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TCW Transform 500 ETF

35 hedge funds and large institutions have $139M invested in TCW Transform 500 ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
15
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPG
1
Jordan Park Group
California
$54.8M 1,252,544 +30,793 +3%
Betterment LLC
2
Betterment LLC
New York
$35.2M 805,173 +124,513 +18%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$18.3M 417,466 +50,336 +14%
Bank of America
4
Bank of America
North Carolina
$7.2M 164,378 -1,812 -1%
LGWM
5
Litman Gregory Wealth Management
California
$6.96M 158,990 +35,885 +29%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$4.19M 95,639 -17,038 -15%
V
7
Veritable
Delaware
$2.47M 56,397
Citadel Advisors
8
Citadel Advisors
Florida
$2.37M 54,044 +6,380 +13%
PWA
9
Phoenix Wealth Advisors
North Carolina
$1.55M 35,473 +316 +0.9%
MA
10
Mutual Advisors
Nebraska
$1.35M 30,893 +24,609 +392%
AL
11
Aspiriant LLC
California
$845K 19,316
MGIA
12
Moneta Group Investment Advisors
Missouri
$721K 16,472 +16,472 New
FI
13
Financial Insights
Washington
$686K 15,673 +15,673 New
SC
14
Stephens Consulting
Michigan
$457K 10,441 +2,583 +33%
Creative Planning
15
Creative Planning
Kansas
$397K 9,075 +32 +0.4%
AWP
16
Abacus Wealth Partners
California
$387K 8,850 -357 -4%
RWP
17
Ridgecrest Wealth Partners
California
$222K 5,065 +5,065 New
FT
18
Fiduciary Trust
Massachusetts
$219K 5,010 +310 +7%
TRCT
19
Tower Research Capital (TRC)
New York
$211K 4,812 -41,017 -90%
PA
20
Parallel Advisors
California
$184K 4,200 +1 +0%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$92K 2,100
CAL
22
Capital Analysts LLC
Pennsylvania
$43K 978
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$40K 923
UBS Group
24
UBS Group
Switzerland
$13K 293 -736 -72%
HR
25
Howe & Rusling
New York
$13K 308 +24 +8%