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TCW Transform 500 ETF
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Overview Fund Activity

77 hedge funds and large institutions have $454M invested in TCW Transform 500 ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
1.03%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
10
Increased
31
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Angeles Investment Advisors
California
$52.7M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$55.9M
3
TWM
3
Tolleson Wealth Management
Texas
$4.56M
4
EI
4
Ethic Inc
New York
$3.43M
5
Betterment LLC
5
Betterment LLC
New York
$87.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$41.5M
2
LNWTC
2
Laird Norton Wetherby Trust Company
Washington
$0
3
ASN
3
Advisory Services Network
Georgia
$0
4
JPG
4
Jordan Park Group
California
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BJL
26
Brighton Jones LLC
Washington
$1.44M 20,904 -226 -1%
MWM
27
Modern Wealth Management
Kansas
$1.19M 17,262 +17,262 New
MWM
28
Mission Wealth Management
California
$1.15M 16,683 – –
HCC
29
Hirtle Callaghan & Co
Pennsylvania
$1.1M 15,966 – –
Morgan Stanley
30
Morgan Stanley
New York
$975K 14,179 -3,252 -19%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$950K 13,806 -7,336 -35%
TRCT
32
Tower Research Capital (TRC)
New York
$894K 12,992 -122 -0.9%
Creative Planning
33
Creative Planning
Kansas
$835K 12,140 +6,381 +111%
SI
34
Seeds Investor
New York
$834K 12,126 +959 +9%
AWS
35
Atria Wealth Solutions
New York
$824K 11,973 -3,123 -21%
BIM
36
Breakwater Investment Management
Washington
$780K 11,344 +423 +4%
SAS
37
Sage Advisory Services
Texas
$739K 10,746 +1,211 +13%
KAS
38
Kestra Advisory Services
Texas
$734K 10,665 -279 -3%
VFA
39
Valeo Financial Advisors
Indiana
$705K 10,255 – –
Osaic Holdings
40
Osaic Holdings
Arizona
$686K 9,978 -1,774 -15%
DT
41
Diversified Trust
Tennessee
$659K 9,578 +4,794 +100%
Stifel Financial
42
Stifel Financial
Missouri
$611K 8,876 +414 +5%
LPL Financial
43
LPL Financial
California
$589K 8,563 +4,688 +121%
FT
44
Fiduciary Trust
Massachusetts
$579K 8,420 +375 +5%
PSA
45
Plum Street Advisors
Louisiana
$524K 7,622 +7,622 New
PGA
46
Portland Global Advisors
Maine
$500K 7,270 – –
PSCM
47
Per Stirling Capital Management
Texas
$426K 6,196 -1,951 -24%
EWA
48
Etesian Wealth Advisors
Oregon
$420K 6,110 – –
SW
49
SVB Wealth
Massachusetts
$419K 6,090 +6,090 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$401K 5,826 +926 +19%
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