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TCW Transform 500 ETF
VOTE

70 hedge funds and large institutions have $429M invested in TCW Transform 500 ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

11% more capital invested

Capital invested by funds: $386M → $429M (+$43.2M)

3% more funds holding

Funds holding: 68 → 70 (+2)

1.76% more ownership

Funds ownership: 63.65% → 65.41% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
27
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$13M
2
Goldman Sachs
Goldman Sachs
New York
+$10.9M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.76M
4
AIA
Angeles Investment Advisors
California
+$1.85M
5
BP
Ballentine Partners
Massachusetts
+$1.67M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$2.94M
2
TRCT
Tower Research Capital (TRC)
New York
-$1.24M
3
GS
GTS Securities
New York
-$659K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$646K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$386K
Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
51
Woodmont Investment Counsel
Tennessee
$266K – – –
CPP
52
Capasso Planning Partners
South Carolina
$263K – – –
RWP
53
Ridgecrest Wealth Partners
California
$209K +$201K +3,288 New
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$96.6K – – –
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$63K -$194K -3,176 -76%
CAL
56
Capital Analysts LLC
Pennsylvania
$63K +$184 +3 +0.3%
BBPWM
57
Blue Bell Private Wealth Management
Pennsylvania
$58.7K – – –
FG
58
Fairman Group
Pennsylvania
$45.9K +$23.9K +390 +117%
AF
59
Advisornet Financial
Minnesota
$35.9K +$10.8K +177 +46%
SSB
60
Sandy Spring Bank
Maryland
$19.6K +$18.9K +309 New
MG
61
Mather Group
Illinois
$12.3K – – –
GA
62
GoalVest Advisory
New York
$8.58K – – –
Russell Investments Group
63
Russell Investments Group
United Kingdom
$6.49K +$6.24K +102 New
US Bancorp
64
US Bancorp
Minnesota
$6.36K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$5.09K -$61 -1 -1%
FCG
66
Financial Connections Group
California
$4K -$61 -1 -1%
BWP
67
Baldwin Wealth Partners
Massachusetts
$3.18K – – –
RWM
68
Ruedi Wealth Management
Illinois
$1.36K +$184 +3 +17%
TC
69
Trust Company
Kansas
$470 – – –
Fidelity Investments
70
Fidelity Investments
Massachusetts
$254 +$184 +3 +300%
TRCT
71
Tower Research Capital (TRC)
New York
– -$1.24M -20,278 Closed
PA
72
Parallel Advisors
California
– -$122K -1,993 Closed
UBS Group
73
UBS Group
Switzerland
– -$36.7K -599 Closed
MAWCM
74
Mine & Arao Wealth Creation & Management
California
– -$5.88K -96 Closed
1 2
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VOTE Hedge Fund Activity: Q2 2024 in Review

70 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q2 2024, worth a combined $429M — up 11% from $386M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new VOTE positions and 4 closed out — a net gain of 2 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Betterment LLC, adding an estimated $13M. The largest seller was JP Morgan Chase, cutting an estimated $2.94M.

  • 70 institutional investors held TCW Transform 500 ETF (VOTE) as of Q2 2024, up from 68 in Q1 2024.
  • Funds reported $429M of TCW Transform 500 ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 6 funds opened new TCW Transform 500 ETF positions in Q2 2024 and 4 closed out, a net change of +2 holders.
  • The largest TCW Transform 500 ETF buyer in Q2 2024 was Betterment LLC, an estimated $13M added.
  • The largest TCW Transform 500 ETF seller in Q2 2024 was JP Morgan Chase, an estimated $2.94M sold.

Based on aggregated 13F filings for Q2 2024.