Financial Insights Inc. Has $7.19 Million Holdings in TCW Transform 500 ETF (BATS:VOTE)

Financial Insights Inc. raised its holdings in TCW Transform 500 ETF (BATS:VOTE) by 7.0% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 107,173 shares of the company’s stock after buying an additional 6,993 shares during the quarter. TCW Transform 500 ETF accounts for 2.3% of Financial Insights Inc.’s investment portfolio, making the stock its 13th largest holding. Financial Insights Inc. owned about 1.09% of TCW Transform 500 ETF worth $7,185,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Etesian Wealth Advisors Inc. bought a new stake in shares of TCW Transform 500 ETF during the third quarter valued at approximately $410,000. Aspiriant LLC increased its holdings in shares of TCW Transform 500 ETF by 213.2% during the third quarter. Aspiriant LLC now owns 60,493 shares of the company’s stock valued at $4,055,000 after acquiring an additional 41,177 shares in the last quarter. Diversified Trust Co bought a new stake in shares of TCW Transform 500 ETF during the third quarter valued at approximately $321,000. Thrivent Financial for Lutherans increased its holdings in shares of TCW Transform 500 ETF by 6.6% during the second quarter. Thrivent Financial for Lutherans now owns 727,023 shares of the company’s stock valued at $46,224,000 after acquiring an additional 45,128 shares in the last quarter. Finally, Angeles Investment Advisors LLC increased its holdings in shares of TCW Transform 500 ETF by 2.9% during the second quarter. Angeles Investment Advisors LLC now owns 1,080,609 shares of the company’s stock valued at $68,705,000 after acquiring an additional 30,222 shares in the last quarter.

TCW Transform 500 ETF Stock Performance

BATS VOTE opened at $68.27 on Wednesday. The firm’s 50 day moving average price is $65.99 and its 200 day moving average price is $63.51. The company has a market capitalization of $671.78 million, a P/E ratio of 26.21 and a beta of 1.01.

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.