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TCW Transform 500 ETF

69 hedge funds and large institutions have $399M invested in TCW Transform 500 ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
27
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HCC
26
Hirtle Callaghan & Co
Pennsylvania
$1.02M 15,966
TWM
27
Tolleson Wealth Management
Texas
$763K 12,000 +12,000 New
KAS
28
Kestra Advisory Services
Texas
$694K 10,922 +498 +5%
BIM
29
Breakwater Investment Management
Washington
$688K 10,824 +49 +0.5%
Osaic Holdings
30
Osaic Holdings
Arizona
$666K 10,481 +9,971 +1,955%
SI
31
Seeds Investor
New York
$665K 10,452 +5,573 +114%
AWS
32
Atria Wealth Solutions
New York
$661K 10,391 +1,022 +11%
BCI
33
Brinker Capital Investments
Pennsylvania
$658K 10,343 +2,801 +37%
OPS
34
Orion Portfolio Solutions
Nebraska
$658K 10,343 +2,801 +37%
VFA
35
Valeo Financial Advisors
Indiana
$652K 10,255 -93 -0.9%
SAS
36
Sage Advisory Services
Texas
$606K 9,535 -1,941 -17%
FT
37
Fiduciary Trust
Massachusetts
$512K 8,045
FPAS
38
Focus Partners Advisor Solutions
Missouri
$499K 7,848 +4,140 +112%
PGA
39
Portland Global Advisors
Maine
$462K 7,270 -1,605 -18%
Citadel Advisors
40
Citadel Advisors
Florida
$442K 6,949 +6,949 New
PSCM
41
Per Stirling Capital Management
Texas
$422K 6,643 +5 +0.1%
SC
42
Stephens Consulting
Michigan
$397K 6,248 -251 -4%
SW
43
SVB Wealth
Massachusetts
$387K 6,090
Creative Planning
44
Creative Planning
Kansas
$366K 5,759 -120 -2%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$359K 5,654 +112 +2%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$334K 5,255 +106 +2%
JFG
47
JMG Financial Group
Illinois
$305K 4,794 -188 -4%
CG
48
Caprock Group
Idaho
$300K 4,721 +15 +0.3%
LPL Financial
49
LPL Financial
California
$290K 4,563 -94 -2%
WIC
50
Woodmont Investment Counsel
Tennessee
$266K 4,181