TCW Transform 500 ETF
VOTE
68 hedge funds and large institutions have $386M invested in TCW Transform 500 ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 9 reducing their positions, and 5 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 9
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
10% more funds holding
Funds holding: 62 → 68 (+6)
8.62% less ownership
Funds ownership: 72.27% → 63.65% (-8.6%)
17% less capital invested
Capital invested by funds: $463M → $386M (-$77.1M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$6.15M |
| 2 |
GS
GTS Securities
Miami,
Florida
|
+$2.52M |
| 3 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$2.08M |
| 4 |
DWT
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
+$2.06M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JPG
Jordan Park Group
San Francisco,
California
|
-$67.1M |
| 2 |
JP Morgan Chase
New York
|
-$57.1M |
| 3 |
Goldman Sachs
New York
|
-$8.76M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$990K |
| 5 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$701K |
VOTE Hedge Fund Activity: Q1 2024 in Review
68 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q1 2024, worth a combined $386M — down 17% from $463M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new VOTE positions and 5 closed out — a net gain of 6 holders — while 33 added to existing stakes and 9 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $6.15M. The largest seller was Jordan Park Group, exiting entirely with an estimated $67.1M sold.
- 68 institutional investors held TCW Transform 500 ETF (VOTE) as of Q1 2024, up from 62 in Q4 2023.
- Funds reported $386M of TCW Transform 500 ETF stock for Q1 2024, down 17% quarter-over-quarter.
- 11 funds opened new TCW Transform 500 ETF positions in Q1 2024 and 5 closed out, a net change of +6 holders.
- The largest TCW Transform 500 ETF buyer in Q1 2024 was PNC Financial Services Group, an estimated $6.15M added.
- The largest TCW Transform 500 ETF seller in Q1 2024 was Jordan Park Group, an estimated $67.1M sold.
Based on aggregated 13F filings for Q1 2024.