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TCW Transform 500 ETF

83 hedge funds and large institutions have $457M invested in TCW Transform 500 ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+6
Holders Change %
+7.79%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
10
Increased
38
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$86.4M +$3.02M +46,253 +4%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$56.4M
AIA
3
Angeles Investment Advisors
California
$56.4M +$6.31M +96,480 +13%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$55.2M +$2M +30,632 +4%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$38.4M -$1.05M -16,054 -3%
Goldman Sachs
6
Goldman Sachs
New York
$24.6M +$251K +3,836 +1%
EI
7
Ethic Inc
New York
$12.9M +$9.67M +147,170 +295%
LGWM
8
Litman Gregory Wealth Management
California
$12.9M +$146K +2,240 +1%
DWT
9
Dorsey & Whitney Trust
South Dakota
$11.9M -$24.3K -372 -0.2%
Bank of America
10
Bank of America
North Carolina
$11.8M +$1.04M +15,883 +10%
MA
11
Mutual Advisors
Nebraska
$8.22M +$866K +13,395 +12%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$7.42M
FI
13
Financial Insights
Washington
$6.93M -$621K -9,490 -8%
VAF
14
Values Added Financial
District of Columbia
$6.44M +$43.7K +668 +0.7%
AL
15
Aspiriant LLC
California
$6.12M +$615K +9,408 +11%
OPS
16
Orion Portfolio Solutions
Nebraska
$4.93M +$210K +3,214 +4%
BCI
17
Brinker Capital Investments
Pennsylvania
$4.93M +$210K +3,214 +4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.84M -$272K -4,159 -5%
TWM
19
Tolleson Wealth Management
Texas
$4.36M +$19.6K +300 +0.5%
PWA
20
Phoenix Wealth Advisors
North Carolina
$3.98M -$141K -2,150 -3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.76M -$245K -3,745 -8%
AIFS
22
A&I Financial Services
Colorado
$2.7M +$162K +2,480 +6%
BP
23
Ballentine Partners
Massachusetts
$1.94M
MGIA
24
Moneta Group Investment Advisors
Missouri
$1.73M +$136K +2,073 +9%
PSA
25
Plum Street Advisors
Louisiana
$1.6M +$1.1M +16,871 +221%