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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 %
CPP
51
Capasso Planning Partners
South Carolina
$263K 4,134
RWP
52
Ridgecrest Wealth Partners
California
$209K 3,288 +3,288 New
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$96.6K 1,488
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$63K 989 -3,176 -76%
CAL
55
Capital Analysts LLC
Pennsylvania
$63K 984 +3 +0.3%
BBPWM
56
Blue Bell Private Wealth Management
Pennsylvania
$58.7K 923
FG
57
Fairman Group
Pennsylvania
$45.9K 722 +390 +117%
AF
58
Advisornet Financial
Minnesota
$35.9K 565 +177 +46%
SSB
59
Sandy Spring Bank
Maryland
$19.6K 309 +309 New
MG
60
Mather Group
Illinois
$12.3K 200
GA
61
GoalVest Advisory
New York
$8.58K 135
Russell Investments Group
62
Russell Investments Group
United Kingdom
$6.49K 102 +102 New
US Bancorp
63
US Bancorp
Minnesota
$6.36K 100
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$5.09K 80 -1 -1%
FCG
65
Financial Connections Group
California
$4K 69 -1 -1%
BWP
66
Baldwin Wealth Partners
Massachusetts
$3.18K 50
RWM
67
Ruedi Wealth Management
Illinois
$1.36K 21 +3 +17%
TC
68
Trust Company
Kansas
$470 7
Fidelity Investments
69
Fidelity Investments
Massachusetts
$254 4 +3 +300%
TRCT
70
Tower Research Capital (TRC)
New York
-20,278 Closed
PA
71
Parallel Advisors
California
-1,993 Closed
UBS Group
72
UBS Group
Switzerland
-599 Closed
MAWCM
73
Mine & Arao Wealth Creation & Management
California
-96 Closed
CFGS
74
Concourse Financial Group Securities
Alabama