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TCW Transform 500 ETF

77 hedge funds and large institutions have $454M invested in TCW Transform 500 ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
1.03%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
10
Increased
31
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SC
51
Stephens Consulting
Michigan
$394K 5,725 -119 -2%
CG
52
Caprock Group
Idaho
$315K 4,575 -161 -3%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$305K 4,440 -1,281 -22%
WIC
54
Woodmont Investment Counsel
Tennessee
$299K 4,344 +163 +4%
FPAS
55
Focus Partners Advisor Solutions
Missouri
$288K 4,189 -3,801 -48%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$286K 4,152 -1,170 -22%
SMA
57
Sage Mountain Advisors
Georgia
$254K 3,691 +3,691 New
RWP
58
Ridgecrest Wealth Partners
California
$232K 3,378
MEG
59
Millstone Evans Group
Colorado
$141K 2,055 +2,055 New
MCM
60
MAI Capital Management
Ohio
$135K 1,967 +1,967 New
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$103K 1,488
FG
62
Fairman Group
Pennsylvania
$71.2K 1,035
CAL
63
Capital Analysts LLC
Pennsylvania
$68K 990 +3 +0.3%
BBPWM
64
Blue Bell Private Wealth Management
Pennsylvania
$63.5K 923
AF
65
Advisornet Financial
Minnesota
$47.7K 693 +112 +19%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$34K 500
Russell Investments Group
67
Russell Investments Group
United Kingdom
$30.1K 438
SSB
68
Sandy Spring Bank
Maryland
$21.4K 310 +1 +0.3%
MG
69
Mather Group
Illinois
$13.8K 200
Fidelity Investments
70
Fidelity Investments
Massachusetts
$12.9K 188 +19 +11%
GA
71
GoalVest Advisory
New York
$9.29K 135
US Bancorp
72
US Bancorp
Minnesota
$6.88K 100
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$6.88K 100
FCG
74
Financial Connections Group
California
$4K 70 +1 +1%
RWM
75
Ruedi Wealth Management
Illinois
$1.8K 26 +5 +24%