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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$4.38M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$3.64M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$3.64M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$3.39M |
| 5 |
Betterment LLC
New York
|
+$2.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
-$36.8M |
| 2 |
GS
GTS Securities
New York
|
-$2.48M |
| 3 |
JP Morgan Chase
New York
|
-$1.11M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$442K |
| 5 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$387K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWP
76
Baldwin Wealth Partners
Marion,
Massachusetts
| $3.35K | – | – | – |
|
|
RWM
77
Ruedi Wealth Management
Champaign,
Illinois
| $1.44K | – | – | – |
|
|
TC
78
Trust Company
Manhattan,
Kansas
| $496 | – | – | – |
|
|
TAM
79
Tucker Asset Management
Littleton,
Colorado
| $134 | +$129 | +2 | New |
|
|
80
Citadel Advisors
Miami,
Florida
| – | -$442K | -6,949 | Closed |
|
|
SW
81
SVB Wealth
Boston,
Massachusetts
| – | -$387K | -6,090 | Closed |
|
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.