Breakwater Investment Management Boosts Position in TCW Transform 500 ETF (BATS:VOTE)

Breakwater Investment Management raised its position in TCW Transform 500 ETF (BATS:VOTE) by 3.9% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 11,344 shares of the company’s stock after purchasing an additional 423 shares during the period. Breakwater Investment Management’s holdings in TCW Transform 500 ETF were worth $780,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in the company. Fairman Group LLC increased its position in TCW Transform 500 ETF by 43.4% during the 3rd quarter. Fairman Group LLC now owns 1,035 shares of the company’s stock worth $69,000 after purchasing an additional 313 shares in the last quarter. Diversified Trust Co acquired a new stake in shares of TCW Transform 500 ETF during the 3rd quarter worth about $321,000. Etesian Wealth Advisors Inc. purchased a new stake in shares of TCW Transform 500 ETF during the third quarter worth about $410,000. Stifel Financial Corp acquired a new position in shares of TCW Transform 500 ETF in the third quarter valued at approximately $567,000. Finally, Ballentine Partners LLC lifted its stake 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 buying an additional 2,315 shares during the period.

TCW Transform 500 ETF Stock Performance

Shares of BATS VOTE opened at $70.23 on Tuesday. The firm has a market capitalization of $691.10 million, a price-to-earnings ratio of 26.21 and a beta of 1.01. The stock’s 50-day moving average price is $69.98 and its 200 day moving average price is $67.20.

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.