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TCW Transform 500 ETF

47 hedge funds and large institutions have $235M invested in TCW Transform 500 ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
19
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
$61.7M 1,297,248 +1,365 +0.1%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$54.9M 1,153,390 +325,887 +39%
Betterment LLC
3
Betterment LLC
New York
$44.1M 927,588 +28,519 +3%
AIA
4
Angeles Investment Advisors
California
$21M 441,981 +981 +0.2%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$19.4M 413,143 -39,768 -9%
Bank of America
6
Bank of America
North Carolina
$8.2M 172,241 +10,733 +7%
V
7
Veritable
Delaware
$4.99M 104,904
MA
8
Mutual Advisors
Nebraska
$4.75M 99,801 +5,390 +6%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.36M 91,611 -1,102 -1%
FI
10
Financial Insights
Washington
$1.62M 34,130 +8,205 +32%
PWA
11
Phoenix Wealth Advisors
North Carolina
$1.5M 31,474 +594 +2%
Citadel Advisors
12
Citadel Advisors
Florida
$1.2M 25,141 +3,180 +14%
AL
13
Aspiriant LLC
California
$919K 19,316
HCC
14
Hirtle Callaghan & Co
Pennsylvania
$836K 17,568 +2,746 +19%
MGIA
15
Moneta Group Investment Advisors
Missouri
$644K 13,522 +837 +7%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$582K 12,229 +12,229 New
Jane Street
17
Jane Street
New York
$512K 10,753 +10,753 New
Creative Planning
18
Creative Planning
Kansas
$505K 10,609 -1,046 -9%
AWP
19
Abacus Wealth Partners
California
$427K 8,934
Morgan Stanley
20
Morgan Stanley
New York
$400K 8,414 +7,147 +564%
PGA
21
Portland Global Advisors
Maine
$399K 8,380
SC
22
Stephens Consulting
Michigan
$364K 7,639
VFA
23
Valeo Financial Advisors
Indiana
$344K 7,235 +7,235 New
LPL Financial
24
LPL Financial
California
$227K 4,762 +53 +1%
CG
25
Caprock Group
Idaho
$221K 4,635 +11 +0.2%