWM
12
Tyler-Stone Wealth Management
Ohio
$462K 14,200
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$456K 14,013 -12 -0.1%
KPWS
14
Kestra Private Wealth Services
Texas
$436K 13,419 +13,419 New
SSWM
15
Strait & Sound Wealth Management
California
$428K 13,172 -2,230 -14%
Citadel Advisors
16
Citadel Advisors
Florida
$376K 11,563 -2,460 -18%
HI
17
Harbour Investments
Wisconsin
$360K 11,079 -6,724 -38%
KCFA
18
Key Client Fiduciary Advisors
New Jersey
$353K 10,855 +12 +0.1%
LNWWM
19
Laird Norton Wetherby Wealth Management
California
$325K 10,000
SWP
20
Stratos Wealth Partners
Ohio
$298K 9,148 +1,218 +15%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$229K 7,038 -187 -3%
Morgan Stanley
22
Morgan Stanley
New York
$228K 7,018 -31 -0.4%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$76.4K 2,349 +2,349 New
GWM
24
Geneos Wealth Management
Colorado
$65K 2,000
CFD
25
Creative Financial Designs
Indiana
$54.1K 1,665 +12 +0.7%