AAM Transformers ETF
TRFM
11 hedge funds and large institutions have $45.6M invested in AAM Transformers ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 0 reducing their positions, and 1 closing their positions.
15% more capital invested
Capital invested by funds: $39.6M → $45.6M (+$6.05M)
1.6% less ownership
Funds ownership: 88.73% → 87.14% (-1.6%)
8% less funds holding
Funds holding: 12 → 11 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$710K |
| 2 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
+$591K |
| 3 |
Mariner
Overland Park,
Kansas
|
+$455K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$305K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$296K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$19.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $38.1M | +$710K | +18,927 | +2% |
|
|
SWM
2
SeaCrest Wealth Management
Purchase,
New York
| $1.71M | +$591K | +15,760 | +54% |
|
|
KPWS
3
Kestra Private Wealth Services
Austin,
Texas
| $1.1M | +$296K | +7,878 | +37% |
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $981K | +$28.9K | +771 | +3% |
|
|
5
Mariner
Overland Park,
Kansas
| $954K | +$455K | +12,127 | +93% |
|
6
Cetera Investment Advisers
Schaumburg,
Illinois
| $810K | +$43.2K | +1,150 | +6% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $800K | +$305K | +8,132 | +63% |
|
|
FMTC
8
Farmers & Merchants Trust Company
Long Beach,
California
| $684K | +$86.4K | +2,302 | +15% |
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $302K | +$8.41K | +224 | +3% |
|
|
PTC
10
Private Trust Company
Cleveland,
Ohio
| $129K | – | – | – |
|
11
Morgan Stanley
New York
| $45.5K | – | – | – |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$19.3K | -555 | Closed |
|
TRFM Hedge Fund Activity: Q4 2024 in Review
11 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in AAM Transformers ETF (TRFM) for Q4 2024, worth a combined $45.6M — up 15% from $39.6M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of TRFM and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 9 added.
The largest buyer was LPL Financial, adding an estimated $710K. The largest seller was UBS Group, exiting entirely with an estimated $19.3K sold.
- 11 institutional investors held AAM Transformers ETF (TRFM) as of Q4 2024, down from 12 in Q3 2024.
- Funds reported $45.6M of AAM Transformers ETF stock for Q4 2024, up 15% quarter-over-quarter.
- 0 funds opened new AAM Transformers ETF positions in Q4 2024 and 1 closed out, a net change of -1 holder.
- The largest AAM Transformers ETF buyer in Q4 2024 was LPL Financial, an estimated $710K added.
- The largest AAM Transformers ETF seller in Q4 2024 was UBS Group, an estimated $19.3K sold.
Based on aggregated 13F filings for Q4 2024.