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TCW Transform 500 ETF

92 hedge funds and large institutions have $599M invested in TCW Transform 500 ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$400K
RWP
52
Ridgecrest Wealth Partners
California
$395K
CG
53
Caprock Group
Idaho
$349K
PGA
54
Portland Global Advisors
Maine
$331K
UBS Group
55
UBS Group
Switzerland
$316K
SA
56
Sonoma Allocations
California
$294K
SMA
57
Sage Mountain Advisors
Georgia
$290K
SWM
58
Stark Wealth Management
Pennsylvania
$273K
RFW
59
Rainier Family Wealth
Washington
$243K
SDWMA
60
Schneider Downs Wealth Management Advisors
Pennsylvania
$233K
AQR Capital Management
61
AQR Capital Management
Connecticut
$203K
FG
62
Fairman Group
Pennsylvania
$181K
MEG
63
Millstone Evans Group
Colorado
$162K
MCM
64
MAI Capital Management
Ohio
$156K
WWM
65
Wolff Wiese Magana
California
$122K
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$96.7K
FFA
67
Farther Finance Advisors
California
$92.5K
RF
68
Rossby Financial
Florida
$87.2K
AF
69
Advisornet Financial
Minnesota
$86.5K
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$86K
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$78.5K
CAL
72
Capital Analysts LLC
Pennsylvania
$78K
BBPWM
73
Blue Bell Private Wealth Management
Pennsylvania
$72.4K
Russell Investments Group
74
Russell Investments Group
United Kingdom
$36.4K
RFP
75
Root Financial Partners
California
$31.4K