AAM Transformers ETF
TRFM
5 hedge funds and large institutions have $18.8M invested in AAM Transformers ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
15% more capital invested
Capital invested by funds: $16.3M → $18.8M (+$2.5M)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
10.57% less ownership
Funds ownership: 103.68% → 93.11% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.35M |
| 2 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
+$390K |
| 3 |
FMTC
Farmers & Merchants Trust Company
Long Beach,
California
|
+$115K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$207K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $17.6M | +$3.35M | +117,532 | +22% |
|
2
Goldman Sachs
New York
| $527K | – | – | – |
|
|
SWM
3
SeaCrest Wealth Management
Purchase,
New York
| $370K | +$390K | +13,714 | New |
|
|
FMTC
4
Farmers & Merchants Trust Company
Long Beach,
California
| $303K | +$115K | +4,045 | +56% |
|
|
PTC
5
Private Trust Company
Cleveland,
Ohio
| $67.6K | – | – | – |
|
|
6
Citadel Advisors
Miami,
Florida
| – | -$207K | -7,237 | Closed |
|
TRFM Hedge Fund Activity: Q3 2023 in Review
5 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in AAM Transformers ETF (TRFM) for Q3 2023, worth a combined $18.8M — up 15% from $16.3M a quarter earlier.
Fund positioning in TRFM was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 0 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.35M. The largest seller was Citadel Advisors, exiting entirely with an estimated $207K sold.
- 5 institutional investors held AAM Transformers ETF (TRFM) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $18.8M of AAM Transformers ETF stock for Q3 2023, up 15% quarter-over-quarter.
- 1 fund opened new AAM Transformers ETF positions in Q3 2023 and 1 closed out, a net change of 0 holders.
- The largest AAM Transformers ETF buyer in Q3 2023 was LPL Financial, an estimated $3.35M added.
- The largest AAM Transformers ETF seller in Q3 2023 was Citadel Advisors, an estimated $207K sold.
Based on aggregated 13F filings for Q3 2023.