TCW Transform 500 ETF
VOTE
70 hedge funds and large institutions have $429M invested in TCW Transform 500 ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
29% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 21
11% more capital invested
Capital invested by funds: $386M → $429M (+$43.2M)
3% more funds holding
Funds holding: 68 → 70 (+2)
1.76% more ownership
Funds ownership: 63.65% → 65.41% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$13M |
| 2 |
Goldman Sachs
New York
|
+$10.9M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$2.76M |
| 4 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$1.85M |
| 5 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$2.94M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.24M |
| 3 |
GS
GTS Securities
New York
|
-$659K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$646K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$386K |
VOTE Hedge Fund Activity: Q2 2024 in Review
70 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q2 2024, worth a combined $429M — up 11% from $386M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new VOTE positions and 4 closed out — a net gain of 2 holders — while 27 added to existing stakes and 21 trimmed.
The largest buyer was Betterment LLC, adding an estimated $13M. The largest seller was JP Morgan Chase, cutting an estimated $2.94M.
- 70 institutional investors held TCW Transform 500 ETF (VOTE) as of Q2 2024, up from 68 in Q1 2024.
- Funds reported $429M of TCW Transform 500 ETF stock for Q2 2024, up 11% quarter-over-quarter.
- 6 funds opened new TCW Transform 500 ETF positions in Q2 2024 and 4 closed out, a net change of +2 holders.
- The largest TCW Transform 500 ETF buyer in Q2 2024 was Betterment LLC, an estimated $13M added.
- The largest TCW Transform 500 ETF seller in Q2 2024 was JP Morgan Chase, an estimated $2.94M sold.
Based on aggregated 13F filings for Q2 2024.