Waverly Advisors LLC Invests $1.03 Million in AAM SLC Low Duration Income ETF $LODI

Waverly Advisors LLC acquired a new stake in shares of AAM SLC Low Duration Income ETF (NYSEARCA:LODIFree Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 40,900 shares of the company’s stock, valued at approximately $1,030,000.

A number of other hedge funds have also recently bought and sold shares of the company. Kestra Private Wealth Services LLC purchased a new stake in AAM SLC Low Duration Income ETF in the 1st quarter worth approximately $232,000. World Investment Advisors purchased a new position in shares of AAM SLC Low Duration Income ETF during the 4th quarter worth $327,000. Independent Financial Group LLC acquired a new stake in shares of AAM SLC Low Duration Income ETF during the first quarter worth $329,000. Private Advisor Group LLC acquired a new stake in shares of AAM SLC Low Duration Income ETF during the first quarter worth $335,000. Finally, Spartan Wealth Advisory Services LLC acquired a new stake in shares of AAM SLC Low Duration Income ETF during the first quarter worth $5,839,000.

AAM SLC Low Duration Income ETF Price Performance

Shares of NYSEARCA:LODI opened at $25.05 on Tuesday. The business has a fifty day simple moving average of $25.17 and a 200-day simple moving average of $25.22. AAM SLC Low Duration Income ETF has a 52 week low of $25.01 and a 52 week high of $26.57.

AAM SLC Low Duration Income ETF Company Profile

(Free Report)

The AAM SLC Low Duration Income ETF (LODI) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively managed fund of income producing, USD-denominated fixed income securities. The fund may hold debt of any maturity but estimates to have an average portfolio duration of three years or less. LODI was launched on Dec 3, 2024 and is issued by Advisors Asset Management.

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Institutional Ownership by Quarter for AAM SLC Low Duration Income ETF (NYSEARCA:LODI)

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