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TCW Transform 500 ETF
VOTE

68 hedge funds and large institutions have $386M invested in TCW Transform 500 ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

10% more funds holding

Funds holding: 62 → 68 (+6)

8.74% less ownership

Funds ownership: 72.39% → 63.65% (-8.7%)

17% less capital invested

Capital invested by funds: $464M → $386M (-$77.9M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
68
Holders Change
+6
Holders Change %
+9.68%
% of All Funds
0.98%
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
32
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$6.15M
2
GS
GTS Securities
New York
+$2.52M
3
AIA
Angeles Investment Advisors
California
+$2.08M
4
DWT
Dorsey & Whitney Trust
South Dakota
+$2.06M
5
MA
Mutual Advisors
Nebraska
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
JPG
Jordan Park Group
California
-$67.1M
2
JP Morgan Chase
JP Morgan Chase
New York
-$57.1M
3
Goldman Sachs
Goldman Sachs
New York
-$8.76M
4
Bank of America
Bank of America
North Carolina
-$990K
5
Morgan Stanley
Morgan Stanley
New York
-$719K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
51
Parallel Advisors
California
$122K – – –
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$90.9K +$86.7K +1,488 New
CAL
53
Capital Analysts LLC
Pennsylvania
$60K +$175 +3 +0.3%
BBPWM
54
Blue Bell Private Wealth Management
Pennsylvania
$56.5K – – –
UBS Group
55
UBS Group
Switzerland
$36.7K +$34.9K +599 New
Osaic Holdings
56
Osaic Holdings
Arizona
$31.2K +$1.28K +22 +5%
AF
57
Advisornet Financial
Minnesota
$23.8K +$1.05K +18 +5%
FG
58
Fairman Group
Pennsylvania
$20.3K +$19.3K +332 New
MG
59
Mather Group
Illinois
$11.1K +$11.7K +200 New
GA
60
GoalVest Advisory
New York
$8.27K – – –
US Bancorp
61
US Bancorp
Minnesota
$6.13K – – –
MAWCM
62
Mine & Arao Wealth Creation & Management
California
$5.88K – – –
FCG
63
Financial Connections Group
California
$5K +$117 +2 +3%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$4.96K +$3.55K +61 +305%
BWP
65
Baldwin Wealth Partners
Massachusetts
$3.06K – – –
RWM
66
Ruedi Wealth Management
Illinois
$1.1K -$175 -3 -14%
TC
67
Trust Company
Kansas
$453 +$408 +7 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$61 -$5.13K -88 -99%
JPG
69
Jordan Park Group
California
– -$67.1M -1,206,696 Closed
AWP
70
Abacus Wealth Partners
California
– -$501K -9,008 Closed
Two Sigma Investments
71
Two Sigma Investments
New York
– -$234K -4,200 Closed
FFA
72
Farther Finance Advisors
California
– -$612 -11 Closed
SSB
73
Sandy Spring Bank
Maryland
– -$112 -2 Closed
1 2
3

VOTE Hedge Fund Activity: Q1 2024 in Review

68 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q1 2024, worth a combined $386M — down 17% from $464M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VOTE positions and 5 closed out — a net gain of 6 holders — while 32 added to existing stakes and 10 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $6.15M. The largest seller was Jordan Park Group, exiting entirely with an estimated $67.1M sold.

  • 68 institutional investors held TCW Transform 500 ETF (VOTE) as of Q1 2024, up from 62 in Q4 2023.
  • Funds reported $386M of TCW Transform 500 ETF stock for Q1 2024, down 17% quarter-over-quarter.
  • 11 funds opened new TCW Transform 500 ETF positions in Q1 2024 and 5 closed out, a net change of +6 holders.
  • The largest TCW Transform 500 ETF buyer in Q1 2024 was PNC Financial Services Group, an estimated $6.15M added.
  • The largest TCW Transform 500 ETF seller in Q1 2024 was Jordan Park Group, an estimated $67.1M sold.

Based on aggregated 13F filings for Q1 2024.