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TCW Transform 500 ETF
VOTE

93 hedge funds and large institutions have $636M invested in TCW Transform 500 ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

19% more capital invested

Capital invested by funds: $536M → $636M (+$99.8M)

8% more funds holding

Funds holding: 86 → 93 (+7)

4.77% more ownership

Funds ownership: 65.54% → 70.32% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
93
Holders Change
+7
Holders Change %
+8.14%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
34
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$59.6M
2
AAP
Arax Advisory Partners
Colorado
+$12M
3
EI
Ethic Inc
New York
+$6.39M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$5.47M
5
Betterment LLC
Betterment LLC
New York
+$2.67M

Top Sellers

Rank Fund Capital Flow
1
AIA
Angeles Investment Advisors
California
-$24.5M
2
Two Sigma Investments
Two Sigma Investments
New York
-$1.65M
3
Citadel Advisors
Citadel Advisors
Florida
-$907K
4
VAF
Values Added Financial
District of Columbia
-$900K
5
Goldman Sachs
Goldman Sachs
New York
-$770K
Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
51
Per Stirling Capital Management
Texas
$468K – – –
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$400K +$226 +3 +0.1%
RWP
53
Ridgecrest Wealth Partners
California
$395K – – –
CG
54
Caprock Group
Idaho
$349K +$347K +4,601 New
PGA
55
Portland Global Advisors
Maine
$331K -$20.9K -277 -6%
UBS Group
56
UBS Group
Switzerland
$316K +$304K +4,025 New
SA
57
Sonoma Allocations
California
$294K +$286K +3,786 New
SMA
58
Sage Mountain Advisors
Georgia
$290K – – –
SWM
59
Stark Wealth Management
Pennsylvania
$273K – – –
RFW
60
Rainier Family Wealth
Washington
$243K +$234K +3,100 New
SDWMA
61
Schneider Downs Wealth Management Advisors
Pennsylvania
$233K – – –
AQR Capital Management
62
AQR Capital Management
Connecticut
$203K +$195K +2,589 New
FG
63
Fairman Group
Pennsylvania
$181K – – –
MEG
64
Millstone Evans Group
Colorado
$162K – – –
MCM
65
MAI Capital Management
Ohio
$156K +$453 +6 +0.3%
WWM
66
Wolff Wiese Magana
California
$122K +$117K +1,551 New
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$96.7K +$93K +1,232 New
FFA
68
Farther Finance Advisors
California
$92.5K -$1.36K -18 -2%
RF
69
Rossby Financial
Florida
$87.2K +$46.1K +611 +123%
AF
70
Advisornet Financial
Minnesota
$86.5K +$9.59K +127 +13%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$86K -$4.83K -64 -6%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$78.5K – – –
CAL
73
Capital Analysts LLC
Pennsylvania
$78K +$226 +3 +0.3%
BBPWM
74
Blue Bell Private Wealth Management
Pennsylvania
$72.4K – – –
Russell Investments Group
75
Russell Investments Group
United Kingdom
$36.4K +$1.96K +26 +6%
1 2
3
4 5

VOTE Hedge Fund Activity: Q3 2025 in Review

93 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q3 2025, worth a combined $636M — up 19% from $536M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VOTE positions and 8 closed out — a net gain of 7 holders — while 34 added to existing stakes and 19 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $59.6M. The largest seller was Angeles Investment Advisors, cutting an estimated $24.5M.

  • 93 institutional investors held TCW Transform 500 ETF (VOTE) as of Q3 2025, up from 86 in Q2 2025.
  • Funds reported $636M of TCW Transform 500 ETF stock for Q3 2025, up 19% quarter-over-quarter.
  • 15 funds opened new TCW Transform 500 ETF positions in Q3 2025 and 8 closed out, a net change of +7 holders.
  • The largest TCW Transform 500 ETF buyer in Q3 2025 was Thrivent Financial for Lutherans, an estimated $59.6M added.
  • The largest TCW Transform 500 ETF seller in Q3 2025 was Angeles Investment Advisors, an estimated $24.5M sold.

Based on aggregated 13F filings for Q3 2025.