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TCW Transform 500 ETF

61 hedge funds and large institutions have $437M invested in TCW Transform 500 ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
61
Holders Change
+10
Holders Change %
+19.61%
% of All Funds
0.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
16
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GS
26
GTS Securities
New York
$606K 10,892 -19,770 -64%
SAS
27
Sage Advisory Services
Texas
$524K 9,428 +9,428 New
KAS
28
Kestra Advisory Services
Texas
$514K 9,249 +9,249 New
VFA
29
Valeo Financial Advisors
Indiana
$505K 9,077 +1,842 +25%
AWP
30
Abacus Wealth Partners
California
$501K 9,008
PGA
31
Portland Global Advisors
Maine
$466K 8,380
FT
32
Fiduciary Trust
Massachusetts
$447K 8,045 +1,055 +15%
ASN
33
Advisory Services Network
Georgia
$424K 7,626 +2,017 +36%
SW
34
SVB Wealth
Massachusetts
$339K 6,090
SC
35
Stephens Consulting
Michigan
$325K 5,838 -3 -0.1%
Creative Planning
36
Creative Planning
Kansas
$323K 5,815 -4,856 -46%
JFG
37
JMG Financial Group
Illinois
$277K 4,982 +4,982 New
AWS
38
Atria Wealth Solutions
New York
$271K 4,866 +4,866 New
SI
39
Seeds Investor
New York
$264K 4,744 +4,744 New
CG
40
Caprock Group
Idaho
$260K 4,673
LPL Financial
41
LPL Financial
California
$248K 4,465 -546 -11%
Two Sigma Investments
42
Two Sigma Investments
New York
$234K 4,200 +4,200 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$233K 4,185 +4,185 New
WIC
44
Woodmont Investment Counsel
Tennessee
$233K 4,181 +4,181 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$222K 3,998 -10,258 -72%
FPAS
46
Focus Partners Advisor Solutions
Missouri
$206K 3,707 +3,707 New
PA
47
Parallel Advisors
California
$111K 1,993 +1 +0.1%
CAL
48
Capital Analysts LLC
Pennsylvania
$54K 978
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$51.3K 923
Osaic Holdings
50
Osaic Holdings
Arizona
$27.1K 488 -2,019 -81%