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TCW Transform 500 ETF
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Overview Fund Activity

43 hedge funds and large institutions have $212M invested in TCW Transform 500 ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
13
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$36.6M
2
Betterment LLC
2
Betterment LLC
New York
$39.8M
3
V
3
Veritable
Delaware
$4.64M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$20.1M
5
MA
5
Mutual Advisors
Nebraska
$4.17M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$971K
2
JPG
2
Jordan Park Group
California
$57.3M
3
RWP
3
Ridgecrest Wealth Partners
California
$0
4
PWA
4
Phoenix Wealth Advisors
North Carolina
$1.37M
5
MGIA
5
Moneta Group Investment Advisors
Missouri
$597K
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$150K 3,387 +3,387 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$121K 2,725 +625 +30%
Osaic Holdings
28
Osaic Holdings
Arizona
$104K 2,346 +2,276 +3,251%
Morgan Stanley
29
Morgan Stanley
New York
$56K 1,267 +720 +132%
CAL
30
Capital Analysts LLC
Pennsylvania
$43K 978 – –
UBS Group
31
UBS Group
Switzerland
$42.8K 969 +251 +35%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$40.8K 923 – –
BAM
33
Belpointe Asset Management
Nevada
$22.1K 500 +500 New
CA
34
Corrado Advisors
New Jersey
$13.3K 300 +300 New
AF
35
Advisornet Financial
Minnesota
$13.1K 297 +41 +16%
GA
36
GoalVest Advisory
New York
$5.97K 135 – –
US Bancorp
37
US Bancorp
Minnesota
$4.42K 100 – –
MAWCM
38
Mine & Arao Wealth Creation & Management
California
$4.24K 96 – –
BWP
39
Baldwin Wealth Partners
Massachusetts
$2.21K 50 – –
TWA
40
TCI Wealth Advisors
Arizona
$2.21K 50 – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$1.33K 30 – –
FCG
42
Financial Connections Group
California
$1K 26 – –
EE
43
EWG Elevate
California
$226 5 +5 New
RWP
44
Ridgecrest Wealth Partners
California
– – -5,065 Closed
HR
45
Howe & Rusling
New York
– – -301 Closed
Wells Fargo
46
Wells Fargo
California
– – -6 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
– – – –
1
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