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TCW Transform 500 ETF

61 hedge funds and large institutions have $437M invested in TCW Transform 500 ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
61
Holders Change
+10
Holders Change %
+19.61%
% of All Funds
0.89%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
16
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$93.8M 1,685,595 +47,868 +3%
JPG
2
Jordan Park Group
California
$67.1M 1,206,696 -73,465 -6%
AIA
3
Angeles Investment Advisors
California
$56.4M 1,014,623 +446,808 +79%
Betterment LLC
4
Betterment LLC
New York
$53.7M 964,591 -976 -0.1%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$37.2M 669,601 +245,747 +58%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$32.5M 583,958 +127,716 +28%
Goldman Sachs
7
Goldman Sachs
New York
$19.5M 350,128 +198,650 +131%
LGWM
8
Litman Gregory Wealth Management
California
$10.4M 187,136 -2,423 -1%
Bank of America
9
Bank of America
North Carolina
$10.1M 180,738 +18,714 +12%
DWT
10
Dorsey & Whitney Trust
South Dakota
$8.47M 152,322 +37,920 +33%
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$6.38M 114,627 +114,627 New
VAF
12
Values Added Financial
District of Columbia
$5.2M 93,427 -9,141 -9%
MA
13
Mutual Advisors
Nebraska
$4.65M 83,536 -39,734 -32%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.4M 79,159 -6,987 -8%
FI
15
Financial Insights
Washington
$4.11M 73,861 +12,926 +21%
PWA
16
Phoenix Wealth Advisors
North Carolina
$3M 54,385 +23,917 +78%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.34M 42,092 -9,056 -18%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.31M 41,446 +41,446 New
Morgan Stanley
19
Morgan Stanley
New York
$1.53M 27,450 +18,366 +202%
MGIA
20
Moneta Group Investment Advisors
Missouri
$1.36M 24,509 +1,219 +5%
BJL
21
Brighton Jones LLC
Washington
$1.17M 21,122 +21,122 New
TRCT
22
Tower Research Capital (TRC)
New York
$1.16M 20,871 +20,871 New
AL
23
Aspiriant LLC
California
$1.07M 19,316
MWM
24
Mission Wealth Management
California
$928K 16,683
HCC
25
Hirtle Callaghan & Co
Pennsylvania
$888K 15,966