TCW Transform 500 ETF
VOTE
111 hedge funds and large institutions have $653M invested in TCW Transform 500 ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 2 closing their positions.
750% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 2
105% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 21
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
11% more funds holding
Funds holding: 100 → 111 (+11)
0.09% less ownership
Funds ownership: 70.03% → 69.94% (-0.09%)
1% less capital invested
Capital invested by funds: $658M → $653M (-$5.2M)
Top Buyers
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$14.3M |
| 2 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
-$2.9M |
| 3 |
CWM
Contango Wealth Management
Oakland,
California
|
-$2.61M |
| 4 |
EI
Ethic Inc
New York
|
-$1.53M |
| 5 |
PWA
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
-$1.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWL
101
Bogart Wealth LLC
Mclean,
Virginia
| $6.39K | – | – | – |
|
|
FCG
102
Financial Connections Group
Corte Madera,
California
| $5K | +$80 | +1 | +1% |
|
103
US Bancorp
Minneapolis,
Minnesota
| $3.81K | – | – | – |
|
|
OSAM
104
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $2.98K | +$3.11K | +39 | New |
|
|
AF
105
Allworth Financial
Folsom,
California
| $763 | +$798 | +10 | New |
|
|
ADL
106
Asset Dedication LLC
San Francisco,
California
| $458 | – | – | – |
|
|
GFA
107
Godfrey Financial Associates
Glenmont,
New York
| $458 | – | – | – |
|
|
DF
108
Dunhill Financial
London,
United Kingdom
| $381 | – | – | – |
|
|
FLP
109
Financial Life Planners
Tempe,
Arizona
| $312 | +$319 | +4 | New |
|
|
SGFG
110
Silver Grove Financial Group
Orchard Park,
New York
| $100 | +$80 | +1 | New |
|
|
GSWM
111
Golden State Wealth Management
Santa Ana,
California
| $77 | – | – | – |
|
|
GS
112
GTS Securities
New York
| – | -$709K | -8,833 | Closed |
|
|
RMC
113
Resources Management Corp
West Hartford,
Connecticut
| – | -$9K | -112 | Closed |
|
VOTE Hedge Fund Activity: Q1 2026 in Review
111 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q1 2026, worth a combined $653M — down 0.79% from $658M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new VOTE positions and 2 closed out — a net gain of 15 holders — while 43 added to existing stakes and 21 trimmed.
The largest buyer was Fund Evaluation Group, opening a new position worth an estimated $34.5M. The largest seller was JP Morgan Chase, cutting an estimated $14.3M.
- 111 institutional investors held TCW Transform 500 ETF (VOTE) as of Q1 2026, up from 100 in Q4 2025.
- Funds reported $653M of TCW Transform 500 ETF stock for Q1 2026, down 0.79% quarter-over-quarter.
- 17 funds opened new TCW Transform 500 ETF positions in Q1 2026 and 2 closed out, a net change of +15 holders.
- The largest TCW Transform 500 ETF buyer in Q1 2026 was Fund Evaluation Group, an estimated $34.5M added.
- The largest TCW Transform 500 ETF seller in Q1 2026 was JP Morgan Chase, an estimated $14.3M sold.
Based on aggregated 13F filings for Q1 2026.