We are live on ! Find out more
VOTE icon

TCW Transform 500 ETF
VOTE

79 hedge funds and large institutions have $438M invested in TCW Transform 500 ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

175% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 12

13% more funds holding

Funds holding: 70 → 79 (+9)

2% more capital invested

Capital invested by funds: $429M → $438M (+$8.46M)

0.64% less ownership

Funds ownership: 65.41% → 64.76% (-0.64%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
79
Holders Change
+9
Holders Change %
+12.86%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
33
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$4.38M
2
BCI
Brinker Capital Investments
Pennsylvania
+$3.64M
3
OPS
Orion Portfolio Solutions
Nebraska
+$3.64M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$3.39M
5
Betterment LLC
Betterment LLC
New York
+$2.71M

Top Sellers

Rank Fund Capital Flow
1
AIA
Angeles Investment Advisors
California
-$36.8M
2
GS
GTS Securities
New York
-$2.48M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.11M
4
Citadel Advisors
Citadel Advisors
Florida
-$442K
5
SW
SVB Wealth
Massachusetts
-$387K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Mission Wealth Management
California
$1.12M – – –
LNWTC
27
Laird Norton Wetherby Trust Company
Washington
$1.08M +$1.04M +16,060 New
HCC
28
Hirtle Callaghan & Co
Pennsylvania
$1.07M – – –
ASN
29
Advisory Services Network
Georgia
$1.07M – – –
AWS
30
Atria Wealth Solutions
New York
$1.01M +$304K +4,705 +45%
TRCT
31
Tower Research Capital (TRC)
New York
$879K +$848K +13,114 New
JPG
32
Jordan Park Group
California
$861K +$830K +12,839 New
TWM
33
Tolleson Wealth Management
Texas
$804K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$788K +$82.2K +1,271 +12%
SI
35
Seeds Investor
New York
$749K +$46.2K +715 +7%
KAS
36
Kestra Advisory Services
Texas
$734K +$1.42K +22 +0.2%
BIM
37
Breakwater Investment Management
Washington
$732K +$6.27K +97 +0.9%
VFA
38
Valeo Financial Advisors
Indiana
$687K – – –
SAS
39
Sage Advisory Services
Texas
$606K – – –
Stifel Financial
40
Stifel Financial
Missouri
$567K +$547K +8,462 New
PSCM
41
Per Stirling Capital Management
Texas
$546K +$97.2K +1,504 +23%
FT
42
Fiduciary Trust
Massachusetts
$539K – – –
FPAS
43
Focus Partners Advisor Solutions
Missouri
$536K +$9.18K +142 +2%
OMC
44
Old Mission Capital
Illinois
$518K +$499K +7,725 New
PGA
45
Portland Global Advisors
Maine
$487K – – –
EWA
46
Etesian Wealth Advisors
Oregon
$410K +$395K +6,110 New
SC
47
Stephens Consulting
Michigan
$392K -$26.1K -404 -6%
Creative Planning
48
Creative Planning
Kansas
$386K – – –
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$384K +$4.33K +67 +1%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$357K +$4.33K +67 +1%
1
2
3 4

VOTE Hedge Fund Activity: Q3 2024 in Review

79 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q3 2024, worth a combined $438M — up 2% from $429M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VOTE positions and 2 closed out — a net gain of 9 holders — while 33 added to existing stakes and 12 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $4.38M. The largest seller was Angeles Investment Advisors, cutting an estimated $36.8M.

  • 79 institutional investors held TCW Transform 500 ETF (VOTE) as of Q3 2024, up from 70 in Q2 2024.
  • Funds reported $438M of TCW Transform 500 ETF stock for Q3 2024, up 2% quarter-over-quarter.
  • 11 funds opened new TCW Transform 500 ETF positions in Q3 2024 and 2 closed out, a net change of +9 holders.
  • The largest TCW Transform 500 ETF buyer in Q3 2024 was Thrivent Financial for Lutherans, an estimated $4.38M added.
  • The largest TCW Transform 500 ETF seller in Q3 2024 was Angeles Investment Advisors, an estimated $36.8M sold.

Based on aggregated 13F filings for Q3 2024.