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TCW Transform 500 ETF

62 hedge funds and large institutions have $464M invested in TCW Transform 500 ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

37% more capital invested

Capital invested by funds: $338M → $464M (+$126M)

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

22% more funds holding

Funds holding: 5162 (+11)

7.82% more ownership

Funds ownership: 64.57%72.39% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
62
Holders Change
+11
Holders Change %
+21.57%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
16
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$93.8M +$2.49M +47,868 +3%
JPG
2
Jordan Park Group
California
$67.1M -$3.82M -73,465 -6%
AIA
3
Angeles Investment Advisors
California
$56.4M +$23.2M +446,808 +79%
Betterment LLC
4
Betterment LLC
New York
$53.7M -$50.8K -976 -0.1%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$37.2M +$12.8M +245,747 +58%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$32.5M +$6.64M +127,716 +28%
NPT
7
National Philanthropic Trust
Pennsylvania
$26.5M +$24.8M +476,634 New
Goldman Sachs
8
Goldman Sachs
New York
$19.5M +$10.3M +198,650 +131%
LGWM
9
Litman Gregory Wealth Management
California
$10.4M -$126K -2,423 -1%
Bank of America
10
Bank of America
North Carolina
$10.1M +$973K +18,714 +12%
DWT
11
Dorsey & Whitney Trust
South Dakota
$8.47M +$1.97M +37,920 +33%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$6.38M +$5.96M +114,627 New
VAF
13
Values Added Financial
District of Columbia
$5.2M -$475K -9,141 -9%
MA
14
Mutual Advisors
Nebraska
$4.65M -$2.07M -39,734 -32%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.4M -$363K -6,987 -8%
FI
16
Financial Insights
Washington
$4.11M +$672K +12,926 +21%
PWA
17
Phoenix Wealth Advisors
North Carolina
$3M +$1.24M +23,917 +78%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.34M -$471K -9,056 -18%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.31M +$2.16M +41,446 New
Morgan Stanley
20
Morgan Stanley
New York
$1.53M +$955K +18,366 +202%
MGIA
21
Moneta Group Investment Advisors
Missouri
$1.36M +$63.4K +1,219 +5%
BJL
22
Brighton Jones LLC
Washington
$1.17M +$1.1M +21,122 New
TRCT
23
Tower Research Capital (TRC)
New York
$1.16M +$1.09M +20,871 New
AL
24
Aspiriant LLC
California
$1.07M
MWM
25
Mission Wealth Management
California
$928K

VOTE Hedge Fund Activity: Q4 2023 in Review

62 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q4 2023, worth a combined $464M — up 37% from $338M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VOTE positions and 5 closed out — a net gain of 12 holders — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Angeles Investment Advisors, adding an estimated $23.2M. The largest seller was Jordan Park Group, cutting an estimated $3.82M.

  • 62 institutional investors held TCW Transform 500 ETF (VOTE) as of Q4 2023, up from 51 in Q3 2023.
  • Funds reported $464M of TCW Transform 500 ETF stock for Q4 2023, up 37% quarter-over-quarter.
  • 17 funds opened new TCW Transform 500 ETF positions in Q4 2023 and 5 closed out, a net change of +12 holders.
  • The largest TCW Transform 500 ETF buyer in Q4 2023 was Angeles Investment Advisors, an estimated $23.2M added.
  • The largest TCW Transform 500 ETF seller in Q4 2023 was Jordan Park Group, an estimated $3.82M sold.

Based on aggregated 13F filings for Q4 2023.