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AAM S&P 500 High Dividend Value ETF

29 hedge funds and large institutions have $26M invested in AAM S&P 500 High Dividend Value ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$5.61M +$1.48M +45,722 +36%
LPL Financial
2
LPL Financial
California
$4.9M +$90.5K +2,789 +2%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.27M -$6.27M -192,903 -66%
FAIM
4
Financial Advocates Investment Management
Washington
$2.62M -$384K -11,836 -13%
AAS
5
Ameritas Advisory Services
Nebraska
$1.21M +$876 +27 +0.1%
ACP
6
Aviance Capital Partners
Florida
$1.03M -$43.3K -1,335 -4%
TSWM
7
Tyler-Stone Wealth Management
Ohio
$736K +$276K +8,500 +60%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$715K -$72.5K -2,235 -9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$700K +$26.2K +809 +4%
Stifel Financial
10
Stifel Financial
Missouri
$592K -$22.5K -693 -4%
KPWS
11
Kestra Private Wealth Services
Texas
$550K -$36.2K -1,116 -6%
KCFA
12
Key Client Fiduciary Advisors
New Jersey
$548K +$195K +6,018 +55%
HighTower Advisors
13
HighTower Advisors
Illinois
$542K -$56.8K -1,750 -9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$456K -$12.2K -376 -3%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$351K -$259K -7,986 -42%
Raymond James Financial
16
Raymond James Financial
Florida
$346K -$235K -7,240 -40%
LNWWM
17
Laird Norton Wetherby Wealth Management
California
$324K +$324K +10,000 New
BAAM
18
Baker Avenue Asset Management
California
$324K +$324K +10,000 New
SSWM
19
Strait & Sound Wealth Management
California
$305K -$45.2K -1,393 -13%
SWP
20
Stratos Wealth Partners
Ohio
$221K -$64.2K -1,979 -22%
Morgan Stanley
21
Morgan Stanley
New York
$219K +$292 +9 +0.1%
NA
22
NewEdge Advisors
Louisiana
$205K +$54.8K +1,689 +37%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$89K +$67.2K +2,073 +309%
CFD
24
Creative Financial Designs
Indiana
$55.2K +$584 +18 +1%
GWM
25
Geneos Wealth Management
Colorado
$29.2K -$29.2K -900 -50%