TCW Transform 500 ETF
VOTE
47 hedge funds and large institutions have $235M invested in TCW Transform 500 ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 4 closing their positions.
217% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 6
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
11% more capital invested
Capital invested by funds: $212M → $235M (+$23M)
9% more funds holding
Funds holding: 43 → 47 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.43% less ownership
Funds ownership: 58.76% → 55.33% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$15.1M |
| 2 |
Betterment LLC
New York
|
+$1.32M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$566K |
| 4 |
Jane Street
New York
|
+$498K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$497K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$8.95M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.84M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.26M |
| 4 |
PA
Parallel Advisors
San Francisco,
California
|
-$102K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$51K |
VOTE Hedge Fund Activity: Q1 2023 in Review
47 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q1 2023, worth a combined $235M — up 11% from $212M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new VOTE positions and 4 closed out — a net gain of 4 holders — while 19 added to existing stakes and 6 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $15.1M. The largest seller was Litman Gregory Wealth Management, exiting entirely with an estimated $8.95M sold.
- 47 institutional investors held TCW Transform 500 ETF (VOTE) as of Q1 2023, up from 43 in Q4 2022.
- Funds reported $235M of TCW Transform 500 ETF stock for Q1 2023, up 11% quarter-over-quarter.
- 8 funds opened new TCW Transform 500 ETF positions in Q1 2023 and 4 closed out, a net change of +4 holders.
- The largest TCW Transform 500 ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $15.1M added.
- The largest TCW Transform 500 ETF seller in Q1 2023 was Litman Gregory Wealth Management, an estimated $8.95M sold.
Based on aggregated 13F filings for Q1 2023.