TCW Transform 500 ETF
VOTE
62 hedge funds and large institutions have $464M invested in TCW Transform 500 ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 5 closing their positions.
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
37% more capital invested
Capital invested by funds: $338M → $464M (+$126M)
23% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 13
22% more funds holding
Funds holding: 51 → 62 (+11)
7.82% more ownership
Funds ownership: 64.57% → 72.39% (+7.8%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$23.2M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$12.8M |
| 3 |
Goldman Sachs
New York
|
+$10.3M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$6.64M |
| 5 |
JP Morgan Chase
New York
|
+$2.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JPG
Jordan Park Group
San Francisco,
California
|
-$3.82M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.88M |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$2.07M |
| 4 |
GS
GTS Securities
New York
|
-$1.03M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$534K |
VOTE Hedge Fund Activity: Q4 2023 in Review
62 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q4 2023, worth a combined $464M — up 37% from $338M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new VOTE positions and 5 closed out — a net gain of 12 holders — while 16 added to existing stakes and 13 trimmed.
The largest buyer was Angeles Investment Advisors, adding an estimated $23.2M. The largest seller was Jordan Park Group, cutting an estimated $3.82M.
- 62 institutional investors held TCW Transform 500 ETF (VOTE) as of Q4 2023, up from 51 in Q3 2023.
- Funds reported $464M of TCW Transform 500 ETF stock for Q4 2023, up 37% quarter-over-quarter.
- 17 funds opened new TCW Transform 500 ETF positions in Q4 2023 and 5 closed out, a net change of +12 holders.
- The largest TCW Transform 500 ETF buyer in Q4 2023 was Angeles Investment Advisors, an estimated $23.2M added.
- The largest TCW Transform 500 ETF seller in Q4 2023 was Jordan Park Group, an estimated $3.82M sold.
Based on aggregated 13F filings for Q4 2023.