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TCW Transform 500 ETF

90 hedge funds and large institutions have $594M 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, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
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 Sellers

1 -$25.5M
2 -$1.65M
3 -$936K
4
Citadel Advisors
Citadel Advisors
Florida
-$907K
5
Goldman Sachs
Goldman Sachs
New York
-$801K
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
51
Ridgecrest Wealth Partners
California
$395K
CG
52
Caprock Group
Idaho
$349K
PGA
53
Portland Global Advisors
Maine
$331K
UBS Group
54
UBS Group
Switzerland
$316K
SA
55
Sonoma Allocations
California
$294K
SMA
56
Sage Mountain Advisors
Georgia
$290K
RFW
57
Rainier Family Wealth
Washington
$243K
SDWMA
58
Schneider Downs Wealth Management Advisors
Pennsylvania
$233K
AQR Capital Management
59
AQR Capital Management
Connecticut
$203K
FG
60
Fairman Group
Pennsylvania
$181K
MEG
61
Millstone Evans Group
Colorado
$162K
MCM
62
MAI Capital Management
Ohio
$156K
WWM
63
Wolff Wiese Magana
California
$122K
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$96.7K
FFA
65
Farther Finance Advisors
California
$92.5K
RF
66
Rossby Financial
Florida
$87.2K
AF
67
Advisornet Financial
Minnesota
$86.5K
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$86K
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$78.5K
CAL
70
Capital Analysts LLC
Pennsylvania
$78K
BBPWM
71
Blue Bell Private Wealth Management
Pennsylvania
$72.4K
Russell Investments Group
72
Russell Investments Group
United Kingdom
$36.4K
RFP
73
Root Financial Partners
California
$31.4K
AUB
74
Atlantic Union Bankshares
Virginia
$24.6K
Fidelity Investments
75
Fidelity Investments
Massachusetts
$24.1K