TCW Transform 500 ETF
VOTE
100 hedge funds and large institutions have $658M invested in TCW Transform 500 ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
85% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 20
8% more funds holding
Funds holding: 93 → 100 (+7)
3% more capital invested
Capital invested by funds: $636M → $658M (+$21.5M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.28% less ownership
Funds ownership: 70.32% → 70.03% (-0.28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$5.68M |
| 2 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$2.01M |
| 3 |
Betterment LLC
New York
|
+$1.31M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$958K |
| 5 |
GS
GTS Securities
New York
|
+$702K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$6.76M |
| 2 |
JP Morgan Chase
New York
|
-$3.31M |
| 3 |
BJL
Brighton Jones LLC
Seattle,
Washington
|
-$1.7M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.18M |
| 5 |
Goldman Sachs
New York
|
-$1.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAP
101
Arax Advisory Partners
Denver,
Colorado
| – | -$6.76M | -164,737 | Closed |
|
|
BJL
102
Brighton Jones LLC
Seattle,
Washington
| – | -$1.7M | -21,693 | Closed |
|
103
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$400K | -5,097 | Closed |
|
|
MG
104
Mather Group
Chicago,
Illinois
| – | -$15.7K | -200 | Closed |
|
|
AWM
105
AE Wealth Management
Topeka,
Kansas
| – | -$2.35K | -30 | Closed |
|
|
FLP
106
Financial Life Planners
Tempe,
Arizona
| – | -$319 | -4 | Closed |
|
VOTE Hedge Fund Activity: Q4 2025 in Review
100 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q4 2025, worth a combined $658M — up 3.4% from $636M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new VOTE positions and 6 closed out — a net gain of 7 holders — while 37 added to existing stakes and 20 trimmed.
The largest buyer was Angeles Investment Advisors, adding an estimated $5.68M. The largest seller was Arax Advisory Partners, exiting entirely with an estimated $6.76M sold.
- 100 institutional investors held TCW Transform 500 ETF (VOTE) as of Q4 2025, up from 93 in Q3 2025.
- Funds reported $658M of TCW Transform 500 ETF stock for Q4 2025, up 3.4% quarter-over-quarter.
- 13 funds opened new TCW Transform 500 ETF positions in Q4 2025 and 6 closed out, a net change of +7 holders.
- The largest TCW Transform 500 ETF buyer in Q4 2025 was Angeles Investment Advisors, an estimated $5.68M added.
- The largest TCW Transform 500 ETF seller in Q4 2025 was Arax Advisory Partners, an estimated $6.76M sold.
Based on aggregated 13F filings for Q4 2025.