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 12 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
367% more funds holding
Funds holding: 3 → 14 (+11)
77.09% more ownership
Funds ownership: 0% → 77.09% (+77%)
37% more capital invested
Capital invested by funds: $107M → $147M (+$39.8M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$14.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$11.9M |
| 3 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$5.05M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.81M |
| 5 |
Jane Street
New York
|
+$2.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.57M |
VOTE Hedge Fund Activity: Q3 2021 in Review
14 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q3 2021, worth a combined $147M — up 37% from $107M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new VOTE positions and 1 closed out — a net gain of 11 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Betterment LLC, opening a new position worth an estimated $14.6M. 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 3 in Q2 2021.
- Funds reported $147M of TCW Transform 500 ETF stock for Q3 2021, up 37% quarter-over-quarter.
- 12 funds opened new TCW Transform 500 ETF positions in Q3 2021 and 1 closed out, a net change of +11 holders.
- The largest TCW Transform 500 ETF buyer in Q3 2021 was Betterment LLC, an estimated $14.6M 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.