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TCW Transform 500 ETF

78 hedge funds and large institutions have $406M invested in TCW Transform 500 ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
78
Holders Change
+9
Holders Change %
+13.04%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
33
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$329K 4,900 +4,900 New
JFG
52
JMG Financial Group
Illinois
$325K 4,844 +50 +1%
DT
53
Diversified Trust
Tennessee
$321K 4,784 +4,784 New
CG
54
Caprock Group
Idaho
$318K 4,736 +15 +0.3%
WIC
55
Woodmont Investment Counsel
Tennessee
$280K 4,181
CPP
56
Capasso Planning Partners
South Carolina
$277K 4,134
LPL Financial
57
LPL Financial
California
$260K 3,875 -688 -15%
RWP
58
Ridgecrest Wealth Partners
California
$226K 3,378 +90 +3%
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$99.8K 1,488
FG
60
Fairman Group
Pennsylvania
$69.4K 1,035 +313 +43%
CAL
61
Capital Analysts LLC
Pennsylvania
$66K 987 +3 +0.3%
BBPWM
62
Blue Bell Private Wealth Management
Pennsylvania
$61.9K 923
AF
63
Advisornet Financial
Minnesota
$38.9K 581 +16 +3%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$34K 500 -489 -49%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$29.4K 438 +336 +329%
SSB
66
Sandy Spring Bank
Maryland
$20.7K 309
UBS Group
67
UBS Group
Switzerland
$14.1K 211 +211 New
MG
68
Mather Group
Illinois
$13.4K 200
Fidelity Investments
69
Fidelity Investments
Massachusetts
$11.3K 169 +165 +4,125%
GA
70
GoalVest Advisory
New York
$9.05K 135
US Bancorp
71
US Bancorp
Minnesota
$6.7K 100
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$6.7K 100 +100 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$5.3K 79 -1 -1%
FCG
74
Financial Connections Group
California
$4K 69
BWP
75
Baldwin Wealth Partners
Massachusetts
$3.35K 50