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TCW Transform 500 ETF
VOTE

79 hedge funds and large institutions have $438M invested in TCW Transform 500 ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

175% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 12

13% more funds holding

Funds holding: 70 → 79 (+9)

2% more capital invested

Capital invested by funds: $429M → $438M (+$8.46M)

0.64% less ownership

Funds ownership: 65.41% → 64.76% (-0.64%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
79
Holders Change
+9
Holders Change %
+12.86%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
33
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$4.38M
2
BCI
Brinker Capital Investments
Pennsylvania
+$3.64M
3
OPS
Orion Portfolio Solutions
Nebraska
+$3.64M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$3.39M
5
Betterment LLC
Betterment LLC
New York
+$2.71M

Top Sellers

1
AIA
Angeles Investment Advisors
California
-$36.8M
2
GS
GTS Securities
New York
-$2.48M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.11M
4
Citadel Advisors
Citadel Advisors
Florida
-$442K
5
SW
SVB Wealth
Massachusetts
-$387K
Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$82.4M +$2.71M +41,940 +4%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$53.3M +$4.38M +67,742 +9%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$49.8M +$3.39M +52,430 +8%
JP Morgan Chase
4
JP Morgan Chase
New York
$42.9M -$1.11M -17,129 -3%
AIA
5
Angeles Investment Advisors
California
$34.2M -$36.8M -569,825 -53%
NPT
6
National Philanthropic Trust
Pennsylvania
$32M – – –
Goldman Sachs
7
Goldman Sachs
New York
$25.1M -$197K -3,045 -0.8%
LGWM
8
Litman Gregory Wealth Management
California
$12.7M +$964K +14,912 +9%
DWT
9
Dorsey & Whitney Trust
South Dakota
$12.4M -$86.8K -1,343 -0.7%
Bank of America
10
Bank of America
North Carolina
$11M +$52.2K +807 +0.5%
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$7.68M – – –
FI
12
Financial Insights
Washington
$7.18M +$452K +6,993 +7%
MA
13
Mutual Advisors
Nebraska
$7.09M +$21.2K +328 +0.3%
VAF
14
Values Added Financial
District of Columbia
$6.41M +$86K +1,331 +1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$5.61M +$114K +1,761 +2%
BCI
16
Brinker Capital Investments
Pennsylvania
$4.46M +$3.64M +56,231 +544%
OPS
17
Orion Portfolio Solutions
Nebraska
$4.46M +$3.64M +56,231 +544%
AL
18
Aspiriant LLC
California
$4.06M +$2.66M +41,177 +213%
PWA
19
Phoenix Wealth Advisors
North Carolina
$3.4M -$123K -1,899 -4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.23M -$106K -1,647 -3%
BP
21
Ballentine Partners
Massachusetts
$1.99M +$150K +2,315 +8%
MGIA
22
Moneta Group Investment Advisors
Missouri
$1.62M +$3.04K +47 +0.2%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.42M -$153K -2,363 -10%
BJL
24
Brighton Jones LLC
Washington
$1.42M +$194 +3 +0%
Morgan Stanley
25
Morgan Stanley
New York
$1.17M +$13.1K +203 +1%
1
2 3 4

VOTE Hedge Fund Activity: Q3 2024 in Review

79 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q3 2024, worth a combined $438M — up 2% from $429M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VOTE positions and 2 closed out — a net gain of 9 holders — while 33 added to existing stakes and 12 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $4.38M. The largest seller was Angeles Investment Advisors, cutting an estimated $36.8M.

  • 79 institutional investors held TCW Transform 500 ETF (VOTE) as of Q3 2024, up from 70 in Q2 2024.
  • Funds reported $438M of TCW Transform 500 ETF stock for Q3 2024, up 2% quarter-over-quarter.
  • 11 funds opened new TCW Transform 500 ETF positions in Q3 2024 and 2 closed out, a net change of +9 holders.
  • The largest TCW Transform 500 ETF buyer in Q3 2024 was Thrivent Financial for Lutherans, an estimated $4.38M added.
  • The largest TCW Transform 500 ETF seller in Q3 2024 was Angeles Investment Advisors, an estimated $36.8M sold.

Based on aggregated 13F filings for Q3 2024.