TCW Transform 500 ETF
VOTE
23 hedge funds and large institutions have $173M invested in TCW Transform 500 ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
64% more funds holding
Funds holding: 14 → 23 (+9)
18% more capital invested
Capital invested by funds: $147M → $173M (+$26.5M)
14.81% less ownership
Funds ownership: 77.09% → 62.27% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SVCF
Silicon Valley Community Foundation
Mountain View,
California
|
+$41.1M |
| 2 |
Betterment LLC
New York
|
+$12.3M |
| 3 |
V
Veritable
Wilmington,
Delaware
|
+$1.91M |
| 4 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$1.85M |
| 5 |
PWA
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JPG
Jordan Park Group
San Francisco,
California
|
-$43.3M |
| 2 |
Jane Street
New York
|
-$2.84M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.78M |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$5K |
VOTE Hedge Fund Activity: Q4 2021 in Review
23 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q4 2021, worth a combined $173M — up 18% from $147M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new VOTE positions and 2 closed out — a net gain of 9 holders — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Silicon Valley Community Foundation, opening a new position worth an estimated $41.1M. The largest seller was Jordan Park Group, cutting an estimated $43.3M.
- 23 institutional investors held TCW Transform 500 ETF (VOTE) as of Q4 2021, up from 14 in Q3 2021.
- Funds reported $173M of TCW Transform 500 ETF stock for Q4 2021, up 18% quarter-over-quarter.
- 11 funds opened new TCW Transform 500 ETF positions in Q4 2021 and 2 closed out, a net change of +9 holders.
- The largest TCW Transform 500 ETF buyer in Q4 2021 was Silicon Valley Community Foundation, an estimated $41.1M added.
- The largest TCW Transform 500 ETF seller in Q4 2021 was Jordan Park Group, an estimated $43.3M sold.
Based on aggregated 13F filings for Q4 2021.