VOTE icon

TCW Transform 500 ETF

47 hedge funds and large institutions have $235M invested in TCW Transform 500 ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
19
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FT
26
Fiduciary Trust
Massachusetts
$217K 4,550
ASN
27
Advisory Services Network
Georgia
$214K 4,490 +1,103 +33%
Osaic Holdings
28
Osaic Holdings
Arizona
$119K 2,491 +145 +6%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$110K 2,300 -425 -16%
PA
30
Parallel Advisors
California
$94.8K 1,992 -2,208 -53%
CAL
31
Capital Analysts LLC
Pennsylvania
$47K 978
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$43.9K 923
AFS
33
Annapolis Financial Services
Maryland
$34.4K 723 +723 New
BAM
34
Belpointe Asset Management
Nevada
$23.8K 500
AF
35
Advisornet Financial
Minnesota
$14.9K 313 +16 +5%
UBS Group
36
UBS Group
Switzerland
$12.5K 262 -707 -73%
GA
37
GoalVest Advisory
New York
$6.43K 135
BWM
38
BerganKDV Wealth Management
Minnesota
$6K 126 +126 New
US Bancorp
39
US Bancorp
Minnesota
$4.76K 100
MAWCM
40
Mine & Arao Wealth Creation & Management
California
$4.57K 96
FCG
41
Financial Connections Group
California
$3K 68 +42 +162%
TWA
42
TCI Wealth Advisors
Arizona
$2.38K 50
BWP
43
Baldwin Wealth Partners
Massachusetts
$2.38K 50
FMP
44
Financial Management Professionals
Texas
$2K 39 +39 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1.62K 34 +4 +13%
RWM
46
Ruedi Wealth Management
Illinois
$990 21 +21 New
FFA
47
Farther Finance Advisors
California
$523 11 +11 New
LGWM
48
Litman Gregory Wealth Management
California
-202,369 Closed
TRCT
49
Tower Research Capital (TRC)
New York
-28,437 Closed
CA
50
Corrado Advisors
New Jersey
-300 Closed