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TCW Transform 500 ETF
VOTE

79 hedge funds and large institutions have $438M invested in TCW Transform 500 ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

175% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 12

13% more funds holding

Funds holding: 70 → 79 (+9)

2% more capital invested

Capital invested by funds: $429M → $438M (+$8.46M)

0.64% less ownership

Funds ownership: 65.41% → 64.76% (-0.64%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
79
Holders Change
+9
Holders Change %
+12.86%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
33
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$4.38M
2
BCI
Brinker Capital Investments
Pennsylvania
+$3.64M
3
OPS
Orion Portfolio Solutions
Nebraska
+$3.64M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$3.39M
5
Betterment LLC
Betterment LLC
New York
+$2.71M

Top Sellers

Rank Fund Capital Flow
1
AIA
Angeles Investment Advisors
California
-$36.8M
2
GS
GTS Securities
New York
-$2.48M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.11M
4
Citadel Advisors
Citadel Advisors
Florida
-$442K
5
SW
SVB Wealth
Massachusetts
-$387K
Name Holding Trade Value Shares
Change 		Change in
Stake
GS
51
GTS Securities
New York
$333K -$2.48M -38,345 -89%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$329K +$317K +4,900 New
JFG
53
JMG Financial Group
Illinois
$325K +$3.23K +50 +1%
DT
54
Diversified Trust
Tennessee
$321K +$309K +4,784 New
CG
55
Caprock Group
Idaho
$318K +$970 +15 +0.3%
WIC
56
Woodmont Investment Counsel
Tennessee
$280K – – –
CPP
57
Capasso Planning Partners
South Carolina
$277K – – –
LPL Financial
58
LPL Financial
California
$260K -$44.5K -688 -15%
RWP
59
Ridgecrest Wealth Partners
California
$226K +$5.82K +90 +3%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$99.8K – – –
FG
61
Fairman Group
Pennsylvania
$69.4K +$20.2K +313 +43%
CAL
62
Capital Analysts LLC
Pennsylvania
$66K +$194 +3 +0.3%
BBPWM
63
Blue Bell Private Wealth Management
Pennsylvania
$61.9K – – –
AF
64
Advisornet Financial
Minnesota
$38.9K +$1.03K +16 +3%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$34K -$31.6K -489 -49%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$29.4K +$21.7K +336 +329%
SSB
67
Sandy Spring Bank
Maryland
$20.7K – – –
UBS Group
68
UBS Group
Switzerland
$14.1K +$13.6K +211 New
MG
69
Mather Group
Illinois
$13.4K – – –
Fidelity Investments
70
Fidelity Investments
Massachusetts
$11.3K +$10.7K +165 +4,125%
GA
71
GoalVest Advisory
New York
$9.05K – – –
US Bancorp
72
US Bancorp
Minnesota
$6.7K – – –
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$6.7K +$6.46K +100 New
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$5.3K -$65 -1 -1%
FCG
75
Financial Connections Group
California
$4K – – –
1 2
3
4

VOTE Hedge Fund Activity: Q3 2024 in Review

79 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q3 2024, worth a combined $438M — up 2% from $429M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VOTE positions and 2 closed out — a net gain of 9 holders — while 33 added to existing stakes and 12 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $4.38M. The largest seller was Angeles Investment Advisors, cutting an estimated $36.8M.

  • 79 institutional investors held TCW Transform 500 ETF (VOTE) as of Q3 2024, up from 70 in Q2 2024.
  • Funds reported $438M of TCW Transform 500 ETF stock for Q3 2024, up 2% quarter-over-quarter.
  • 11 funds opened new TCW Transform 500 ETF positions in Q3 2024 and 2 closed out, a net change of +9 holders.
  • The largest TCW Transform 500 ETF buyer in Q3 2024 was Thrivent Financial for Lutherans, an estimated $4.38M added.
  • The largest TCW Transform 500 ETF seller in Q3 2024 was Angeles Investment Advisors, an estimated $36.8M sold.

Based on aggregated 13F filings for Q3 2024.