TCW Transform 500 ETF
VOTE
51 hedge funds and large institutions have $338M invested in TCW Transform 500 ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 4 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 9
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
19% more capital invested
Capital invested by funds: $284M → $338M (+$54.4M)
7.25% more ownership
Funds ownership: 57.32% → 64.57% (+7.2%)
6% more funds holding
Funds holding: 48 → 51 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$26.2M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$15.6M |
| 3 |
JP Morgan Chase
New York
|
+$10.3M |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$5.35M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.06M |
| 2 |
JPG
Jordan Park Group
San Francisco,
California
|
-$252K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$215K |
| 4 |
HCC
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
-$114K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$57.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
51
Farther Finance Advisors
San Francisco,
California
| $549 | – | – | – |
|
|
V
52
Veritable
Wilmington,
Delaware
| – | -$5.02M | -97,359 | Closed |
|
|
RDFA
53
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| – | -$620 | -12 | Closed |
|
|
IA
54
IFP Advisors
Tampa,
Florida
| – | -$52 | -1 | Closed |
|
55
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$52 | -1 | Closed |
|
VOTE Hedge Fund Activity: Q3 2023 in Review
51 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q3 2023, worth a combined $338M — up 19% from $284M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new VOTE positions and 4 closed out — a net gain of 3 holders — while 21 added to existing stakes and 9 trimmed.
The largest buyer was Angeles Investment Advisors, adding an estimated $26.2M. The largest seller was Bank of America, cutting an estimated $1.06M.
- 51 institutional investors held TCW Transform 500 ETF (VOTE) as of Q3 2023, up from 48 in Q2 2023.
- Funds reported $338M of TCW Transform 500 ETF stock for Q3 2023, up 19% quarter-over-quarter.
- 7 funds opened new TCW Transform 500 ETF positions in Q3 2023 and 4 closed out, a net change of +3 holders.
- The largest TCW Transform 500 ETF buyer in Q3 2023 was Angeles Investment Advisors, an estimated $26.2M added.
- The largest TCW Transform 500 ETF seller in Q3 2023 was Bank of America, an estimated $1.06M sold.
Based on aggregated 13F filings for Q3 2023.