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, 32 increasing their positions, 10 reducing their positions, and 5 closing their positions.
220% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 10
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
10% more funds holding
Funds holding: 62 → 68 (+6)
8.74% less ownership
Funds ownership: 72.39% → 63.65% (-8.7%)
17% less capital invested
Capital invested by funds: $464M → $386M (-$77.9M)
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
New York
|
+$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 |
Morgan Stanley
New York
|
-$719K |
VOTE Hedge Fund Activity: Q1 2024 in Review
68 of the 6,942 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 $464M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new VOTE positions and 5 closed out — a net gain of 6 holders — while 32 added to existing stakes and 10 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.