We are live on ! Find out more
VOTE icon

TCW Transform 500 ETF
VOTE

14 hedge funds and large institutions have $147M invested in TCW Transform 500 ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,117% more capital invested

Capital invested by funds: $6.63M → $147M (+$140M)

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

600% more funds holding

Funds holding: 2 → 14 (+12)

77.09% more ownership

Funds ownership: 0% → 77.09% (+77%)

Holders
14
Holders Change
+12
Holders Change %
+600%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JPG
Jordan Park Group
California
+$105M
2
Betterment LLC
Betterment LLC
New York
+$14.6M
3
Bank of America
Bank of America
North Carolina
+$11.9M
4
LGWM
Litman Gregory Wealth Management
California
+$5.05M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$4.81M

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
JPG
1
Jordan Park Group
California
$103M +$105M +2,011,901 New
Betterment LLC
2
Betterment LLC
New York
$14.2M +$14.6M +278,519 New
Bank of America
3
Bank of America
North Carolina
$11.6M +$11.9M +226,744 New
AIM
4
Allen Investment Management
New York
$5.07M – – –
LGWM
5
Litman Gregory Wealth Management
California
$4.91M +$5.05M +96,342 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$4.68M +$4.81M +91,761 New
Jane Street
7
Jane Street
New York
$2.84M +$2.92M +55,755 New
AL
8
Aspiriant LLC
California
$984K +$1.01M +19,316 New
PA
9
Parallel Advisors
California
$113K +$116K +2,208 New
PWA
10
Phoenix Wealth Advisors
North Carolina
$15K +$15.7K +300 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$15K +$15.7K +300 New
US Bancorp
12
US Bancorp
Minnesota
$10K +$10.5K +200 New
JFA
13
JNBA Financial Advisors
Minnesota
$5K +$5.24K +100 New
Osaic Holdings
14
Osaic Holdings
Arizona
$4K +$3.67K +70 New
TRCT
15
Tower Research Capital (TRC)
New York
– -$1.57M -30,824 Closed

VOTE Hedge Fund Activity: Q3 2021 in Review

14 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q3 2021, worth a combined $147M — up 2,117% from $6.63M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new VOTE positions and 1 closed out — a net gain of 12 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Jordan Park Group, opening a new position worth an estimated $105M. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $1.57M sold.

  • 14 institutional investors held TCW Transform 500 ETF (VOTE) as of Q3 2021, up from 2 in Q2 2021.
  • Funds reported $147M of TCW Transform 500 ETF stock for Q3 2021, up 2,117% quarter-over-quarter.
  • 13 funds opened new TCW Transform 500 ETF positions in Q3 2021 and 1 closed out, a net change of +12 holders.
  • The largest TCW Transform 500 ETF buyer in Q3 2021 was Jordan Park Group, an estimated $105M added.
  • The largest TCW Transform 500 ETF seller in Q3 2021 was Tower Research Capital (TRC), an estimated $1.57M sold.

Based on aggregated 13F filings for Q3 2021.