AAM Transformers ETF
TRFM
12 hedge funds and large institutions have $39.6M invested in AAM Transformers ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 0 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
50% more funds holding
Funds holding: 8 → 12 (+4)
12% more capital invested
Capital invested by funds: $35.4M → $39.6M (+$4.18M)
0.76% more ownership
Funds ownership: 87.97% → 88.73% (+0.76%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.25M |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$704K |
| 3 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
+$510K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$258K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$8.58K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $34.3M | +$1.25M | +37,547 | +4% |
|
|
SWM
2
SeaCrest Wealth Management
Purchase,
New York
| $1.03M | +$510K | +15,334 | +109% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $874K | -$8.58K | -258 | -1% |
|
|
KPWS
4
Kestra Private Wealth Services
Austin,
Texas
| $738K | +$704K | +21,169 | New |
|
5
Cetera Investment Advisers
Schaumburg,
Illinois
| $704K | +$80.4K | +2,417 | +14% |
|
|
FMTC
6
Farmers & Merchants Trust Company
Long Beach,
California
| $548K | +$6.62K | +199 | +1% |
|
|
7
Mariner
Overland Park,
Kansas
| $453K | +$209K | +6,285 | +94% |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $451K | +$173K | +5,211 | +67% |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $270K | +$258K | +7,746 | New |
|
|
PTC
10
Private Trust Company
Cleveland,
Ohio
| $119K | +$10.8K | +325 | +11% |
|
11
Morgan Stanley
New York
| $41.8K | +$39.9K | +1,200 | New |
|
12
UBS Group
Zurich,
Switzerland
| $19.3K | +$18.5K | +555 | New |
|
TRFM Hedge Fund Activity: Q3 2024 in Review
12 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in AAM Transformers ETF (TRFM) for Q3 2024, worth a combined $39.6M — up 12% from $35.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new TRFM positions and 0 closed out — a net gain of 4 holders — while 7 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.25M. The largest seller was Commonwealth Equity Services, cutting an estimated $8.58K.
- 12 institutional investors held AAM Transformers ETF (TRFM) as of Q3 2024, up from 8 in Q2 2024.
- Funds reported $39.6M of AAM Transformers ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 4 funds opened new AAM Transformers ETF positions in Q3 2024 and 0 closed out, a net change of +4 holders.
- The largest AAM Transformers ETF buyer in Q3 2024 was LPL Financial, an estimated $1.25M added.
- The largest AAM Transformers ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $8.58K sold.
Based on aggregated 13F filings for Q3 2024.