VOTE icon

TCW Transform 500 ETF

83 hedge funds and large institutions have $457M invested in TCW Transform 500 ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+6
Holders Change %
+7.79%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
10
Increased
38
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
51
Centric Wealth Management
Illinois
$317K +$317K +4,844 New
PGA
52
Portland Global Advisors
Maine
$306K -$170K -2,595 -36%
CG
53
Caprock Group
Idaho
$300K +$916 +14 +0.3%
Citadel Advisors
54
Citadel Advisors
Florida
$292K +$292K +4,473 New
RWP
55
Ridgecrest Wealth Partners
California
$291K +$70.3K +1,075 +32%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$275K -$628K -9,599 -70%
SMA
57
Sage Mountain Advisors
Georgia
$241K
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$214K -$76K -1,163 -26%
MEG
59
Millstone Evans Group
Colorado
$135K +$523 +8 +0.4%
MCM
60
MAI Capital Management
Ohio
$129K +$327 +5 +0.3%
FG
61
Fairman Group
Pennsylvania
$71.2K
CAL
62
Capital Analysts LLC
Pennsylvania
$65K +$196 +3 +0.3%
BBPWM
63
Blue Bell Private Wealth Management
Pennsylvania
$60.4K
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$58.2K -$28.4K -488 -33%
AF
65
Advisornet Financial
Minnesota
$54.6K +$9.28K +142 +20%
UBS Group
66
UBS Group
Switzerland
$46.6K +$46.6K +713 New
Osaic Holdings
67
Osaic Holdings
Arizona
$35.9K -$617K -9,429 -94%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$33K
RF
69
Rossby Financial
Florida
$32.1K +$32.1K +497 New
Russell Investments Group
70
Russell Investments Group
United Kingdom
$28.6K
SSB
71
Sandy Spring Bank
Maryland
$20.4K +$65 +1 +0.3%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$18.6K +$6.29K +96 +51%
MG
73
Mather Group
Illinois
$13.1K
GA
74
GoalVest Advisory
New York
$8.83K
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$7.78K +$7.65K +117 +5,850%