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TCW Transform 500 ETF

67 hedge funds and large institutions have $357M invested in TCW Transform 500 ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
32
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SAS
26
Sage Advisory Services
Texas
$703K 11,476 +2,048 +22%
BIM
27
Breakwater Investment Management
Washington
$660K 10,775 +10,775 New
KAS
28
Kestra Advisory Services
Texas
$639K 10,424 +1,175 +13%
ASN
29
Advisory Services Network
Georgia
$634K 10,356 +2,730 +36%
VFA
30
Valeo Financial Advisors
Indiana
$612K 10,348 +1,271 +14%
AWS
31
Atria Wealth Solutions
New York
$574K 9,369 +4,503 +93%
PGA
32
Portland Global Advisors
Maine
$544K 8,875 +495 +6%
FT
33
Fiduciary Trust
Massachusetts
$493K 8,045
BCI
34
Brinker Capital Investments
Pennsylvania
$462K 7,542 +7,542 New
OPS
35
Orion Portfolio Solutions
Nebraska
$462K 7,542 +7,542 New
PSCM
36
Per Stirling Capital Management
Texas
$407K 6,638 +6,638 New
SC
37
Stephens Consulting
Michigan
$398K 6,499 +661 +11%
SW
38
SVB Wealth
Massachusetts
$373K 6,090
Creative Planning
39
Creative Planning
Kansas
$360K 5,879 +64 +1%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$339K 5,542 +5,542 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$315K 5,149 +964 +23%
JFG
42
JMG Financial Group
Illinois
$305K 4,982
SI
43
Seeds Investor
New York
$299K 4,879 +135 +3%
CG
44
Caprock Group
Idaho
$288K 4,706 +33 +0.7%
LPL Financial
45
LPL Financial
California
$285K 4,657 +192 +4%
WIC
46
Woodmont Investment Counsel
Tennessee
$256K 4,181
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$255K 4,165 +167 +4%
CPP
48
Capasso Planning Partners
South Carolina
$253K 4,134 +4,134 New
FPAS
49
Focus Partners Advisor Solutions
Missouri
$227K 3,708 +1 +0%
PA
50
Parallel Advisors
California
$122K 1,993