VOTE icon

TCW Transform 500 ETF
VOTE

Overview Fund Activity

83 hedge funds and large institutions have $501M invested in TCW Transform 500 ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
83
Holders Change
–
Holders Change %
0%
% of All Funds
1.11%
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
36
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$111M
2
AIA
2
Angeles Investment Advisors
California
$76.7M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$73.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.41M
5
EI
5
Ethic Inc
New York
$20.2M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$0
2
FI
2
Financial Insights
Washington
$5.23M
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$2.31M
4
PWA
4
Phoenix Wealth Advisors
North Carolina
$2.47M
5
TRCT
5
Tower Research Capital (TRC)
New York
$12.4K
Name Market Value Shares Shares
Change 		Shares
Change %
AAP
51
Arax Advisory Partners
Colorado
$388K 5,340 +5,340 New
RWP
52
Ridgecrest Wealth Partners
California
$366K 5,028 +575 +13%
FPAS
53
Focus Partners Advisor Solutions
Missouri
$358K 4,926 +30 +0.6%
PGA
54
Portland Global Advisors
Maine
$327K 4,500 -175 -4%
SMA
55
Sage Mountain Advisors
Georgia
$268K 3,691 – –
SWM
56
Stark Wealth Management
Pennsylvania
$253K 3,480 +3,480 New
SDWMA
57
Schneider Downs Wealth Management Advisors
Pennsylvania
$216K 2,974 +2,974 New
Raymond James Financial
58
Raymond James Financial
Florida
$176K 2,417 +2,417 New
FG
59
Fairman Group
Pennsylvania
$168K 2,308 +1,273 +123%
MEG
60
Millstone Evans Group
Colorado
$150K 2,063 – –
MCM
61
MAI Capital Management
Ohio
$144K 1,977 +5 +0.3%
FFA
62
Farther Finance Advisors
California
$87.1K 1,197 +1,197 New
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$85K 1,161 +661 +132%
CAL
64
Capital Analysts LLC
Pennsylvania
$72K 996 +3 +0.3%
AF
65
Advisornet Financial
Minnesota
$70.9K 975 +140 +17%
BBPWM
66
Blue Bell Private Wealth Management
Pennsylvania
$67.1K 923 – –
RF
67
Rossby Financial
Florida
$36.2K 497 – –
Russell Investments Group
68
Russell Investments Group
United Kingdom
$31.9K 438 – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$24.3K 335 +51 +18%
AUB
70
Atlantic Union Bankshares
Virginia
$22.7K 312 +312 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$14K 192 +73 +61%
TRCT
72
Tower Research Capital (TRC)
New York
$12.4K 171 -18,624 -99%
GA
73
GoalVest Advisory
New York
$9.82K 135 – –
National Bank of Canada
74
National Bank of Canada
Quebec, Canada
$7.28K 100 – –
TPWA
75
Twin Peaks Wealth Advisors
California
$6.96K 92 +92 New
1 2
3
4