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TCW Transform 500 ETF

93 hedge funds and large institutions have $636M invested in TCW Transform 500 ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

19% more capital invested

Capital invested by funds: $536M → $636M (+$99.8M)

8% more funds holding

Funds holding: 8693 (+7)

4.77% more ownership

Funds ownership: 65.54%70.32% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
93
Holders Change
+7
Holders Change %
+8.14%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
34
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$122M +$2.67M +35,377 +2%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$85.5M +$5.47M +72,474 +7%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$62M +$59.6M +790,255 New
AIA
4
Angeles Investment Advisors
California
$57.3M -$24.5M -324,975 -31%
JP Morgan Chase
5
JP Morgan Chase
New York
$44.7M -$638K -8,450 -1%
NPT
6
National Philanthropic Trust
Pennsylvania
$37.4M
Goldman Sachs
7
Goldman Sachs
New York
$30.7M -$770K -10,206 -3%
EI
8
Ethic Inc
New York
$28.5M +$6.39M +84,707 +30%
DWT
9
Dorsey & Whitney Trust
South Dakota
$14.8M +$247K +3,273 +2%
LGWM
10
Litman Gregory Wealth Management
California
$14.2M -$622K -8,244 -4%
Bank of America
11
Bank of America
North Carolina
$13.2M +$49K +649 +0.4%
BCI
12
Brinker Capital Investments
Pennsylvania
$11.8M +$1.06M +14,001 +10%
MA
13
Mutual Advisors
Nebraska
$9.96M +$122K +1,613 +1%
Morgan Stanley
14
Morgan Stanley
New York
$9.55M +$458K +6,074 +5%
Pathstone Holdings
15
Pathstone Holdings
New Jersey
$8.76M -$138K -1,832 -2%
AL
16
Aspiriant LLC
California
$8.28M +$250K +3,312 +3%
VAF
17
Values Added Financial
District of Columbia
$6.86M -$900K -11,928 -12%
AAP
18
Arax Advisory Partners
Colorado
$6.76M +$12M +159,397 +2,985%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$6.05M +$171K +2,269 +3%
TWM
20
Tolleson Wealth Management
Texas
$5.24M +$7.17K +95 +0.1%
FI
21
Financial Insights
Washington
$5.06M -$560K -7,415 -10%
GWP
22
Gateway Wealth Partners
Wisconsin
$3.73M +$1.03M +13,633 +40%
AIFS
23
A&I Financial Services
Colorado
$3.43M +$20.2K +268 +0.6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$3.17M -$69.1K -915 -2%
MGIA
25
Moneta Group Investment Advisors
Missouri
$2.65M +$1.51M +20,041 +146%

VOTE Hedge Fund Activity: Q3 2025 in Review

93 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q3 2025, worth a combined $636M — up 19% from $536M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VOTE positions and 8 closed out — a net gain of 7 holders — while 34 added to existing stakes and 19 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $59.6M. The largest seller was Angeles Investment Advisors, cutting an estimated $24.5M.

  • 93 institutional investors held TCW Transform 500 ETF (VOTE) as of Q3 2025, up from 86 in Q2 2025.
  • Funds reported $636M of TCW Transform 500 ETF stock for Q3 2025, up 19% quarter-over-quarter.
  • 15 funds opened new TCW Transform 500 ETF positions in Q3 2025 and 8 closed out, a net change of +7 holders.
  • The largest TCW Transform 500 ETF buyer in Q3 2025 was Thrivent Financial for Lutherans, an estimated $59.6M added.
  • The largest TCW Transform 500 ETF seller in Q3 2025 was Angeles Investment Advisors, an estimated $24.5M sold.

Based on aggregated 13F filings for Q3 2025.