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TCW Transform 500 ETF
VOTE

62 hedge funds and large institutions have $464M invested in TCW Transform 500 ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

37% more capital invested

Capital invested by funds: $338M → $464M (+$126M)

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

22% more funds holding

Funds holding: 51 → 62 (+11)

7.82% more ownership

Funds ownership: 64.57% → 72.39% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
62
Holders Change
+11
Holders Change %
+21.57%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
16
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIA
Angeles Investment Advisors
California
+$23.2M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$12.8M
3
Goldman Sachs
Goldman Sachs
New York
+$10.3M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$6.64M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.49M

Top Sellers

Rank Fund Capital Flow
1
JPG
Jordan Park Group
California
-$3.82M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.88M
3
MA
Mutual Advisors
Nebraska
-$2.07M
4
GS
GTS Securities
New York
-$1.03M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$534K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCC
26
Hirtle Callaghan & Co
Pennsylvania
$888K – – –
GS
27
GTS Securities
New York
$606K -$1.03M -19,770 -64%
SAS
28
Sage Advisory Services
Texas
$524K +$490K +9,428 New
KAS
29
Kestra Advisory Services
Texas
$514K +$481K +9,249 New
VFA
30
Valeo Financial Advisors
Indiana
$505K +$95.8K +1,842 +25%
AWP
31
Abacus Wealth Partners
California
$501K – – –
PGA
32
Portland Global Advisors
Maine
$466K – – –
FT
33
Fiduciary Trust
Massachusetts
$447K +$54.9K +1,055 +15%
ASN
34
Advisory Services Network
Georgia
$424K +$105K +2,017 +36%
SW
35
SVB Wealth
Massachusetts
$339K – – –
SC
36
Stephens Consulting
Michigan
$325K -$156 -3 -0.1%
Creative Planning
37
Creative Planning
Kansas
$323K -$253K -4,856 -46%
JFG
38
JMG Financial Group
Illinois
$277K +$259K +4,982 New
AWS
39
Atria Wealth Solutions
New York
$271K +$253K +4,866 New
SI
40
Seeds Investor
New York
$264K +$247K +4,744 New
CG
41
Caprock Group
Idaho
$260K – – –
LPL Financial
42
LPL Financial
California
$248K -$28.4K -546 -11%
Two Sigma Investments
43
Two Sigma Investments
New York
$234K +$218K +4,200 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$233K +$218K +4,185 New
WIC
45
Woodmont Investment Counsel
Tennessee
$233K +$217K +4,181 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$222K -$534K -10,258 -72%
FPAS
47
Focus Partners Advisor Solutions
Missouri
$206K +$193K +3,707 New
PA
48
Parallel Advisors
California
$111K +$52 +1 +0.1%
CAL
49
Capital Analysts LLC
Pennsylvania
$54K – – –
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$51.3K – – –
1
2
3

VOTE Hedge Fund Activity: Q4 2023 in Review

62 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q4 2023, worth a combined $464M — up 37% from $338M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VOTE positions and 5 closed out — a net gain of 12 holders — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Angeles Investment Advisors, adding an estimated $23.2M. The largest seller was Jordan Park Group, cutting an estimated $3.82M.

  • 62 institutional investors held TCW Transform 500 ETF (VOTE) as of Q4 2023, up from 51 in Q3 2023.
  • Funds reported $464M of TCW Transform 500 ETF stock for Q4 2023, up 37% quarter-over-quarter.
  • 17 funds opened new TCW Transform 500 ETF positions in Q4 2023 and 5 closed out, a net change of +12 holders.
  • The largest TCW Transform 500 ETF buyer in Q4 2023 was Angeles Investment Advisors, an estimated $23.2M added.
  • The largest TCW Transform 500 ETF seller in Q4 2023 was Jordan Park Group, an estimated $3.82M sold.

Based on aggregated 13F filings for Q4 2023.