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TCW Transform 500 ETF
VOTE

70 hedge funds and large institutions have $429M invested in TCW Transform 500 ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

11% more capital invested

Capital invested by funds: $386M → $429M (+$43.2M)

3% more funds holding

Funds holding: 68 → 70 (+2)

1.76% more ownership

Funds ownership: 63.65% → 65.41% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
27
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$13M
2
Goldman Sachs
Goldman Sachs
New York
+$10.9M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.76M
4
AIA
Angeles Investment Advisors
California
+$1.85M
5
BP
Ballentine Partners
Massachusetts
+$1.67M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$2.94M
2
TRCT
Tower Research Capital (TRC)
New York
-$1.24M
3
GS
GTS Securities
New York
-$659K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$646K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$386K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Mission Wealth Management
California
$1.06M – – –
HCC
27
Hirtle Callaghan & Co
Pennsylvania
$1.02M – – –
TWM
28
Tolleson Wealth Management
Texas
$763K +$735K +12,000 New
KAS
29
Kestra Advisory Services
Texas
$694K +$30.5K +498 +5%
BIM
30
Breakwater Investment Management
Washington
$688K +$3K +49 +0.5%
Osaic Holdings
31
Osaic Holdings
Arizona
$666K +$610K +9,971 +1,955%
SI
32
Seeds Investor
New York
$665K +$341K +5,573 +114%
AWS
33
Atria Wealth Solutions
New York
$661K +$62.6K +1,022 +11%
BCI
34
Brinker Capital Investments
Pennsylvania
$658K +$171K +2,801 +37%
OPS
35
Orion Portfolio Solutions
Nebraska
$658K +$171K +2,801 +37%
VFA
36
Valeo Financial Advisors
Indiana
$652K -$5.69K -93 -0.9%
SAS
37
Sage Advisory Services
Texas
$606K -$119K -1,941 -17%
FT
38
Fiduciary Trust
Massachusetts
$512K – – –
FPAS
39
Focus Partners Advisor Solutions
Missouri
$499K +$253K +4,140 +112%
PGA
40
Portland Global Advisors
Maine
$462K -$98.2K -1,605 -18%
Citadel Advisors
41
Citadel Advisors
Florida
$442K +$425K +6,949 New
PSCM
42
Per Stirling Capital Management
Texas
$422K +$306 +5 +0.1%
SC
43
Stephens Consulting
Michigan
$397K -$15.4K -251 -4%
SW
44
SVB Wealth
Massachusetts
$387K – – –
Creative Planning
45
Creative Planning
Kansas
$366K -$7.34K -120 -2%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$359K +$6.86K +112 +2%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$334K +$6.49K +106 +2%
JFG
48
JMG Financial Group
Illinois
$305K -$11.5K -188 -4%
CG
49
Caprock Group
Idaho
$300K +$918 +15 +0.3%
LPL Financial
50
LPL Financial
California
$290K -$5.75K -94 -2%
1
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VOTE Hedge Fund Activity: Q2 2024 in Review

70 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q2 2024, worth a combined $429M — up 11% from $386M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new VOTE positions and 4 closed out — a net gain of 2 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Betterment LLC, adding an estimated $13M. The largest seller was JP Morgan Chase, cutting an estimated $2.94M.

  • 70 institutional investors held TCW Transform 500 ETF (VOTE) as of Q2 2024, up from 68 in Q1 2024.
  • Funds reported $429M of TCW Transform 500 ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 6 funds opened new TCW Transform 500 ETF positions in Q2 2024 and 4 closed out, a net change of +2 holders.
  • The largest TCW Transform 500 ETF buyer in Q2 2024 was Betterment LLC, an estimated $13M added.
  • The largest TCW Transform 500 ETF seller in Q2 2024 was JP Morgan Chase, an estimated $2.94M sold.

Based on aggregated 13F filings for Q2 2024.