AAM Transformers ETF
TRFM
9 hedge funds and large institutions have $32.8M invested in AAM Transformers ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
30% more capital invested
Capital invested by funds: $25.3M → $32.8M (+$7.49M)
29% more funds holding
Funds holding: 7 → 9 (+2)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
2.33% less ownership
Funds ownership: 90.99% → 88.66% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.24M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$301K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$220K |
| 4 |
FMTC
Farmers & Merchants Trust Company
Long Beach,
California
|
+$125K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$58.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$359K |
| 2 |
PTC
Private Trust Company
Cleveland,
Ohio
|
-$9.69K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.08K |
| 4 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$225 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $30.7M | +$5.24M | +162,987 | +22% |
|
|
FMTC
2
Farmers & Merchants Trust Company
Long Beach,
California
| $526K | +$125K | +3,893 | +33% |
|
|
SWM
3
SeaCrest Wealth Management
Purchase,
New York
| $474K | -$225 | -7 | -0% |
|
|
4
Cetera Investment Advisers
Schaumburg,
Illinois
| $315K | +$301K | +9,370 | New |
|
|
5
Goldman Sachs
New York
| $283K | -$359K | -11,143 | -57% |
|
|
CA
6
Cetera Advisors
Denver,
Colorado
| $230K | +$220K | +6,845 | New |
|
|
PTC
7
Private Trust Company
Cleveland,
Ohio
| $88.6K | -$9.69K | -301 | -10% |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $78.2K | +$36.2K | +1,125 | +94% |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $61K | +$58.4K | +1,814 | New |
|
|
10
Bank of America
Charlotte,
North Carolina
| – | -$1.08K | -34 | Closed |
|
TRFM Hedge Fund Activity: Q1 2024 in Review
9 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in AAM Transformers ETF (TRFM) for Q1 2024, worth a combined $32.8M — up 30% from $25.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TRFM positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.24M. The largest seller was Goldman Sachs, cutting an estimated $359K.
- 9 institutional investors held AAM Transformers ETF (TRFM) as of Q1 2024, up from 7 in Q4 2023.
- Funds reported $32.8M of AAM Transformers ETF stock for Q1 2024, up 30% quarter-over-quarter.
- 3 funds opened new AAM Transformers ETF positions in Q1 2024 and 1 closed out, a net change of +2 holders.
- The largest AAM Transformers ETF buyer in Q1 2024 was LPL Financial, an estimated $5.24M added.
- The largest AAM Transformers ETF seller in Q1 2024 was Goldman Sachs, an estimated $359K sold.
Based on aggregated 13F filings for Q1 2024.