TCW Transform 500 ETF
VOTE
35 hedge funds and large institutions have $139M invested in TCW Transform 500 ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 4 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
9% more funds holding
Funds holding: 32 → 35 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.46% less ownership
Funds ownership: 48.8% → 42.34% (-6.5%)
14% less capital invested
Capital invested by funds: $161M → $139M (-$22.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$5.94M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$2.4M |
| 3 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$1.71M |
| 4 |
JPG
Jordan Park Group
San Francisco,
California
|
+$1.47M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Allen Investment Management
New York
|
-$5.26M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.96M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$964K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$812K |
| 5 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$201K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Advisornet Financial
Minnetonka,
Minnesota
| $11K | +$763 | +16 | +7% |
|
|
GA
27
GoalVest Advisory
New York
| $6K | – | – | – |
|
28
US Bancorp
Minneapolis,
Minnesota
| $4K | -$4.77K | -100 | -50% |
|
|
MAWCM
29
Mine & Arao Wealth Creation & Management
Campbell,
California
| $4K | +$48 | +1 | +1% |
|
30
BlackRock
New York
| $4K | +$4.77K | +100 | New |
|
31
Osaic Holdings
Scottsdale,
Arizona
| $3K | +$954 | +20 | +40% |
|
|
TWA
32
TCI Wealth Advisors
Tucson,
Arizona
| $2K | – | – | – |
|
|
BWP
33
Baldwin Wealth Partners
Marion,
Massachusetts
| $2K | +$2.38K | +50 | New |
|
|
CWM
34
Curi Wealth Management
Raleigh,
North Carolina
| $1K | +$763 | +16 | New |
|
|
AIM
35
Allen Investment Management
New York
| – | -$5.26M | -99,465 | Closed |
|
|
36
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$964K | -18,219 | Closed |
|
|
MWM
37
Mission Wealth Management
Santa Barbara,
California
| – | -$201K | -3,791 | Closed |
|
|
FCMA
38
Foresight Capital Management Advisors
Saline,
Michigan
| – | -$10K | -193 | Closed |
|
39
Morgan Stanley
New York
| – | +$477 | +10 | New |
|
VOTE Hedge Fund Activity: Q2 2022 in Review
35 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q2 2022, worth a combined $139M — down 14% from $161M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new VOTE positions and 4 closed out — a net gain of 3 holders — while 15 added to existing stakes and 6 trimmed.
The largest buyer was Betterment LLC, adding an estimated $5.94M. The largest seller was Allen Investment Management, exiting entirely with an estimated $5.26M sold.
- 35 institutional investors held TCW Transform 500 ETF (VOTE) as of Q2 2022, up from 32 in Q1 2022.
- Funds reported $139M of TCW Transform 500 ETF stock for Q2 2022, down 14% quarter-over-quarter.
- 7 funds opened new TCW Transform 500 ETF positions in Q2 2022 and 4 closed out, a net change of +3 holders.
- The largest TCW Transform 500 ETF buyer in Q2 2022 was Betterment LLC, an estimated $5.94M added.
- The largest TCW Transform 500 ETF seller in Q2 2022 was Allen Investment Management, an estimated $5.26M sold.
Based on aggregated 13F filings for Q2 2022.