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TCW Transform 500 ETF
VOTE

86 hedge funds and large institutions have $536M invested in TCW Transform 500 ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 14

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

10% more capital invested

Capital invested by funds: $488M → $536M (+$48.3M)

1% more funds holding

Funds holding: 85 → 86 (+1)

1.92% less ownership

Funds ownership: 67.46% → 65.54% (-1.9%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
86
Holders Change
+1
Holders Change %
+1.18%
% of All Funds
1.13%
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
37
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$13.4M
2
AIA
Angeles Investment Advisors
California
+$12.9M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$11.6M
4
Morgan Stanley
Morgan Stanley
New York
+$6.72M
5
EI
Ethic Inc
New York
+$5.48M

Top Sellers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$56.4M
2
FI
Financial Insights
Washington
-$2.3M
3
PWA
Phoenix Wealth Advisors
North Carolina
-$1.81M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.25M
5
Bank of America
Bank of America
North Carolina
-$905K
Name Holding Trade Value Shares
Change 		Change in
Stake
PSA
26
Plum Street Advisors
Louisiana
$1.81M +$23.4K +349 +1%
MWM
27
Modern Wealth Management
Kansas
$1.7M +$409K +6,091 +35%
Two Sigma Investments
28
Two Sigma Investments
New York
$1.65M +$1.52M +22,700 New
BJL
29
Brighton Jones LLC
Washington
$1.57M +$2.62K +39 +0.2%
LPL Financial
30
LPL Financial
California
$1.39M +$796K +11,856 +162%
HCC
31
Hirtle Callaghan & Co
Pennsylvania
$1.23M +$25.7K +383 +2%
MWM
32
Mission Wealth Management
California
$1.21M – – –
KAS
33
Kestra Advisory Services
Texas
$1.06M +$271K +4,028 +38%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.05M +$401K +5,965 +70%
Creative Planning
35
Creative Planning
Kansas
$910K +$17.8K +265 +2%
Citadel Advisors
36
Citadel Advisors
Florida
$907K +$537K +7,999 +179%
BIM
37
Breakwater Investment Management
Washington
$828K – – –
SAS
38
Sage Advisory Services
Texas
$775K -$5.84K -87 -0.8%
SI
39
Seeds Investor
New York
$771K -$132K -1,970 -16%
EWA
40
Etesian Wealth Advisors
Oregon
$744K +$137K +2,034 +25%
VFA
41
Valeo Financial Advisors
Indiana
$710K – – –
DT
42
Diversified Trust
Tennessee
$697K – – –
Osaic Holdings
43
Osaic Holdings
Arizona
$684K +$595K +8,860 +1,614%
Stifel Financial
44
Stifel Financial
Missouri
$650K +$3.36K +50 +0.6%
FT
45
Fiduciary Trust
Massachusetts
$612K – – –
AO
46
Advisor OS
Illinois
$612K +$61.1K +909 +12%
MA
47
MJP Associates
Connecticut
$612K +$61.1K +909 +12%
PFG
48
Premier Financial Group
California
$608K +$541K +8,050 New
SW
49
SVB Wealth
Massachusetts
$443K – – –
PSCM
50
Per Stirling Capital Management
Texas
$434K -$15.2K -227 -4%
1
2
3 4

VOTE Hedge Fund Activity: Q2 2025 in Review

86 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q2 2025, worth a combined $536M — up 9.9% from $488M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VOTE positions and 7 closed out — a net gain of 4 holders — while 37 added to existing stakes and 14 trimmed.

The largest buyer was Betterment LLC, adding an estimated $13.4M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $56.4M sold.

  • 86 institutional investors held TCW Transform 500 ETF (VOTE) as of Q2 2025, up from 85 in Q1 2025.
  • Funds reported $536M of TCW Transform 500 ETF stock for Q2 2025, up 9.9% quarter-over-quarter.
  • 11 funds opened new TCW Transform 500 ETF positions in Q2 2025 and 7 closed out, a net change of +4 holders.
  • The largest TCW Transform 500 ETF buyer in Q2 2025 was Betterment LLC, an estimated $13.4M added.
  • The largest TCW Transform 500 ETF seller in Q2 2025 was Thrivent Financial for Lutherans, an estimated $56.4M sold.

Based on aggregated 13F filings for Q2 2025.