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TCW Transform 500 ETF

69 hedge funds and large institutions have $399M invested in TCW Transform 500 ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
27
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$75.5M 1,187,388 +211,684 +22%
AIA
2
Angeles Investment Advisors
California
$68.7M 1,080,609 +30,222 +3%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$46.2M 727,023 +45,128 +7%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$43.9M 690,677 +1,117 +0.2%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$41.8M 657,715 -48,053 -7%
Goldman Sachs
6
Goldman Sachs
New York
$24M 377,910 +178,080 +89%
DWT
7
Dorsey & Whitney Trust
South Dakota
$11.9M 186,849 -870 -0.5%
LGWM
8
Litman Gregory Wealth Management
California
$11.1M 174,350 -748 -0.4%
Bank of America
9
Bank of America
North Carolina
$10.4M 163,865 +126 +0.1%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
$7.29M 114,627
MA
11
Mutual Advisors
Nebraska
$6.64M 104,342 -1,220 -1%
FI
12
Financial Insights
Washington
$6.37M 100,180 +13,353 +15%
VAF
13
Values Added Financial
District of Columbia
$5.99M 94,239 -1,462 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.21M 81,978 -6,308 -7%
PWA
15
Phoenix Wealth Advisors
North Carolina
$3.34M 52,583 -1,133 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.16M 49,756 -3,642 -7%
GS
17
GTS Securities
New York
$2.75M 43,307 -10,769 -20%
BP
18
Ballentine Partners
Massachusetts
$1.74M 27,308 +27,308 New
MGIA
19
Moneta Group Investment Advisors
Missouri
$1.54M 24,162 -2,108 -8%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.49M 23,505 -10,562 -31%
BJL
21
Brighton Jones LLC
Washington
$1.34M 21,127 +3 +0%
AL
22
Aspiriant LLC
California
$1.23M 19,316
Morgan Stanley
23
Morgan Stanley
New York
$1.1M 17,228 +2,120 +14%
ASN
24
Advisory Services Network
Georgia
$1.07M 16,765 +6,409 +62%
MWM
25
Mission Wealth Management
California
$1.06M 16,683