TCW Transform 500 ETF
VOTE
86 hedge funds and large institutions have $536M invested in TCW Transform 500 ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 7 closing their positions.
164% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 14
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
10% more capital invested
Capital invested by funds: $488M → $536M (+$48.3M)
1% more funds holding
Funds holding: 85 → 86 (+1)
1.92% less ownership
Funds ownership: 67.46% → 65.54% (-1.9%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$13.4M |
| 2 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$12.9M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$11.6M |
| 4 |
Morgan Stanley
New York
|
+$6.72M |
| 5 |
EI
Ethic Inc
New York
|
+$5.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$56.4M |
| 2 |
FI
Financial Insights
Tacoma,
Washington
|
-$2.3M |
| 3 |
PWA
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
-$1.81M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.25M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$905K |
VOTE Hedge Fund Activity: Q2 2025 in Review
86 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q2 2025, worth a combined $536M — up 9.9% from $488M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new VOTE positions and 7 closed out — a net gain of 4 holders — while 37 added to existing stakes and 14 trimmed.
The largest buyer was Betterment LLC, adding an estimated $13.4M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $56.4M sold.
- 86 institutional investors held TCW Transform 500 ETF (VOTE) as of Q2 2025, up from 85 in Q1 2025.
- Funds reported $536M of TCW Transform 500 ETF stock for Q2 2025, up 9.9% quarter-over-quarter.
- 11 funds opened new TCW Transform 500 ETF positions in Q2 2025 and 7 closed out, a net change of +4 holders.
- The largest TCW Transform 500 ETF buyer in Q2 2025 was Betterment LLC, an estimated $13.4M added.
- The largest TCW Transform 500 ETF seller in Q2 2025 was Thrivent Financial for Lutherans, an estimated $56.4M sold.
Based on aggregated 13F filings for Q2 2025.