TCW Transform 500 ETF
VOTE
79 hedge funds and large institutions have $488M invested in TCW Transform 500 ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 11 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
55% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 20
11% more capital invested
Capital invested by funds: $438M → $488M (+$49.9M)
3.35% more ownership
Funds ownership: 64.76% → 68.11% (+3.4%)
0% more funds holding
Funds holding: 79 → 79 (0)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$17.6M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$4.85M |
| 3 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
+$3.76M |
| 4 |
EI
Ethic Inc
New York
|
+$3.44M |
| 5 |
Betterment LLC
New York
|
+$3.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$2.6M |
| 2 |
LNWTC
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
-$1.08M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$1.07M |
| 4 |
JPG
Jordan Park Group
San Francisco,
California
|
-$861K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$518K |
VOTE Hedge Fund Activity: Q4 2024 in Review
79 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q4 2024, worth a combined $488M — up 11% from $438M a quarter earlier.
Fund positioning in VOTE was balanced in Q4 2024: 11 funds opened new positions, 11 closed out, 31 added to existing stakes and 20 trimmed.
The largest buyer was Angeles Investment Advisors, adding an estimated $17.6M. The largest seller was JP Morgan Chase, cutting an estimated $2.6M.
- 79 institutional investors held TCW Transform 500 ETF (VOTE) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $488M of TCW Transform 500 ETF stock for Q4 2024, up 11% quarter-over-quarter.
- 11 funds opened new TCW Transform 500 ETF positions in Q4 2024 and 11 closed out, a net change of 0 holders.
- The largest TCW Transform 500 ETF buyer in Q4 2024 was Angeles Investment Advisors, an estimated $17.6M added.
- The largest TCW Transform 500 ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.6M sold.
Based on aggregated 13F filings for Q4 2024.