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TCW Transform 500 ETF
VOTE

79 hedge funds and large institutions have $488M invested in TCW Transform 500 ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

55% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 20

11% more capital invested

Capital invested by funds: $438M → $488M (+$49.9M)

3.35% more ownership

Funds ownership: 64.76% → 68.11% (+3.4%)

0% more funds holding

Funds holding: 79 → 79 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

Holders
79
Holders Change
–
Holders Change %
0%
% of All Funds
1.04%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
11
Increased
31
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
Angeles Investment Advisors
California
+$17.6M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$4.85M
3
TWM
Tolleson Wealth Management
Texas
+$3.76M
4
EI
Ethic Inc
New York
+$3.44M
5
Betterment LLC
Betterment LLC
New York
+$3.12M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$2.6M
2
LNWTC
Laird Norton Wetherby Trust Company
Washington
-$1.08M
3
ASN
Advisory Services Network
Georgia
-$1.07M
4
JPG
Jordan Park Group
California
-$861K
5
OMC
Old Mission Capital
Illinois
-$518K
Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$87.7M +$3.12M +45,166 +4%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$56.4M +$594K +8,595 +1%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$55.9M +$4.85M +70,162 +9%
AIA
4
Angeles Investment Advisors
California
$52.7M +$17.6M +254,655 +50%
JP Morgan Chase
5
JP Morgan Chase
New York
$41.5M -$2.6M -37,643 -6%
NPT
6
National Philanthropic Trust
Pennsylvania
$32.8M – – –
Goldman Sachs
7
Goldman Sachs
New York
$25.6M -$165K -2,385 -0.6%
LGWM
8
Litman Gregory Wealth Management
California
$13.4M +$384K +5,560 +3%
DWT
9
Dorsey & Whitney Trust
South Dakota
$12.6M -$165K -2,385 -1%
Bank of America
10
Bank of America
North Carolina
$11.3M +$9.05K +131 +0.1%
FI
11
Financial Insights
Washington
$7.95M +$576K +8,340 +8%
MA
12
Mutual Advisors
Nebraska
$7.91M +$632K +9,153 +9%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$7.8M -$81.2K -1,175 -1%
VAF
14
Values Added Financial
District of Columbia
$6.73M +$156K +2,255 +2%
AL
15
Aspiriant LLC
California
$5.79M +$1.63M +23,642 +39%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$5.37M -$390K -5,639 -7%
BCI
17
Brinker Capital Investments
Pennsylvania
$4.97M +$388K +5,617 +8%
OPS
18
Orion Portfolio Solutions
Nebraska
$4.97M +$388K +5,617 +8%
TWM
19
Tolleson Wealth Management
Texas
$4.56M +$3.76M +54,350 +453%
PWA
20
Phoenix Wealth Advisors
North Carolina
$4.33M +$848K +12,275 +24%
EI
21
Ethic Inc
New York
$3.43M +$3.44M +49,807 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.16M -$151K -2,181 -5%
AIFS
23
A&I Financial Services
Colorado
$2.67M +$2.68M +38,818 New
BP
24
Ballentine Partners
Massachusetts
$2.04M – – –
Two Sigma Investments
25
Two Sigma Investments
New York
$1.93M +$1.93M +28,000 New
1
2 3 4

VOTE Hedge Fund Activity: Q4 2024 in Review

79 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q4 2024, worth a combined $488M — up 11% from $438M a quarter earlier.

Fund positioning in VOTE was balanced in Q4 2024: 11 funds opened new positions, 11 closed out, 31 added to existing stakes and 20 trimmed.

The largest buyer was Angeles Investment Advisors, adding an estimated $17.6M. The largest seller was JP Morgan Chase, cutting an estimated $2.6M.

  • 79 institutional investors held TCW Transform 500 ETF (VOTE) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $488M of TCW Transform 500 ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 11 funds opened new TCW Transform 500 ETF positions in Q4 2024 and 11 closed out, a net change of 0 holders.
  • The largest TCW Transform 500 ETF buyer in Q4 2024 was Angeles Investment Advisors, an estimated $17.6M added.
  • The largest TCW Transform 500 ETF seller in Q4 2024 was JP Morgan Chase, an estimated $2.6M sold.

Based on aggregated 13F filings for Q4 2024.