38,818 Shares in TCW Transform 500 ETF (BATS:VOTE) Bought by A&I Financial Services LLC

A&I Financial Services LLC purchased a new stake in TCW Transform 500 ETF (BATS:VOTE) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 38,818 shares of the company’s stock, valued at approximately $2,670,000. TCW Transform 500 ETF accounts for about 2.6% of A&I Financial Services LLC’s investment portfolio, making the stock its 6th largest position. A&I Financial Services LLC owned approximately 0.39% of TCW Transform 500 ETF as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Stifel Financial Corp bought a new stake in shares of TCW Transform 500 ETF during the third quarter valued at approximately $567,000. Diversified Trust Co boosted its stake in TCW Transform 500 ETF by 100.2% during the fourth quarter. Diversified Trust Co now owns 9,578 shares of the company’s stock worth $659,000 after buying an additional 4,794 shares in the last quarter. Breakwater Investment Management increased 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 valued at $780,000 after buying an additional 423 shares during the period. Phoenix Wealth Advisors raised its stake in shares of TCW Transform 500 ETF by 24.2% in the 4th quarter. Phoenix Wealth Advisors now owns 62,959 shares of the company’s stock valued at $4,331,000 after buying an additional 12,275 shares in the last quarter. Finally, Orion Portfolio Solutions LLC raised its stake in shares of TCW Transform 500 ETF by 543.7% in the 3rd quarter. Orion Portfolio Solutions LLC now owns 66,574 shares of the company’s stock valued at $4,463,000 after buying an additional 56,231 shares in the last quarter.

TCW Transform 500 ETF Stock Performance

Shares of TCW Transform 500 ETF stock opened at $68.68 on Friday. The firm has a market cap of $749.99 million, a price-to-earnings ratio of 27.09 and a beta of 1.01. The company’s fifty day simple moving average is $70.32 and its 200-day simple moving average is $68.56.

TCW Transform 500 ETF Company Profile

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.