TCW Transform 500 ETF
VOTE
43 hedge funds and large institutions have $212M invested in TCW Transform 500 ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
34% more capital invested
Capital invested by funds: $158M → $212M (+$54.3M)
10% more funds holding
Funds holding: 39 → 43 (+4)
6.82% more ownership
Funds ownership: 51.95% → 58.76% (+6.8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$36.9M |
| 2 |
Betterment LLC
New York
|
+$4.18M |
| 3 |
V
Veritable
Wilmington,
Delaware
|
+$1.94M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.89M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$940K |
| 2 |
JPG
Jordan Park Group
San Francisco,
California
|
-$261K |
| 3 |
RWP
Ridgecrest Wealth Partners
Mill Valley,
California
|
-$211K |
| 4 |
PWA
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
-$136K |
| 5 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
-$109K |
VOTE Hedge Fund Activity: Q4 2022 in Review
43 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q4 2022, worth a combined $212M — up 34% from $158M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new VOTE positions and 3 closed out — a net gain of 5 holders — while 13 added to existing stakes and 8 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $36.9M. The largest seller was Citadel Advisors, cutting an estimated $940K.
- 43 institutional investors held TCW Transform 500 ETF (VOTE) as of Q4 2022, up from 39 in Q3 2022.
- Funds reported $212M of TCW Transform 500 ETF stock for Q4 2022, up 34% quarter-over-quarter.
- 8 funds opened new TCW Transform 500 ETF positions in Q4 2022 and 3 closed out, a net change of +5 holders.
- The largest TCW Transform 500 ETF buyer in Q4 2022 was JP Morgan Chase, an estimated $36.9M added.
- The largest TCW Transform 500 ETF seller in Q4 2022 was Citadel Advisors, an estimated $940K sold.
Based on aggregated 13F filings for Q4 2022.