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TCW Transform 500 ETF

43 hedge funds and large institutions have $212M invested in TCW Transform 500 ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
13
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPG
1
Jordan Park Group
California
$57.3M 1,295,883 -5,866 -0.5%
Betterment LLC
2
Betterment LLC
New York
$39.8M 899,069 +93,896 +12%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$36.6M 827,503 +827,503 New
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$20.1M 452,911 +42,361 +10%
AIA
5
Angeles Investment Advisors
California
$19.5M 441,000
LGWM
6
Litman Gregory Wealth Management
California
$8.95M 202,369 +4,655 +2%
Bank of America
7
Bank of America
North Carolina
$7.14M 161,508 -1,119 -0.7%
V
8
Veritable
Delaware
$4.64M 104,904 +43,417 +71%
MA
9
Mutual Advisors
Nebraska
$4.17M 94,411 +29,883 +46%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.1M 92,713 -1,792 -2%
PWA
11
Phoenix Wealth Advisors
North Carolina
$1.37M 30,880 -3,045 -9%
TRCT
12
Tower Research Capital (TRC)
New York
$1.26M 28,437 +28,337 +28,337%
FI
13
Financial Insights
Washington
$1.15M 25,925 +5,570 +27%
Citadel Advisors
14
Citadel Advisors
Florida
$971K 21,961 -21,090 -49%
AL
15
Aspiriant LLC
California
$854K 19,316
HCC
16
Hirtle Callaghan & Co
Pennsylvania
$655K 14,822 +474 +3%
MGIA
17
Moneta Group Investment Advisors
Missouri
$597K 12,685 -2,439 -16%
Creative Planning
18
Creative Planning
Kansas
$515K 11,655 -265 -2%
AWP
19
Abacus Wealth Partners
California
$395K 8,934
PGA
20
Portland Global Advisors
Maine
$371K 8,380
SC
21
Stephens Consulting
Michigan
$338K 7,639 -284 -4%
LPL Financial
22
LPL Financial
California
$208K 4,709 +4,709 New
CG
23
Caprock Group
Idaho
$205K 4,624 +4,624 New
FT
24
Fiduciary Trust
Massachusetts
$201K 4,550 +4,550 New
PA
25
Parallel Advisors
California
$186K 4,200