TCW Transform 500 ETF
VOTE
113 hedge funds and large institutions have $659M invested in TCW Transform 500 ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 21 reducing their positions, and 2 closing their positions.
800% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 2
110% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 21
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more funds holding
Funds holding: 100 → 113 (+13)
0.64% more ownership
Funds ownership: 70.03% → 70.67% (+0.64%)
0% more capital invested
Capital invested by funds: $658M → $659M (+$1.63M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$34.5M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$12.8M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$7.05M |
| 4 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
+$4.09M |
| 5 |
Betterment LLC
New York
|
+$3.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$14.3M |
| 2 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
-$2.9M |
| 3 |
CWM
Contango Wealth Management
Oakland,
California
|
-$2.61M |
| 4 |
EI
Ethic Inc
New York
|
-$1.53M |
| 5 |
PWA
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
-$1.31M |
VOTE Hedge Fund Activity: Q1 2026 in Review
113 of the 8,177 institutional investors tracked by Wall St. Rank reported a position in TCW Transform 500 ETF (VOTE) for Q1 2026, worth a combined $659M — up 0.25% from $658M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new VOTE positions and 2 closed out — a net gain of 16 holders — while 44 added to existing stakes and 21 trimmed.
The largest buyer was Fund Evaluation Group, opening a new position worth an estimated $34.5M. The largest seller was JP Morgan Chase, cutting an estimated $14.3M.
- 113 institutional investors held TCW Transform 500 ETF (VOTE) as of Q1 2026, up from 100 in Q4 2025.
- Funds reported $659M of TCW Transform 500 ETF stock for Q1 2026, up 0.25% quarter-over-quarter.
- 18 funds opened new TCW Transform 500 ETF positions in Q1 2026 and 2 closed out, a net change of +16 holders.
- The largest TCW Transform 500 ETF buyer in Q1 2026 was Fund Evaluation Group, an estimated $34.5M added.
- The largest TCW Transform 500 ETF seller in Q1 2026 was JP Morgan Chase, an estimated $14.3M sold.
Based on aggregated 13F filings for Q1 2026.