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TCW Transform 500 ETF
VOTE

48 hedge funds and large institutions have $284M invested in TCW Transform 500 ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $235M → $284M (+$48.5M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 47 → 48 (+1)

1.99% more ownership

Funds ownership: 55.33% → 57.32% (+2%)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
13
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$13.9M
2
LGWM
Litman Gregory Wealth Management
California
+$9.28M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$7.55M
4
Goldman Sachs
Goldman Sachs
New York
+$4.99M
5
DWT
Dorsey & Whitney Trust
South Dakota
+$4.16M

Top Sellers

Rank Fund Capital Flow
1
AIA
Angeles Investment Advisors
California
-$18.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.2M
3
JPG
Jordan Park Group
California
-$597K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$582K
5
Jane Street
Jane Street
New York
-$512K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$324K -$212K -4,336 -41%
SC
27
Stephens Consulting
Michigan
$316K -$73.5K -1,507 -20%
ASN
28
Advisory Services Network
Georgia
$261K +$27.8K +570 +13%
CG
29
Caprock Group
Idaho
$240K +$1.07K +22 +0.5%
LPL Financial
30
LPL Financial
California
$239K -$6.54K -134 -3%
FT
31
Fiduciary Trust
Massachusetts
$235K – – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$149K +$29.4K +603 +26%
Osaic Holdings
33
Osaic Holdings
Arizona
$121K -$7.07K -145 -6%
PA
34
Parallel Advisors
California
$103K – – –
UBS Group
35
UBS Group
Switzerland
$96.6K +$78.6K +1,611 +615%
CAL
36
Capital Analysts LLC
Pennsylvania
$50K – – –
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$47.6K – – –
AF
38
Advisornet Financial
Minnesota
$16.8K +$634 +13 +4%
GA
39
GoalVest Advisory
New York
$6.97K – – –
US Bancorp
40
US Bancorp
Minnesota
$5.16K – – –
MAWCM
41
Mine & Arao Wealth Creation & Management
California
$4.95K – – –
FCG
42
Financial Connections Group
California
$3K – – –
BWP
43
Baldwin Wealth Partners
Massachusetts
$2.58K – – –
RWM
44
Ruedi Wealth Management
Illinois
$1.07K – – –
RDFA
45
Ritter Daniher Financial Advisory
Ohio
$620 +$585 +12 New
FFA
46
Farther Finance Advisors
California
$568 – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$52 -$1.61K -33 -97%
IA
48
IFP Advisors
Florida
$52 +$49 +1 New
Citadel Advisors
49
Citadel Advisors
Florida
– -$1.2M -25,141 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
– -$582K -12,229 Closed
1
2
3

VOTE Hedge Fund Activity: Q2 2023 in Review

48 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q2 2023, worth a combined $284M — up 21% from $235M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new VOTE positions and 8 closed out — a net gain of 1 holder — while 13 added to existing stakes and 12 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $13.9M. The largest seller was Angeles Investment Advisors, cutting an estimated $18.5M.

  • 48 institutional investors held TCW Transform 500 ETF (VOTE) as of Q2 2023, up from 47 in Q1 2023.
  • Funds reported $284M of TCW Transform 500 ETF stock for Q2 2023, up 21% quarter-over-quarter.
  • 9 funds opened new TCW Transform 500 ETF positions in Q2 2023 and 8 closed out, a net change of +1 holder.
  • The largest TCW Transform 500 ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $13.9M added.
  • The largest TCW Transform 500 ETF seller in Q2 2023 was Angeles Investment Advisors, an estimated $18.5M sold.

Based on aggregated 13F filings for Q2 2023.