TCW Transform 500 ETF
VOTE
32 hedge funds and large institutions have $161M invested in TCW Transform 500 ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
39% more funds holding
Funds holding: 23 → 32 (+9)
7% less capital invested
Capital invested by funds: $173M → $161M (-$12.4M)
13.47% less ownership
Funds ownership: 62.27% → 48.8% (-13%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$19.1M |
| 2 |
Betterment LLC
New York
|
+$9.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.49M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.39M |
| 5 |
V
Veritable
Wilmington,
Delaware
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SVCF
Silicon Valley Community Foundation
Mountain View,
California
|
-$42.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$489K |
| 3 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$381K |
| 4 |
EWM
Elmwood Wealth Management
Berkeley,
California
|
-$34K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.04K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Advisornet Financial
Minnetonka,
Minnesota
| $12K | +$9.13K | +175 | +307% |
|
27
US Bancorp
Minneapolis,
Minnesota
| $11K | – | – | – |
|
|
FCMA
28
Foresight Capital Management Advisors
Saline,
Michigan
| $10K | – | – | – |
|
|
GA
29
GoalVest Advisory
New York
| $7K | +$7.04K | +135 | New |
|
|
MAWCM
30
Mine & Arao Wealth Creation & Management
Campbell,
California
| $5K | +$4.95K | +95 | New |
|
|
31
Osaic Holdings
Scottsdale,
Arizona
| $3K | -$1.04K | -20 | -29% |
|
|
TWA
32
TCI Wealth Advisors
Tucson,
Arizona
| $3K | +$2.61K | +50 | New |
|
|
SVCF
33
Silicon Valley Community Foundation
Mountain View,
California
| – | -$42.3M | -755,426 | Closed |
|
|
EWM
34
Elmwood Wealth Management
Berkeley,
California
| – | -$34K | -600 | Closed |
|
VOTE Hedge Fund Activity: Q1 2022 in Review
32 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q1 2022, worth a combined $161M — down 7.1% from $173M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new VOTE positions and 2 closed out — a net gain of 9 holders — while 12 added to existing stakes and 3 trimmed.
The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $19.1M. The largest seller was Silicon Valley Community Foundation, exiting entirely with an estimated $42.3M sold.
- 32 institutional investors held TCW Transform 500 ETF (VOTE) as of Q1 2022, up from 23 in Q4 2021.
- Funds reported $161M of TCW Transform 500 ETF stock for Q1 2022, down 7.1% quarter-over-quarter.
- 11 funds opened new TCW Transform 500 ETF positions in Q1 2022 and 2 closed out, a net change of +9 holders.
- The largest TCW Transform 500 ETF buyer in Q1 2022 was Thrivent Financial for Lutherans, an estimated $19.1M added.
- The largest TCW Transform 500 ETF seller in Q1 2022 was Silicon Valley Community Foundation, an estimated $42.3M sold.
Based on aggregated 13F filings for Q1 2022.