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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 %
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$90.9K 1,488 +1,488 New
CAL
52
Capital Analysts LLC
Pennsylvania
$60K 981 +3 +0.3%
BBPWM
53
Blue Bell Private Wealth Management
Pennsylvania
$56.5K 923
UBS Group
54
UBS Group
Switzerland
$36.7K 599 +599 New
Osaic Holdings
55
Osaic Holdings
Arizona
$31.2K 510 +22 +5%
AF
56
Advisornet Financial
Minnesota
$23.8K 388 +18 +5%
FG
57
Fairman Group
Pennsylvania
$20.3K 332 +332 New
MG
58
Mather Group
Illinois
$11.1K 200 +200 New
GA
59
GoalVest Advisory
New York
$8.27K 135
US Bancorp
60
US Bancorp
Minnesota
$6.13K 100
MAWCM
61
Mine & Arao Wealth Creation & Management
California
$5.88K 96
FCG
62
Financial Connections Group
California
$5K 70 +2 +3%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$4.96K 81 +61 +305%
BWP
64
Baldwin Wealth Partners
Massachusetts
$3.06K 50
RWM
65
Ruedi Wealth Management
Illinois
$1.1K 18 -3 -14%
TC
66
Trust Company
Kansas
$453 7 +7 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$61 1 -88 -99%
JPG
68
Jordan Park Group
California
-1,206,696 Closed
AWP
69
Abacus Wealth Partners
California
-9,008 Closed
Two Sigma Investments
70
Two Sigma Investments
New York
-4,200 Closed
FFA
71
Farther Finance Advisors
California
-11 Closed
SSB
72
Sandy Spring Bank
Maryland
-2 Closed
CFGS
73
Concourse Financial Group Securities
Alabama