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TCW Transform 500 ETF

85 hedge funds and large institutions have $488M invested in TCW Transform 500 ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

124% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 17

8% more funds holding

Funds holding: 7985 (+6)

0% more capital invested

Capital invested by funds: $488M → $488M (+$638K)

0.65% less ownership

Funds ownership: 68.11%67.46% (-0.65%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
10
Increased
38
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
51
Focus Partners Advisor Solutions
Missouri
$320K +$48.8K +707 +17%
CWM
52
Centric Wealth Management
Illinois
$317K +$335K +4,844 New
PGA
53
Portland Global Advisors
Maine
$306K -$179K -2,595 -36%
CG
54
Caprock Group
Idaho
$300K +$967 +14 +0.3%
Citadel Advisors
55
Citadel Advisors
Florida
$292K +$309K +4,473 New
RWP
56
Ridgecrest Wealth Partners
California
$291K +$74.2K +1,075 +32%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$275K -$663K -9,599 -70%
SMA
58
Sage Mountain Advisors
Georgia
$241K
SWM
59
Stark Wealth Management
Pennsylvania
$228K -$77.3K -1,120 -24%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$214K -$80.3K -1,163 -26%
MEG
61
Millstone Evans Group
Colorado
$135K +$552 +8 +0.4%
MCM
62
MAI Capital Management
Ohio
$129K +$345 +5 +0.3%
FG
63
Fairman Group
Pennsylvania
$71.2K
CAL
64
Capital Analysts LLC
Pennsylvania
$65K +$207 +3 +0.3%
BBPWM
65
Blue Bell Private Wealth Management
Pennsylvania
$60.4K
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$58.2K -$33.7K -488 -33%
AF
67
Advisornet Financial
Minnesota
$54.6K +$9.81K +142 +20%
UBS Group
68
UBS Group
Switzerland
$46.6K +$49.2K +713 New
Osaic Holdings
69
Osaic Holdings
Arizona
$35.9K -$651K -9,429 -94%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$33K
RF
71
Rossby Financial
Florida
$32.1K +$34.3K +497 New
Russell Investments Group
72
Russell Investments Group
United Kingdom
$28.6K
SSB
73
Sandy Spring Bank
Maryland
$20.4K +$69 +1 +0.3%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$18.6K +$6.63K +96 +51%
MG
75
Mather Group
Illinois
$13.1K

VOTE Hedge Fund Activity: Q1 2025 in Review

85 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q1 2025, worth a combined $488M — up 0.13% from $488M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VOTE positions and 4 closed out — a net gain of 6 holders — while 38 added to existing stakes and 17 trimmed.

The largest buyer was Ethic Inc, adding an estimated $10.2M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $1.93M sold.

  • 85 institutional investors held TCW Transform 500 ETF (VOTE) as of Q1 2025, up from 79 in Q4 2024.
  • Funds reported $488M of TCW Transform 500 ETF stock for Q1 2025, up 0.13% quarter-over-quarter.
  • 10 funds opened new TCW Transform 500 ETF positions in Q1 2025 and 4 closed out, a net change of +6 holders.
  • The largest TCW Transform 500 ETF buyer in Q1 2025 was Ethic Inc, an estimated $10.2M added.
  • The largest TCW Transform 500 ETF seller in Q1 2025 was Two Sigma Investments, an estimated $1.93M sold.

Based on aggregated 13F filings for Q1 2025.