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TCW Transform 500 ETF

77 hedge funds and large institutions have $454M invested in TCW Transform 500 ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
1.03%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
10
Increased
31
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$87.7M 1,274,494 +45,166 +4%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$56.4M 803,360 +8,595 +1%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$55.9M 813,269 +70,162 +9%
AIA
4
Angeles Investment Advisors
California
$52.7M 765,439 +254,655 +50%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$41.5M 602,943 -37,643 -6%
Goldman Sachs
6
Goldman Sachs
New York
$25.6M 372,480 -2,385 -0.6%
LGWM
7
Litman Gregory Wealth Management
California
$13.4M 194,822 +5,560 +3%
DWT
8
Dorsey & Whitney Trust
South Dakota
$12.6M 183,121 -2,385 -1%
Bank of America
9
Bank of America
North Carolina
$11.3M 164,803 +131 +0.1%
FI
10
Financial Insights
Washington
$7.95M 115,513 +8,340 +8%
MA
11
Mutual Advisors
Nebraska
$7.91M 113,823 +9,153 +9%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$7.8M 113,452 -1,175 -1%
VAF
13
Values Added Financial
District of Columbia
$6.73M 97,825 +2,255 +2%
AL
14
Aspiriant LLC
California
$5.79M 84,135 +23,642 +39%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$5.37M 78,100 -5,639 -7%
BCI
16
Brinker Capital Investments
Pennsylvania
$4.97M 72,191 +5,617 +8%
OPS
17
Orion Portfolio Solutions
Nebraska
$4.97M 72,191 +5,617 +8%
TWM
18
Tolleson Wealth Management
Texas
$4.56M 66,350 +54,350 +453%
PWA
19
Phoenix Wealth Advisors
North Carolina
$4.33M 62,959 +12,275 +24%
EI
20
Ethic Inc
New York
$3.43M 49,807 +49,807 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$3.16M 45,928 -2,181 -5%
AIFS
22
A&I Financial Services
Colorado
$2.67M 38,818 +38,818 New
BP
23
Ballentine Partners
Massachusetts
$2.04M 29,623
Two Sigma Investments
24
Two Sigma Investments
New York
$1.93M 28,000 +28,000 New
MGIA
25
Moneta Group Investment Advisors
Missouri
$1.68M 24,355 +146 +0.6%