TCW Transform 500 ETF
VOTE
VOTE
23 hedge funds and large institutions have $173M invested in TCW Transform 500 ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
18% more capital invested
Capital invested by funds: $147M → $173M (+$26.5M)
14.81% less ownership
Funds ownership: 77.09% → 62.27% (-15%)
Holders
23
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$42.3M | |
| 2 | +$12.6M | |
| 3 | +$1.97M | |
| 4 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$1.91M |
| 5 |
PWA
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
+$1.61M |
Top Sellers
| 1 | -$44.5M | |
| 2 | -$2.86M | |
| 3 | -$2.84M | |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$5K |