TCW Transform 500 ETF
VOTE
39 hedge funds and large institutions have $158M invested in TCW Transform 500 ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
14% more capital invested
Capital invested by funds: $139M → $158M (+$18.8M)
11% more funds holding
Funds holding: 35 → 39 (+4)
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
9.61% more ownership
Funds ownership: 42.34% → 51.95% (+9.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$20.4M |
| 2 |
JPG
Jordan Park Group
San Francisco,
California
|
+$2.27M |
| 3 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$1.79M |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$1.55M |
| 5 |
HCC
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
+$662K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$508K |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$319K |
| 3 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
-$219K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$218K |
| 5 |
SC
Stephens Consulting
Flint,
Michigan
|
-$116K |
VOTE Hedge Fund Activity: Q3 2022 in Review
39 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q3 2022, worth a combined $158M — up 14% from $139M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new VOTE positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 9 trimmed.
The largest buyer was Angeles Investment Advisors, opening a new position worth an estimated $20.4M. The largest seller was Citadel Advisors, cutting an estimated $508K.
- 39 institutional investors held TCW Transform 500 ETF (VOTE) as of Q3 2022, up from 35 in Q2 2022.
- Funds reported $158M of TCW Transform 500 ETF stock for Q3 2022, up 14% quarter-over-quarter.
- 7 funds opened new TCW Transform 500 ETF positions in Q3 2022 and 3 closed out, a net change of +4 holders.
- The largest TCW Transform 500 ETF buyer in Q3 2022 was Angeles Investment Advisors, an estimated $20.4M added.
- The largest TCW Transform 500 ETF seller in Q3 2022 was Citadel Advisors, an estimated $508K sold.
Based on aggregated 13F filings for Q3 2022.