We are live on ! Find out more
VOTE icon

TCW Transform 500 ETF
VOTE

39 hedge funds and large institutions have $158M invested in TCW Transform 500 ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

14% more capital invested

Capital invested by funds: $139M → $158M (+$18.8M)

11% more funds holding

Funds holding: 35 → 39 (+4)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

9.61% more ownership

Funds ownership: 42.34% → 51.95% (+9.6%)

Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
10
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIA
Angeles Investment Advisors
California
+$20.4M
2
JPG
Jordan Park Group
California
+$2.27M
3
LGWM
Litman Gregory Wealth Management
California
+$1.79M
4
MA
Mutual Advisors
Nebraska
+$1.55M
5
HCC
Hirtle Callaghan & Co
Pennsylvania
+$662K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$508K
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$319K
3
FT
Fiduciary Trust
Massachusetts
-$219K
4
TRCT
Tower Research Capital (TRC)
New York
-$218K
5
SC
Stephens Consulting
Michigan
-$116K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$30K +$19.6K +425 +145%
Morgan Stanley
27
Morgan Stanley
New York
$23K +$24.8K +537 +5,370%
HR
28
Howe & Rusling
New York
$13K -$323 -7 -2%
AF
29
Advisornet Financial
Minnesota
$11K +$369 +8 +3%
GA
30
GoalVest Advisory
New York
$6K – – –
TRCT
31
Tower Research Capital (TRC)
New York
$4K -$218K -4,712 -98%
MAWCM
32
Mine & Arao Wealth Creation & Management
California
$4K – – –
US Bancorp
33
US Bancorp
Minnesota
$4K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$3K – – –
BWP
35
Baldwin Wealth Partners
Massachusetts
$2K – – –
TWA
36
TCI Wealth Advisors
Arizona
$2K – – –
FCG
37
Financial Connections Group
California
$1K +$1.2K +26 New
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.39K +30 New
FT
39
Fiduciary Trust
Massachusetts
– -$219K -5,010 Closed
BlackRock
40
BlackRock
New York
– -$4K -100 Closed
CWM
41
Curi Wealth Management
North Carolina
– -$1K -16 Closed
Wells Fargo
42
Wells Fargo
California
– +$277 +6 New
1
2

VOTE Hedge Fund Activity: Q3 2022 in Review

39 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q3 2022, worth a combined $158M — up 14% from $139M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VOTE positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Angeles Investment Advisors, opening a new position worth an estimated $20.4M. The largest seller was Citadel Advisors, cutting an estimated $508K.

  • 39 institutional investors held TCW Transform 500 ETF (VOTE) as of Q3 2022, up from 35 in Q2 2022.
  • Funds reported $158M of TCW Transform 500 ETF stock for Q3 2022, up 14% quarter-over-quarter.
  • 7 funds opened new TCW Transform 500 ETF positions in Q3 2022 and 3 closed out, a net change of +4 holders.
  • The largest TCW Transform 500 ETF buyer in Q3 2022 was Angeles Investment Advisors, an estimated $20.4M added.
  • The largest TCW Transform 500 ETF seller in Q3 2022 was Citadel Advisors, an estimated $508K sold.

Based on aggregated 13F filings for Q3 2022.