AAM Transformers ETF
TRFM
13 hedge funds and large institutions have $42.1M invested in AAM Transformers ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 0 closing their positions.
18% more funds holding
Funds holding: 11 → 13 (+2)
1.73% less ownership
Funds ownership: 87.14% → 85.41% (-1.7%)
8% less capital invested
Capital invested by funds: $45.6M → $42.1M (-$3.49M)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.1M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$832K |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$40.9K |
| 4 |
SFCL
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
+$19.3K |
| 5 |
GSWM
Golden State Wealth Management
Santa Ana,
California
|
+$17.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.85M |
| 2 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$228K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$179K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$12.1K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$10.6K |
TRFM Hedge Fund Activity: Q1 2025 in Review
13 of the 7,469 institutional investors tracked by Wall St. Rank reported a position in AAM Transformers ETF (TRFM) for Q1 2025, worth a combined $42.1M — down 7.6% from $45.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new TRFM positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 6 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $2.1M. The largest seller was LPL Financial, cutting an estimated $1.85M.
- 13 institutional investors held AAM Transformers ETF (TRFM) as of Q1 2025, up from 11 in Q4 2024.
- Funds reported $42.1M of AAM Transformers ETF stock for Q1 2025, down 7.6% quarter-over-quarter.
- 2 funds opened new AAM Transformers ETF positions in Q1 2025 and 0 closed out, a net change of +2 holders.
- The largest AAM Transformers ETF buyer in Q1 2025 was Osaic Holdings, an estimated $2.1M added.
- The largest AAM Transformers ETF seller in Q1 2025 was LPL Financial, an estimated $1.85M sold.
Based on aggregated 13F filings for Q1 2025.