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TCW Transform 500 ETF

78 hedge funds and large institutions have $406M invested in TCW Transform 500 ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
78
Holders Change
+9
Holders Change %
+13.04%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
33
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$82.4M 1,229,328 +41,940 +4%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$53.3M 794,765 +67,742 +9%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$49.8M 743,107 +52,430 +8%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$42.9M 640,586 -17,129 -3%
AIA
5
Angeles Investment Advisors
California
$34.2M 510,784 -569,825 -53%
Goldman Sachs
6
Goldman Sachs
New York
$25.1M 374,865 -3,045 -0.8%
LGWM
7
Litman Gregory Wealth Management
California
$12.7M 189,262 +14,912 +9%
DWT
8
Dorsey & Whitney Trust
South Dakota
$12.4M 185,506 -1,343 -0.7%
Bank of America
9
Bank of America
North Carolina
$11M 164,672 +807 +0.5%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
$7.68M 114,627
FI
11
Financial Insights
Washington
$7.18M 107,173 +6,993 +7%
MA
12
Mutual Advisors
Nebraska
$7.09M 104,670 +328 +0.3%
VAF
13
Values Added Financial
District of Columbia
$6.41M 95,570 +1,331 +1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.61M 83,739 +1,761 +2%
OPS
15
Orion Portfolio Solutions
Nebraska
$4.46M 66,574 +56,231 +544%
BCI
16
Brinker Capital Investments
Pennsylvania
$4.46M 66,574 +56,231 +544%
AL
17
Aspiriant LLC
California
$4.06M 60,493 +41,177 +213%
PWA
18
Phoenix Wealth Advisors
North Carolina
$3.4M 50,684 -1,899 -4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.23M 48,109 -1,647 -3%
BP
20
Ballentine Partners
Massachusetts
$1.99M 29,623 +2,315 +8%
MGIA
21
Moneta Group Investment Advisors
Missouri
$1.62M 24,209 +47 +0.2%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.42M 21,142 -2,363 -10%
BJL
23
Brighton Jones LLC
Washington
$1.42M 21,130 +3 +0%
Morgan Stanley
24
Morgan Stanley
New York
$1.17M 17,431 +203 +1%
MWM
25
Mission Wealth Management
California
$1.12M 16,683