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TCW Transform 500 ETF

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: 8693 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
76
Root Financial Partners
California
$31.4K +$30.2K +400 New
AUB
77
Atlantic Union Bankshares
Virginia
$24.6K +$75 +1 +0.3%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$24.1K -$2.11K -28 -8%
HHGA
79
Halbert Hargrove Global Advisors
California
$18.2K +$17.5K +232 New
MG
80
Mather Group
Illinois
$15.7K +$15.1K +200 New
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$15.1K
MPW
82
MASECO Private Wealth
$14.2K +$13.7K +181 New
GA
83
GoalVest Advisory
New York
$10.6K
RMC
84
Resources Management Corp
Connecticut
$9K +$8.45K +112 New
National Bank of Canada
85
National Bank of Canada
Quebec, Canada
$7.84K
BWL
86
Bogart Wealth LLC
Virginia
$6.54K
US Bancorp
87
US Bancorp
Minnesota
$5.89K
FCG
88
Financial Connections Group
California
$5K
AWM
89
AE Wealth Management
Kansas
$2.35K
ADL
90
Asset Dedication LLC
California
$471
DF
91
Dunhill Financial
United Kingdom
$392
FLP
92
Financial Life Planners
Arizona
$319 +$302 +4 New
GSWM
93
Golden State Wealth Management
California
$79
Two Sigma Investments
94
Two Sigma Investments
New York
-$1.65M -22,700 Closed
Citadel Advisors
95
Citadel Advisors
Florida
-$907K -12,472 Closed
SW
96
SVB Wealth
Massachusetts
-$443K -6,090 Closed
SC
97
Stephens Consulting
Michigan
-$416K -5,724 Closed
Raymond James Financial
98
Raymond James Financial
Florida
-$176K -2,417 Closed
TRCT
99
Tower Research Capital (TRC)
New York
-$12.4K -171 Closed
TPWA
100
Twin Peaks Wealth Advisors
California
-$6.96K -92 Closed

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.