TCW Transform 500 ETF
VOTE
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.
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: 79 → 85 (+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: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
Ethic Inc
New York
|
+$10.2M |
| 2 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$6.66M |
| 3 |
Betterment LLC
New York
|
+$3.19M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$2.12M |
| 5 |
PSA
Plum Street Advisors
New Orleans,
Louisiana
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$1.93M |
| 2 |
JP Morgan Chase
New York
|
-$1.11M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$663K |
| 4 |
FI
Financial Insights
Tacoma,
Washington
|
-$655K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$651K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GA
76
GoalVest Advisory
New York
| $8.83K | – | – | – |
|
77
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $7.78K | +$8.08K | +117 | +5,850% |
|
78
National Bank of Canada
Montreal,
Quebec, Canada
| $6.54K | – | – | – |
|
79
US Bancorp
Minneapolis,
Minnesota
| $6.54K | – | – | – |
|
|
BWL
80
Bogart Wealth LLC
Mclean,
Virginia
| $5.42K | +$5.73K | +83 | New |
|
|
FCG
81
Financial Connections Group
Corte Madera,
California
| $4K | – | – | – |
|
|
AWM
82
AE Wealth Management
Topeka,
Kansas
| $1.96K | +$2.07K | +30 | New |
|
|
RWM
83
Ruedi Wealth Management
Champaign,
Illinois
| $1.76K | +$69 | +1 | +4% |
|
|
DF
84
Dunhill Financial
London,
United Kingdom
| $327 | +$345 | +5 | New |
|
|
GSWM
85
Golden State Wealth Management
Santa Ana,
California
| $66 | +$69 | +1 | New |
|
|
86
Two Sigma Investments
New York
| – | -$1.93M | -28,000 | Closed |
|
|
WIC
87
Woodmont Investment Counsel
Nashville,
Tennessee
| – | -$299K | -4,344 | Closed |
|
88
Envestnet Asset Management
Chicago,
Illinois
| – | -$286K | -4,152 | Closed |
|
|
FLP
89
Financial Life Planners
Tempe,
Arizona
| – | -$277 | -4 | Closed |
|
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.