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TCW Transform 500 ETF

39 hedge funds and large institutions have $158M invested in TCW Transform 500 ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
10
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPG
1
Jordan Park Group
California
$54.1M 1,301,749 +49,205 +4%
Betterment LLC
2
Betterment LLC
New York
$35.2M 805,173
AIA
3
Angeles Investment Advisors
California
$18.6M 441,000 +441,000 New
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$17.3M 410,550 -6,916 -2%
LGWM
5
Litman Gregory Wealth Management
California
$8.22M 197,714 +38,724 +24%
Bank of America
6
Bank of America
North Carolina
$6.76M 162,627 -1,751 -1%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.93M 94,505 -1,134 -1%
MA
8
Mutual Advisors
Nebraska
$2.68M 64,528 +33,635 +109%
V
9
Veritable
Delaware
$2.56M 61,487 +5,090 +9%
Citadel Advisors
10
Citadel Advisors
Florida
$1.79M 43,051 -10,993 -20%
PWA
11
Phoenix Wealth Advisors
North Carolina
$1.41M 33,925 -1,548 -4%
FI
12
Financial Insights
Washington
$847K 20,355 +4,682 +30%
AL
13
Aspiriant LLC
California
$803K 19,316
MGIA
14
Moneta Group Investment Advisors
Missouri
$629K 15,124 -1,348 -8%
HCC
15
Hirtle Callaghan & Co
Pennsylvania
$597K 14,348 +14,348 New
Creative Planning
16
Creative Planning
Kansas
$496K 11,920 +2,845 +31%
AWP
17
Abacus Wealth Partners
California
$372K 8,934 +84 +0.9%
PGA
18
Portland Global Advisors
Maine
$349K 8,380 +8,380 New
SC
19
Stephens Consulting
Michigan
$330K 7,923 -2,518 -24%
RWP
20
Ridgecrest Wealth Partners
California
$211K 5,065
PA
21
Parallel Advisors
California
$175K 4,200
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$87K 2,100
APA
23
American Portfolios Advisors
New York
$71.7K 1,724 +1,724 New
CAL
24
Capital Analysts LLC
Pennsylvania
$41K 978
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$38K 923