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TCW Transform 500 ETF

32 hedge funds and large institutions have $161M invested in TCW Transform 500 ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
32
Holders Change
+9
Holders Change %
+39.13%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
12
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPG
1
Jordan Park Group
California
$64.6M 1,221,751 +5,935 +0.5%
Betterment LLC
2
Betterment LLC
New York
$36M 680,660 +176,471 +35%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$19.4M 367,130 +367,130 New
Bank of America
4
Bank of America
North Carolina
$8.79M 166,190 -9,382 -5%
LGWM
5
Litman Gregory Wealth Management
California
$6.51M 123,105 -7,306 -6%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$5.96M 112,677 +4,534 +4%
AIM
7
Allen Investment Management
New York
$5.26M 99,465
V
8
Veritable
Delaware
$2.98M 56,397 +21,256 +60%
Citadel Advisors
9
Citadel Advisors
Florida
$2.52M 47,664 +47,664 New
TRCT
10
Tower Research Capital (TRC)
New York
$2.43M 45,829 +45,829 New
PWA
11
Phoenix Wealth Advisors
North Carolina
$1.84M 35,157 +6,022 +21%
AL
12
Aspiriant LLC
California
$1.02M 19,316
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$964K 18,219 +18,219 New
AWP
14
Abacus Wealth Partners
California
$487K 9,207 +357 +4%
Creative Planning
15
Creative Planning
Kansas
$478K 9,043 +892 +11%
SC
16
Stephens Consulting
Michigan
$416K 7,858 +3,479 +79%
MA
17
Mutual Advisors
Nebraska
$332K 6,284 +6,284 New
FT
18
Fiduciary Trust
Massachusetts
$249K 4,700 +4,700 New
PA
19
Parallel Advisors
California
$226K 4,199
MWM
20
Mission Wealth Management
California
$201K 3,791 +3,791 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$111K 2,100 +1,700 +425%
UBS Group
22
UBS Group
Switzerland
$54K 1,029 +823 +400%
CAL
23
Capital Analysts LLC
Pennsylvania
$52K 978 +978 New
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$49K 923
HR
25
Howe & Rusling
New York
$15K 284 +24 +9%