AAM Transformers ETF
TRFM
8 hedge funds and large institutions have $35.4M invested in AAM Transformers ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
8% more capital invested
Capital invested by funds: $32.8M → $35.4M (+$2.6M)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.69% less ownership
Funds ownership: 88.66% → 87.97% (-0.69%)
11% less funds holding
Funds holding: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.12M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$840K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$278K |
| 4 |
Mariner
Overland Park,
Kansas
|
+$223K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$180K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$283K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$61K |
| 3 |
FMTC
Farmers & Merchants Trust Company
Long Beach,
California
|
-$4.24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $32.3M | +$1.12M | +33,728 | +4% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $864K | +$840K | +25,332 | New |
|
|
3
Cetera Investment Advisers
Schaumburg,
Illinois
| $606K | +$278K | +8,400 | +90% |
|
|
FMTC
4
Farmers & Merchants Trust Company
Long Beach,
California
| $529K | -$4.24K | -128 | -0.8% |
|
|
SWM
5
SeaCrest Wealth Management
Purchase,
New York
| $481K | – | – | – |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $264K | +$180K | +5,419 | +233% |
|
|
7
Mariner
Overland Park,
Kansas
| $229K | +$223K | +6,713 | New |
|
|
PTC
8
Private Trust Company
Cleveland,
Ohio
| $105K | +$14.8K | +446 | +17% |
|
|
9
Goldman Sachs
New York
| – | -$283K | -8,413 | Closed |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$61K | -1,814 | Closed |
|
TRFM Hedge Fund Activity: Q2 2024 in Review
8 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in AAM Transformers ETF (TRFM) for Q2 2024, worth a combined $35.4M — up 7.9% from $32.8M a quarter earlier.
Fund positioning in TRFM was balanced in Q2 2024: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.12M. The largest seller was Goldman Sachs, exiting entirely with an estimated $283K sold.
- 8 institutional investors held AAM Transformers ETF (TRFM) as of Q2 2024, down from 9 in Q1 2024.
- Funds reported $35.4M of AAM Transformers ETF stock for Q2 2024, up 7.9% quarter-over-quarter.
- 2 funds opened new AAM Transformers ETF positions in Q2 2024 and 2 closed out, a net change of 0 holders.
- The largest AAM Transformers ETF buyer in Q2 2024 was LPL Financial, an estimated $1.12M added.
- The largest AAM Transformers ETF seller in Q2 2024 was Goldman Sachs, an estimated $283K sold.
Based on aggregated 13F filings for Q2 2024.