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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
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

Top Buyers

1 +$14.6M
2 +$14M
3 +$12.6M
4
Morgan Stanley
Morgan Stanley
New York
+$7.28M
5
EI
Ethic Inc
New York
+$5.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
51
Arax Advisory Partners
Colorado
$388K
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$371K
RWP
53
Ridgecrest Wealth Partners
California
$366K
FPAS
54
Focus Partners Advisor Solutions
Missouri
$358K
PGA
55
Portland Global Advisors
Maine
$327K
SMA
56
Sage Mountain Advisors
Georgia
$268K
SWM
57
Stark Wealth Management
Pennsylvania
$253K
SDWMA
58
Schneider Downs Wealth Management Advisors
Pennsylvania
$216K
Raymond James Financial
59
Raymond James Financial
Florida
$176K
FG
60
Fairman Group
Pennsylvania
$168K
MEG
61
Millstone Evans Group
Colorado
$150K
MCM
62
MAI Capital Management
Ohio
$144K
FFA
63
Farther Finance Advisors
California
$87.1K
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$85K
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$72.7K
CAL
66
Capital Analysts LLC
Pennsylvania
$72K
AF
67
Advisornet Financial
Minnesota
$70.9K
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
AUB
72
Atlantic Union Bankshares
Virginia
$22.7K
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$14K
TRCT
74
Tower Research Capital (TRC)
New York
$12.4K
GA
75
GoalVest Advisory
New York
$9.82K