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TCW Transform 500 ETF

51 hedge funds and large institutions have $338M invested in TCW Transform 500 ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
7
Increased
21
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$81.7M 1,637,727 +199,094 +14%
JPG
2
Jordan Park Group
California
$63.9M 1,280,161 -4,855 -0.4%
Betterment LLC
3
Betterment LLC
New York
$48.2M 965,567 +8,988 +0.9%
AIA
4
Angeles Investment Advisors
California
$28.3M 567,815 +505,515 +811%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$22.8M 456,242 +301,376 +195%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$21.2M 423,854 +12,528 +3%
LGWM
7
Litman Gregory Wealth Management
California
$9.46M 189,559 -723 -0.4%
Bank of America
8
Bank of America
North Carolina
$8.08M 162,024 -20,515 -11%
Goldman Sachs
9
Goldman Sachs
New York
$7.56M 151,478 +49,154 +48%
MA
10
Mutual Advisors
Nebraska
$6.15M 123,270 +6,978 +6%
DWT
11
Dorsey & Whitney Trust
South Dakota
$5.71M 114,402 +29,134 +34%
PFO
12
Pathstone Family Office
New Jersey
$5.15M 103,209 +103,209 New
VAF
13
Values Added Financial
District of Columbia
$5.12M 102,568 +4,752 +5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.3M 86,146 -4,145 -5%
FI
15
Financial Insights
Washington
$2.97M 60,935 +15,902 +35%
Citadel Advisors
16
Citadel Advisors
Florida
$2.88M 57,662 +57,662 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.55M 51,148 +51,148 New
GS
18
GTS Securities
New York
$1.53M 30,662 +9,649 +46%
PWA
19
Phoenix Wealth Advisors
North Carolina
$1.52M 30,468 -357 -1%
MGIA
20
Moneta Group Investment Advisors
Missouri
$1.16M 23,290 +8,407 +56%
AL
21
Aspiriant LLC
California
$963K 19,316
MWM
22
Mission Wealth Management
California
$832K 16,683 +16,683 New
HCC
23
Hirtle Callaghan & Co
Pennsylvania
$796K 15,966 -2,208 -12%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$711K 14,256 +11,353 +391%
Creative Planning
25
Creative Planning
Kansas
$532K 10,671 +4,398 +70%