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TCW Transform 500 ETF
VOTE

85 hedge funds and large institutions have $488M invested in TCW Transform 500 ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

124% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 17

8% more funds holding

Funds holding: 79 → 85 (+6)

0% more capital invested

Capital invested by funds: $488M → $488M (+$638K)

0.65% less ownership

Funds ownership: 68.11% → 67.46% (-0.65%)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
10
Increased
38
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EI
Ethic Inc
New York
+$10.2M
2
AIA
Angeles Investment Advisors
California
+$6.66M
3
Betterment LLC
Betterment LLC
New York
+$3.19M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$2.12M
5
PSA
Plum Street Advisors
Louisiana
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
-$1.93M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.11M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$663K
4
FI
Financial Insights
Washington
-$655K
5
Osaic Holdings
Osaic Holdings
Arizona
-$651K
Name Holding Trade Value Shares
Change 		Change in
Stake
PSA
26
Plum Street Advisors
Louisiana
$1.6M +$1.17M +16,871 +221%
BJL
27
Brighton Jones LLC
Washington
$1.41M +$49K +709 +3%
TRCT
28
Tower Research Capital (TRC)
New York
$1.23M +$401K +5,803 +45%
MWM
29
Modern Wealth Management
Kansas
$1.13M -$1.66K -24 -0.1%
MWM
30
Mission Wealth Management
California
$1.09M – – –
HCC
31
Hirtle Callaghan & Co
Pennsylvania
$1.08M +$38.8K +562 +4%
Morgan Stanley
32
Morgan Stanley
New York
$1.02M +$94.2K +1,364 +10%
SI
33
Seeds Investor
New York
$822K +$30.7K +444 +4%
Creative Planning
34
Creative Planning
Kansas
$801K +$7.6K +110 +0.9%
AWS
35
Atria Wealth Solutions
New York
$787K +$4K +58 +0.5%
BIM
36
Breakwater Investment Management
Washington
$745K +$2.97K +43 +0.4%
SAS
37
Sage Advisory Services
Texas
$703K – – –
KAS
38
Kestra Advisory Services
Texas
$692K -$5.39K -78 -0.7%
VFA
39
Valeo Financial Advisors
Indiana
$638K -$34.5K -499 -5%
DT
40
Diversified Trust
Tennessee
$626K – – –
Stifel Financial
41
Stifel Financial
Missouri
$581K +$1.04K +15 +0.2%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$557K +$186K +2,691 +46%
FT
43
Fiduciary Trust
Massachusetts
$551K – – –
EWA
44
Etesian Wealth Advisors
Oregon
$536K +$144K +2,089 +34%
AO
45
Advisor OS
Illinois
$491K +$518K +7,508 New
MA
46
MJP Associates
Connecticut
$491K +$518K +7,508 New
LPL Financial
47
LPL Financial
California
$478K -$86.2K -1,248 -15%
PSCM
48
Per Stirling Capital Management
Texas
$405K – – –
SW
49
SVB Wealth
Massachusetts
$398K – – –
SC
50
Stephens Consulting
Michigan
$373K -$1.24K -18 -0.3%
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VOTE Hedge Fund Activity: Q1 2025 in Review

85 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q1 2025, worth a combined $488M — up 0.13% from $488M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VOTE positions and 4 closed out — a net gain of 6 holders — while 38 added to existing stakes and 17 trimmed.

The largest buyer was Ethic Inc, adding an estimated $10.2M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $1.93M sold.

  • 85 institutional investors held TCW Transform 500 ETF (VOTE) as of Q1 2025, up from 79 in Q4 2024.
  • Funds reported $488M of TCW Transform 500 ETF stock for Q1 2025, up 0.13% quarter-over-quarter.
  • 10 funds opened new TCW Transform 500 ETF positions in Q1 2025 and 4 closed out, a net change of +6 holders.
  • The largest TCW Transform 500 ETF buyer in Q1 2025 was Ethic Inc, an estimated $10.2M added.
  • The largest TCW Transform 500 ETF seller in Q1 2025 was Two Sigma Investments, an estimated $1.93M sold.

Based on aggregated 13F filings for Q1 2025.