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TCW Transform 500 ETF

67 hedge funds and large institutions have $357M invested in TCW Transform 500 ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
32
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AIA
1
Angeles Investment Advisors
California
$64.3M 1,050,387 +35,764 +4%
Betterment LLC
2
Betterment LLC
New York
$59.8M 975,704 +11,113 +1%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$43.2M 705,768 -979,827 -58%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$42.2M 689,560 +105,602 +18%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$41.8M 681,895 +12,294 +2%
Goldman Sachs
6
Goldman Sachs
New York
$12.2M 199,830 -150,298 -43%
DWT
7
Dorsey & Whitney Trust
South Dakota
$11.5M 187,719 +35,397 +23%
LGWM
8
Litman Gregory Wealth Management
California
$10.7M 175,098 -12,038 -6%
Bank of America
9
Bank of America
North Carolina
$10M 163,739 -16,999 -9%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
$7.02M 114,627
MA
11
Mutual Advisors
Nebraska
$6.47M 105,562 +22,026 +26%
VAF
12
Values Added Financial
District of Columbia
$5.86M 95,701 +2,274 +2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.41M 88,286 +9,127 +12%
FI
14
Financial Insights
Washington
$5.32M 86,827 +12,966 +18%
GS
15
GTS Securities
New York
$3.31M 54,076 +43,184 +396%
PWA
16
Phoenix Wealth Advisors
North Carolina
$3.29M 53,716 -669 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.27M 53,398 +11,952 +29%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.09M 34,067 -8,025 -19%
MGIA
19
Moneta Group Investment Advisors
Missouri
$1.61M 26,270 +1,761 +7%
BJL
20
Brighton Jones LLC
Washington
$1.29M 21,124 +2 +0%
TRCT
21
Tower Research Capital (TRC)
New York
$1.24M 20,278 -593 -3%
AL
22
Aspiriant LLC
California
$1.18M 19,316
MWM
23
Mission Wealth Management
California
$1.02M 16,683
HCC
24
Hirtle Callaghan & Co
Pennsylvania
$978K 15,966
Morgan Stanley
25
Morgan Stanley
New York
$925K 15,108 -12,342 -45%