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TCW Transform 500 ETF

51 hedge funds and large institutions have $338M invested in TCW Transform 500 ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
7
Increased
21
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$453K 9,084 +703 +8%
AWP
27
Abacus Wealth Partners
California
$449K 9,008
PGA
28
Portland Global Advisors
Maine
$418K 8,380
VFA
29
Valeo Financial Advisors
Indiana
$361K 7,235
FT
30
Fiduciary Trust
Massachusetts
$349K 6,990 +2,440 +54%
SW
31
SVB Wealth
Massachusetts
$304K 6,090 -435 -7%
SC
32
Stephens Consulting
Michigan
$291K 5,841 -291 -5%
ASN
33
Advisory Services Network
Georgia
$280K 5,609 +549 +11%
LPL Financial
34
LPL Financial
California
$250K 5,011 +383 +8%
CG
35
Caprock Group
Idaho
$233K 4,673 +16 +0.3%
BCI
36
Brinker Capital Investments
Pennsylvania
$213K 4,271 +4,271 New
OPS
37
Orion Portfolio Solutions
Nebraska
$213K 4,271 +4,271 New
Osaic Holdings
38
Osaic Holdings
Arizona
$125K 2,507 +161 +7%
PA
39
Parallel Advisors
California
$99.4K 1,992
CAL
40
Capital Analysts LLC
Pennsylvania
$49K 978
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$46K 923
UBS Group
42
UBS Group
Switzerland
$37.9K 759 -1,114 -59%
AF
43
Advisornet Financial
Minnesota
$17K 341 +15 +5%
GA
44
GoalVest Advisory
New York
$6.73K 135
US Bancorp
45
US Bancorp
Minnesota
$4.99K 100
MAWCM
46
Mine & Arao Wealth Creation & Management
California
$4.79K 96
FCG
47
Financial Connections Group
California
$3K 68
BWP
48
Baldwin Wealth Partners
Massachusetts
$2.49K 50
AWM
49
Abound Wealth Management
Tennessee
$1.25K 25 +25 New
RWM
50
Ruedi Wealth Management
Illinois
$1.04K 21