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TCW Transform 500 ETF
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Overview Fund Activity

85 hedge funds and large institutions have $502M invested in TCW Transform 500 ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
37
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$14.6M
2
AIA
Angeles Investment Advisors
California
+$14M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$12.6M
4
Morgan Stanley
Morgan Stanley
New York
+$7.28M
5
EI
Ethic Inc
New York
+$5.9M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$56.4M
2
FI
Financial Insights
Washington
-$2.49M
3
MGIA
Moneta Group Investment Advisors
Missouri
-$2.15M
4
PWA
Phoenix Wealth Advisors
North Carolina
-$1.96M
5
TRCT
Tower Research Capital (TRC)
New York
-$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Modern Wealth Management
Kansas
$1.7M +$443K +6,091 +35%
Two Sigma Investments
27
Two Sigma Investments
New York
$1.65M +$1.65M +22,700 New
BJL
28
Brighton Jones LLC
Washington
$1.57M +$2.84K +39 +0.2%
LPL Financial
29
LPL Financial
California
$1.39M +$862K +11,856 +162%
HCC
30
Hirtle Callaghan & Co
Pennsylvania
$1.23M +$27.9K +383 +2%
MWM
31
Mission Wealth Management
California
$1.21M – – –
KAS
32
Kestra Advisory Services
Texas
$1.06M +$293K +4,028 +38%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.05M +$434K +5,965 +70%
Creative Planning
34
Creative Planning
Kansas
$910K +$19.3K +265 +2%
Citadel Advisors
35
Citadel Advisors
Florida
$907K +$582K +7,999 +179%
BIM
36
Breakwater Investment Management
Washington
$828K – – –
SAS
37
Sage Advisory Services
Texas
$775K -$6.33K -87 -0.8%
SI
38
Seeds Investor
New York
$771K -$143K -1,970 -16%
EWA
39
Etesian Wealth Advisors
Oregon
$744K +$148K +2,034 +25%
VFA
40
Valeo Financial Advisors
Indiana
$710K – – –
DT
41
Diversified Trust
Tennessee
$697K – – –
Osaic Holdings
42
Osaic Holdings
Arizona
$680K +$640K +8,829 +1,608%
Stifel Financial
43
Stifel Financial
Missouri
$650K +$3.64K +50 +0.6%
FT
44
Fiduciary Trust
Massachusetts
$612K – – –
MA
45
MJP Associates
Connecticut
$612K +$66.1K +909 +12%
AO
46
Advisor OS
Illinois
$612K +$66.1K +909 +12%
PFG
47
Premier Financial Group
California
$608K +$608K +8,050 New
SW
48
SVB Wealth
Massachusetts
$443K – – –
PSCM
49
Per Stirling Capital Management
Texas
$434K -$16.5K -227 -4%
SC
50
Stephens Consulting
Michigan
$416K +$1.24K +17 +0.3%
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