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TCW Transform 500 ETF

48 hedge funds and large institutions have $284M invested in TCW Transform 500 ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
13
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$324K 6,273 -4,336 -41%
SC
27
Stephens Consulting
Michigan
$316K 6,132 -1,507 -20%
ASN
28
Advisory Services Network
Georgia
$261K 5,060 +570 +13%
CG
29
Caprock Group
Idaho
$240K 4,657 +22 +0.5%
LPL Financial
30
LPL Financial
California
$239K 4,628 -134 -3%
FT
31
Fiduciary Trust
Massachusetts
$235K 4,550
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$149K 2,903 +603 +26%
Osaic Holdings
33
Osaic Holdings
Arizona
$121K 2,346 -145 -6%
PA
34
Parallel Advisors
California
$103K 1,992
UBS Group
35
UBS Group
Switzerland
$96.6K 1,873 +1,611 +615%
CAL
36
Capital Analysts LLC
Pennsylvania
$50K 978
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$47.6K 923
AF
38
Advisornet Financial
Minnesota
$16.8K 326 +13 +4%
GA
39
GoalVest Advisory
New York
$6.97K 135
US Bancorp
40
US Bancorp
Minnesota
$5.16K 100
MAWCM
41
Mine & Arao Wealth Creation & Management
California
$4.95K 96
FCG
42
Financial Connections Group
California
$3K 68
BWP
43
Baldwin Wealth Partners
Massachusetts
$2.58K 50
RWM
44
Ruedi Wealth Management
Illinois
$1.07K 21
RDFA
45
Ritter Daniher Financial Advisory
Ohio
$620 12 +12 New
FFA
46
Farther Finance Advisors
California
$568 11
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$52 1 -33 -97%
IA
48
IFP Advisors
Florida
$52 1 +1 New
Citadel Advisors
49
Citadel Advisors
Florida
-25,141 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
-12,229 Closed