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TCW Transform 500 ETF
VOTE

93 hedge funds and large institutions have $636M invested in TCW Transform 500 ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

19% more capital invested

Capital invested by funds: $536M → $636M (+$99.8M)

8% more funds holding

Funds holding: 86 → 93 (+7)

4.77% more ownership

Funds ownership: 65.54% → 70.32% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
93
Holders Change
+7
Holders Change %
+8.14%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
34
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$59.6M
2
AAP
Arax Advisory Partners
Colorado
+$12M
3
EI
Ethic Inc
New York
+$6.39M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$5.47M
5
Betterment LLC
Betterment LLC
New York
+$2.67M

Top Sellers

Rank Fund Capital Flow
1
AIA
Angeles Investment Advisors
California
-$24.5M
2
Two Sigma Investments
Two Sigma Investments
New York
-$1.65M
3
Citadel Advisors
Citadel Advisors
Florida
-$907K
4
VAF
Values Added Financial
District of Columbia
-$900K
5
Goldman Sachs
Goldman Sachs
New York
-$770K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
26
Phoenix Wealth Advisors
North Carolina
$2.58M -$82.8K -1,097 -3%
BP
27
Ballentine Partners
Massachusetts
$2.34M +$14.9K +197 +0.7%
PSA
28
Plum Street Advisors
Louisiana
$1.99M +$42.6K +564 +2%
MWM
29
Modern Wealth Management
Kansas
$1.91M +$75.7K +1,003 +4%
LPL Financial
30
LPL Financial
California
$1.87M +$351K +4,653 +24%
BJL
31
Brighton Jones LLC
Washington
$1.7M +$3.1K +41 +0.2%
HCC
32
Hirtle Callaghan & Co
Pennsylvania
$1.33M – – –
MWM
33
Mission Wealth Management
California
$1.32M +$12.3K +163 +1%
KAS
34
Kestra Advisory Services
Texas
$1.26M +$112K +1,486 +10%
SI
35
Seeds Investor
New York
$1.25M +$400K +5,296 +50%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.21M +$459K +6,077 +65%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.17M +$31.9K +422 +3%
Creative Planning
38
Creative Planning
Kansas
$982K -$75 -1 -0%
BIM
39
Breakwater Investment Management
Washington
$894K – – –
EWA
40
Etesian Wealth Advisors
Oregon
$886K +$79.6K +1,055 +10%
SAS
41
Sage Advisory Services
Texas
$824K -$12.5K -165 -2%
DT
42
Diversified Trust
Tennessee
$752K – – –
Stifel Financial
43
Stifel Financial
Missouri
$699K -$2.94K -39 -0.4%
VFA
44
Valeo Financial Advisors
Indiana
$663K -$98.5K -1,305 -13%
FT
45
Fiduciary Trust
Massachusetts
$661K – – –
PFG
46
Premier Financial Group
California
$628K – – –
AO
47
Advisor OS
Illinois
$625K -$34K -451 -5%
MA
48
MJP Associates
Connecticut
$625K -$34K -451 -5%
FPAS
49
Focus Partners Advisor Solutions
Missouri
$481K +$81.1K +1,075 +22%
ATPW
50
Ashton Thomas Private Wealth
Arizona
$478K +$460K +6,090 New
1
2
3 4 5

VOTE Hedge Fund Activity: Q3 2025 in Review

93 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q3 2025, worth a combined $636M — up 19% from $536M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VOTE positions and 8 closed out — a net gain of 7 holders — while 34 added to existing stakes and 19 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $59.6M. The largest seller was Angeles Investment Advisors, cutting an estimated $24.5M.

  • 93 institutional investors held TCW Transform 500 ETF (VOTE) as of Q3 2025, up from 86 in Q2 2025.
  • Funds reported $636M of TCW Transform 500 ETF stock for Q3 2025, up 19% quarter-over-quarter.
  • 15 funds opened new TCW Transform 500 ETF positions in Q3 2025 and 8 closed out, a net change of +7 holders.
  • The largest TCW Transform 500 ETF buyer in Q3 2025 was Thrivent Financial for Lutherans, an estimated $59.6M added.
  • The largest TCW Transform 500 ETF seller in Q3 2025 was Angeles Investment Advisors, an estimated $24.5M sold.

Based on aggregated 13F filings for Q3 2025.