Orion Porfolio Solutions LLC Has $9.96 Million Holdings in TCW Transform 500 ETF $VOTE

Orion Porfolio Solutions LLC increased its stake in shares of TCW Transform 500 ETF (BATS:VOTE) by 81.5% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 136,885 shares of the company’s stock after acquiring an additional 61,480 shares during the period. Orion Porfolio Solutions LLC owned 1.22% of TCW Transform 500 ETF worth $9,957,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in VOTE. Centric Wealth Management acquired a new position in TCW Transform 500 ETF during the first quarter valued at approximately $317,000. Focus Partners Advisor Solutions LLC grew its stake in TCW Transform 500 ETF by 16.9% in the 1st quarter. Focus Partners Advisor Solutions LLC now owns 4,896 shares of the company’s stock valued at $320,000 after buying an additional 707 shares during the last quarter. Angeles Investment Advisors LLC raised its holdings in TCW Transform 500 ETF by 12.6% in the 1st quarter. Angeles Investment Advisors LLC now owns 861,919 shares of the company’s stock worth $56,361,000 after acquiring an additional 96,480 shares during the period. Tolleson Wealth Management Inc. lifted its position in TCW Transform 500 ETF by 0.5% during the 1st quarter. Tolleson Wealth Management Inc. now owns 66,650 shares of the company’s stock worth $4,358,000 after acquiring an additional 300 shares during the last quarter. Finally, Goldman Sachs Group Inc. boosted its holdings in TCW Transform 500 ETF by 1.0% during the first quarter. Goldman Sachs Group Inc. now owns 376,316 shares of the company’s stock valued at $24,607,000 after acquiring an additional 3,836 shares during the period.

TCW Transform 500 ETF Trading Down 1.1%

Shares of BATS:VOTE opened at $80.14 on Monday. The company has a 50-day simple moving average of $79.35 and a 200-day simple moving average of $76.06. The firm has a market capitalization of $899.19 million, a P/E ratio of 25.32 and a beta of 1.02.

TCW Transform 500 ETF Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, September 24th. Shareholders of record on Monday, September 22nd were issued a $0.2228 dividend. The ex-dividend date of this dividend was Monday, September 22nd. This represents a $0.89 dividend on an annualized basis and a yield of 1.1%.

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.