AAM Transformers ETF
TRFM
5 hedge funds and large institutions have $16.3M invested in AAM Transformers ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
67% more funds holding
Funds holding: 3 → 5 (+2)
34% more capital invested
Capital invested by funds: $12.2M → $16.3M (+$4.13M)
10.67% more ownership
Funds ownership: 93.02% → 103.68% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.42M |
| 2 |
Goldman Sachs
New York
|
+$511K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$189K |
| 4 |
FMTC
Farmers & Merchants Trust Company
Long Beach,
California
|
+$188K |
| 5 |
PTC
Private Trust Company
Cleveland,
Ohio
|
+$4.13K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$571K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $15.3M | +$2.42M | +92,791 | +21% |
|
|
2
Goldman Sachs
New York
| $560K | +$511K | +19,556 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $207K | +$189K | +7,237 | New |
|
|
FMTC
4
Farmers & Merchants Trust Company
Long Beach,
California
| $206K | +$188K | +7,182 | New |
|
|
PTC
5
Private Trust Company
Cleveland,
Ohio
| $71.8K | +$4.13K | +158 | +7% |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$571K | -21,757 | Closed |
|
TRFM Hedge Fund Activity: Q2 2023 in Review
5 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in AAM Transformers ETF (TRFM) for Q2 2023, worth a combined $16.3M — up 34% from $12.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TRFM positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.42M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $571K sold.
- 5 institutional investors held AAM Transformers ETF (TRFM) as of Q2 2023, up from 3 in Q1 2023.
- Funds reported $16.3M of AAM Transformers ETF stock for Q2 2023, up 34% quarter-over-quarter.
- 3 funds opened new AAM Transformers ETF positions in Q2 2023 and 1 closed out, a net change of +2 holders.
- The largest AAM Transformers ETF buyer in Q2 2023 was LPL Financial, an estimated $2.42M added.
- The largest AAM Transformers ETF seller in Q2 2023 was Royal Bank of Canada, an estimated $571K sold.
Based on aggregated 13F filings for Q2 2023.