We are live on ! Find out more
VOTE icon

TCW Transform 500 ETF
VOTE

68 hedge funds and large institutions have $386M invested in TCW Transform 500 ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

10% more funds holding

Funds holding: 62 → 68 (+6)

8.74% less ownership

Funds ownership: 72.39% → 63.65% (-8.7%)

17% less capital invested

Capital invested by funds: $464M → $386M (-$77.9M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
68
Holders Change
+6
Holders Change %
+9.68%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
32
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$6.15M
2
GS
GTS Securities
New York
+$2.52M
3
AIA
Angeles Investment Advisors
California
+$2.08M
4
DWT
Dorsey & Whitney Trust
South Dakota
+$2.06M
5
MA
Mutual Advisors
Nebraska
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
JPG
Jordan Park Group
California
-$67.1M
2
JP Morgan Chase
JP Morgan Chase
New York
-$57.1M
3
Goldman Sachs
Goldman Sachs
New York
-$8.76M
4
Bank of America
Bank of America
North Carolina
-$990K
5
Morgan Stanley
Morgan Stanley
New York
-$719K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$925K -$719K -12,342 -45%
SAS
27
Sage Advisory Services
Texas
$703K +$119K +2,048 +22%
BIM
28
Breakwater Investment Management
Washington
$660K +$628K +10,775 New
KAS
29
Kestra Advisory Services
Texas
$639K +$68.4K +1,175 +13%
ASN
30
Advisory Services Network
Georgia
$634K +$159K +2,730 +36%
VFA
31
Valeo Financial Advisors
Indiana
$612K +$74K +1,271 +14%
AWS
32
Atria Wealth Solutions
New York
$574K +$262K +4,503 +93%
PGA
33
Portland Global Advisors
Maine
$544K +$28.8K +495 +6%
FT
34
Fiduciary Trust
Massachusetts
$493K – – –
BCI
35
Brinker Capital Investments
Pennsylvania
$462K +$439K +7,542 New
OPS
36
Orion Portfolio Solutions
Nebraska
$462K +$439K +7,542 New
PSCM
37
Per Stirling Capital Management
Texas
$407K +$387K +6,638 New
SC
38
Stephens Consulting
Michigan
$398K +$38.5K +661 +11%
SW
39
SVB Wealth
Massachusetts
$373K – – –
Creative Planning
40
Creative Planning
Kansas
$360K +$3.73K +64 +1%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$339K +$323K +5,542 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$315K +$56.2K +964 +23%
JFG
43
JMG Financial Group
Illinois
$305K – – –
SI
44
Seeds Investor
New York
$299K +$7.86K +135 +3%
CG
45
Caprock Group
Idaho
$288K +$1.92K +33 +0.7%
LPL Financial
46
LPL Financial
California
$285K +$11.2K +192 +4%
WIC
47
Woodmont Investment Counsel
Tennessee
$256K – – –
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$255K +$9.73K +167 +4%
CPP
49
Capasso Planning Partners
South Carolina
$253K +$241K +4,134 New
FPAS
50
Focus Partners Advisor Solutions
Missouri
$227K +$58 +1 +0%
1
2
3

VOTE Hedge Fund Activity: Q1 2024 in Review

68 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q1 2024, worth a combined $386M — down 17% from $464M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VOTE positions and 5 closed out — a net gain of 6 holders — while 32 added to existing stakes and 10 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $6.15M. The largest seller was Jordan Park Group, exiting entirely with an estimated $67.1M sold.

  • 68 institutional investors held TCW Transform 500 ETF (VOTE) as of Q1 2024, up from 62 in Q4 2023.
  • Funds reported $386M of TCW Transform 500 ETF stock for Q1 2024, down 17% quarter-over-quarter.
  • 11 funds opened new TCW Transform 500 ETF positions in Q1 2024 and 5 closed out, a net change of +6 holders.
  • The largest TCW Transform 500 ETF buyer in Q1 2024 was PNC Financial Services Group, an estimated $6.15M added.
  • The largest TCW Transform 500 ETF seller in Q1 2024 was Jordan Park Group, an estimated $67.1M sold.

Based on aggregated 13F filings for Q1 2024.