Phoenix Wealth Advisors Raises Stock Position in TCW Transform 500 ETF (BATS:VOTE)

Phoenix Wealth Advisors lifted its stake in shares of TCW Transform 500 ETF (BATS:VOTE) by 24.2% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 62,959 shares of the company’s stock after acquiring an additional 12,275 shares during the period. TCW Transform 500 ETF makes up 1.9% of Phoenix Wealth Advisors’ investment portfolio, making the stock its 10th biggest position. Phoenix Wealth Advisors owned about 0.64% of TCW Transform 500 ETF worth $4,331,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Fairman Group LLC raised its stake in shares of TCW Transform 500 ETF by 43.4% during the third quarter. Fairman Group LLC now owns 1,035 shares of the company’s stock valued at $69,000 after acquiring an additional 313 shares during the last quarter. Mutual Advisors LLC raised its position in TCW Transform 500 ETF by 0.3% during the 3rd quarter. Mutual Advisors LLC now owns 104,670 shares of the company’s stock valued at $7,094,000 after purchasing an additional 328 shares during the last quarter. Breakwater Investment Management lifted its holdings in TCW Transform 500 ETF by 3.9% in the 4th quarter. Breakwater Investment Management now owns 11,344 shares of the company’s stock worth $780,000 after buying an additional 423 shares during the period. Values Added Financial LLC grew its position in shares of TCW Transform 500 ETF by 1.4% in the 3rd quarter. Values Added Financial LLC now owns 95,570 shares of the company’s stock worth $6,407,000 after buying an additional 1,331 shares during the last quarter. Finally, Ballentine Partners LLC raised its holdings in shares of TCW Transform 500 ETF by 8.5% during the third quarter. Ballentine Partners LLC now owns 29,623 shares of the company’s stock valued at $1,986,000 after acquiring an additional 2,315 shares in the last quarter.

TCW Transform 500 ETF Trading Up 1.0 %

BATS:VOTE opened at $70.91 on Wednesday. The company has a market capitalization of $697.74 million, a PE ratio of 26.21 and a beta of 1.01. The firm has a fifty day moving average of $69.98 and a two-hundred day moving average of $67.24.

About TCW Transform 500 ETF

The Engine No. 1 Transform 500 ETF (VOTE) is an exchange-traded fund that is based on the Morningstar US Large Cap Select index. The ETF currently has 410.2m in AUM and 505 holdings. VOTE tracks a market-cap-weighted index consisting of large-cap US stocks VOTE was launched on Jun 22, 2021 and is managed by Engine No.