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TCW Transform 500 ETF

85 hedge funds and large institutions have $502M invested in TCW Transform 500 ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
37
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAP
51
Arax Advisory Partners
Colorado
$388K +$388K +5,340 New
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$371K +$64.5K +887 +21%
RWP
53
Ridgecrest Wealth Partners
California
$366K +$41.8K +575 +13%
FPAS
54
Focus Partners Advisor Solutions
Missouri
$358K +$2.18K +30 +0.6%
PGA
55
Portland Global Advisors
Maine
$327K -$12.7K -175 -4%
SMA
56
Sage Mountain Advisors
Georgia
$268K
SWM
57
Stark Wealth Management
Pennsylvania
$253K +$253K +3,480 New
SDWMA
58
Schneider Downs Wealth Management Advisors
Pennsylvania
$216K +$216K +2,974 New
Raymond James Financial
59
Raymond James Financial
Florida
$176K +$176K +2,417 New
FG
60
Fairman Group
Pennsylvania
$168K +$92.6K +1,273 +123%
MEG
61
Millstone Evans Group
Colorado
$150K
MCM
62
MAI Capital Management
Ohio
$144K +$364 +5 +0.3%
FFA
63
Farther Finance Advisors
California
$87.1K +$87.1K +1,197 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$85K +$48.4K +661 +132%
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$72.7K
CAL
66
Capital Analysts LLC
Pennsylvania
$72K +$217 +3 +0.3%
AF
67
Advisornet Financial
Minnesota
$70.9K +$10.2K +140 +17%
BBPWM
68
Blue Bell Private Wealth Management
Pennsylvania
$67.1K
RF
69
Rossby Financial
Florida
$36.2K
Russell Investments Group
70
Russell Investments Group
United Kingdom
$31.9K
Fidelity Investments
71
Fidelity Investments
Massachusetts
$24.3K +$3.71K +51 +18%
AUB
72
Atlantic Union Bankshares
Virginia
$22.7K +$22.7K +312 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$14K +$5.31K +73 +61%
TRCT
74
Tower Research Capital (TRC)
New York
$12.4K -$1.35M -18,624 -99%
GA
75
GoalVest Advisory
New York
$9.82K