We are live on ! Find out more
TRFM icon

AAM Transformers ETF
TRFM

7 hedge funds and large institutions have $25.3M invested in AAM Transformers ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding

Funds holding: 5 → 7 (+2)

34% more capital invested

Capital invested by funds: $18.8M → $25.3M (+$6.48M)

2.12% less ownership

Funds ownership: 93.11% → 90.99% (-2.1%)

Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.81M
2
Osaic Holdings
Osaic Holdings
Arizona
+$33.8K
3
FMTC
Farmers & Merchants Trust Company
California
+$14.9K
4
PTC
Private Trust Company
Ohio
+$12K
5
SWM
SeaCrest Wealth Management
New York
+$10.9K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$23.8M +$2.81M +99,806 +15%
Goldman Sachs
2
Goldman Sachs
New York
$619K – – –
SWM
3
SeaCrest Wealth Management
New York
$423K +$10.9K +386 +3%
FMTC
4
Farmers & Merchants Trust Company
California
$372K +$14.9K +529 +5%
PTC
5
Private Trust Company
Ohio
$92.8K +$12K +427 +17%
Osaic Holdings
6
Osaic Holdings
Arizona
$38K +$33.8K +1,200 New
Bank of America
7
Bank of America
North Carolina
$1.08K +$958 +34 New

TRFM Hedge Fund Activity: Q4 2023 in Review

7 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in AAM Transformers ETF (TRFM) for Q4 2023, worth a combined $25.3M — up 34% from $18.8M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new TRFM positions and 0 closed out — a net gain of 2 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.81M.

  • 7 institutional investors held AAM Transformers ETF (TRFM) as of Q4 2023, up from 5 in Q3 2023.
  • Funds reported $25.3M of AAM Transformers ETF stock for Q4 2023, up 34% quarter-over-quarter.
  • 2 funds opened new AAM Transformers ETF positions in Q4 2023 and 0 closed out, a net change of +2 holders.
  • The largest AAM Transformers ETF buyer in Q4 2023 was LPL Financial, an estimated $2.81M added.

Based on aggregated 13F filings for Q4 2023.