VOTE icon

TCW Transform 500 ETF

48 hedge funds and large institutions have $284M invested in TCW Transform 500 ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
13
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$74.2M 1,438,633 +285,243 +25%
JPG
2
Jordan Park Group
California
$66.3M 1,285,016 -12,232 -0.9%
Betterment LLC
3
Betterment LLC
New York
$49.4M 956,579 +28,991 +3%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$21M 411,326 -1,817 -0.4%
LGWM
5
Litman Gregory Wealth Management
California
$9.82M 190,282 +190,282 New
Bank of America
6
Bank of America
North Carolina
$9.42M 182,539 +10,298 +6%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$7.99M 154,866 +154,866 New
MA
8
Mutual Advisors
Nebraska
$6M 116,292 +16,491 +17%
Goldman Sachs
9
Goldman Sachs
New York
$5.28M 102,324 +102,324 New
VAF
10
Values Added Financial
District of Columbia
$5.05M 97,816 +97,816 New
V
11
Veritable
Delaware
$5.02M 97,359 -7,545 -7%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.66M 90,291 -1,320 -1%
DWT
13
Dorsey & Whitney Trust
South Dakota
$4.4M 85,268 +85,268 New
AIA
14
Angeles Investment Advisors
California
$3.21M 62,300 -379,681 -86%
FI
15
Financial Insights
Washington
$2.32M 45,033 +10,903 +32%
PWA
16
Phoenix Wealth Advisors
North Carolina
$1.59M 30,825 -649 -2%
GS
17
GTS Securities
New York
$1.08M 21,013 +21,013 New
AL
18
Aspiriant LLC
California
$997K 19,316
HCC
19
Hirtle Callaghan & Co
Pennsylvania
$938K 18,174 +606 +3%
MGIA
20
Moneta Group Investment Advisors
Missouri
$768K 14,883 +1,361 +10%
AWP
21
Abacus Wealth Partners
California
$465K 9,008 +74 +0.8%
Morgan Stanley
22
Morgan Stanley
New York
$432K 8,381 -33 -0.4%
PGA
23
Portland Global Advisors
Maine
$432K 8,380
VFA
24
Valeo Financial Advisors
Indiana
$373K 7,235
SW
25
SVB Wealth
Massachusetts
$337K 6,525 +6,525 New