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TCW Transform 500 ETF

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.

Holders
23
Holders Change
+9
Holders Change %
+64.29%
% of All Funds
0.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
6
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPG
1
Jordan Park Group
California
$68M 1,215,816 -796,085 -40%
SVCF
2
Silicon Valley Community Foundation
California
$42.3M 755,426 +755,426 New
Betterment LLC
3
Betterment LLC
New York
$28.2M 504,189 +225,670 +81%
Bank of America
4
Bank of America
North Carolina
$9.82M 175,572 -51,172 -23%
LGWM
5
Litman Gregory Wealth Management
California
$7.29M 130,411 +34,069 +35%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$6.05M 108,143 +16,382 +18%
AIM
7
Allen Investment Management
New York
$5.56M 99,465
V
8
Veritable
Delaware
$1.97M 35,141 +35,141 New
PWA
9
Phoenix Wealth Advisors
North Carolina
$1.63M 29,135 +28,835 +9,612%
AL
10
Aspiriant LLC
California
$1.08M 19,316
AWP
11
Abacus Wealth Partners
California
$495K 8,850 +8,850 New
Creative Planning
12
Creative Planning
Kansas
$456K 8,151 +8,151 New
SC
13
Stephens Consulting
Michigan
$245K 4,379 +4,379 New
PA
14
Parallel Advisors
California
$235K 4,199 +1,991 +90%
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$52K 923 +923 New
EWM
16
Elmwood Wealth Management
California
$34K 600 +600 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$22K 400 +100 +33%
HR
18
Howe & Rusling
New York
$15K 260 +260 New
UBS Group
19
UBS Group
Switzerland
$12K 206 +206 New
US Bancorp
20
US Bancorp
Minnesota
$11K 200
FCMA
21
Foresight Capital Management Advisors
Michigan
$11K 193 +193 New
Osaic Holdings
22
Osaic Holdings
Arizona
$4K 70
AF
23
Advisornet Financial
Minnesota
$3K 57 +57 New
Jane Street
24
Jane Street
New York
-55,755 Closed
JFA
25
JNBA Financial Advisors
Minnesota
-100 Closed