Sage Advisory Services Ltd.Co. Grows Holdings in TCW Transform 500 ETF (BATS:VOTE)

Sage Advisory Services Ltd.Co. raised its position in TCW Transform 500 ETF (BATS:VOTE) by 12.7% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 10,746 shares of the company’s stock after buying an additional 1,211 shares during the period. Sage Advisory Services Ltd.Co.’s holdings in TCW Transform 500 ETF were worth $739,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Stifel Financial Corp purchased a new position in TCW Transform 500 ETF in the third quarter valued at $567,000. Diversified Trust Co increased its holdings in TCW Transform 500 ETF by 100.2% in the fourth quarter. Diversified Trust Co now owns 9,578 shares of the company’s stock valued at $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 fourth quarter. Breakwater Investment Management now owns 11,344 shares of the company’s stock valued at $780,000 after buying an additional 423 shares in the last quarter. A&I Financial Services LLC purchased a new position in TCW Transform 500 ETF in the fourth quarter valued at $2,670,000. Finally, Phoenix Wealth Advisors increased its holdings in TCW Transform 500 ETF by 24.2% in the fourth 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.

TCW Transform 500 ETF Stock Down 1.6 %

VOTE stock opened at $68.68 on Friday. The stock has a market capitalization of $749.99 million, a PE ratio of 27.09 and a beta of 1.01. The stock’s 50 day moving average is $70.32 and its 200-day moving average is $68.56.

TCW Transform 500 ETF 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.