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PWRD

TCW Transform Systems ETF

124 hedge funds and large institutions have $1.93B invested in TCW Transform Systems ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

154% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 24

26% more capital invested

Capital invested by funds: $1.53B → $1.93B (+$395M)

13% more funds holding

Funds holding: 110124 (+14)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.35% less ownership

Funds ownership: 164.1%163.74% (-0.35%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $645K

Holders
124
Holders Change
+14
Holders Change %
+12.73%
% of All Funds
1.53%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
61
Reduced
24
Closed
6
Calls
Puts
$645K
Net Calls
-$645K
Net Calls Change
-$645K
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Dynasty Wealth Management
Florida
$642M +$129M +1,267,197 +24%
JP Morgan Chase
2
JP Morgan Chase
New York
$321M +$39.7M +390,116 +13%
OCA
3
OpenArc Corporate Advisory
Georgia
$228M +$67.5M +662,733 +40%
SWP
4
Sagespring Wealth Partners
Tennessee
$206M -$25M -245,147 -10%
QWP
5
Quotient Wealth Partners
Texas
$91.2M +$27.6M +271,444 +41%
LPL Financial
6
LPL Financial
California
$45.3M +$13M +127,761 +38%
Raymond James Financial
7
Raymond James Financial
Florida
$40.6M +$16.4M +160,674 +63%
WWA
8
WCG Wealth Advisors
Nevada
$35.6M +$413K +4,059 +1%
Wells Fargo
9
Wells Fargo
California
$21.9M +$22.8M +223,638 +447,276%
UW
10
Unique Wealth
Florida
$16.9M +$538K +5,282 +3%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$15.9M +$16.1M +158,077 +3,190%
AL
12
Aspiriant LLC
California
$15.6M +$1.32M +12,927 +9%
Jane Street
13
Jane Street
New York
$15.3M +$14.4M +141,624 +984%
CWA
14
Centerline Wealth Advisors
Kentucky
$14.7M -$34.2K -336 -0.2%
Mariner
15
Mariner
Kansas
$13.5M +$1.45M +14,197 +11%
PA
16
Procyon Advisors
Connecticut
$13.2M +$1.68M +16,486 +14%
PCIG
17
Partners Capital Investment Group
Massachusetts
$10.3M
QWM
18
Quadcap Wealth Management
Texas
$9.32M +$930K +9,127 +11%
Bank of America
19
Bank of America
North Carolina
$8.85M +$5.59M +54,876 +154%
SLP
20
Storen Legacy Partners
Indiana
$8.68M +$9.05M +88,819 New
VU
21
Valence8 US
Massachusetts
$8.33M -$8.11M -79,651 -48%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$8.16M +$265K +2,603 +3%
PWP
23
Principle Wealth Partners
Connecticut
$8.1M +$3.55M +34,852 +73%
VVP
24
Venture Visionary Partners
Ohio
$8.03M +$49.8K +489 +0.6%
WWM
25
WJ Wealth Management
Arizona
$7.08M +$139K +1,362 +2%

PWRD Hedge Fund Activity: Q1 2026 in Review

124 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in TCW Transform Systems ETF (PWRD) for Q1 2026, worth a combined $1.93B — up 26% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PWRD positions and 6 closed out — a net gain of 16 holders — while 61 added to existing stakes and 24 trimmed.

The largest buyer was Dynasty Wealth Management, adding an estimated $129M. The largest seller was Sagespring Wealth Partners, cutting an estimated $25M.

  • 124 institutional investors held TCW Transform Systems ETF (PWRD) as of Q1 2026, up from 110 in Q4 2025.
  • Funds reported $1.93B of TCW Transform Systems ETF stock for Q1 2026, up 26% quarter-over-quarter.
  • 22 funds opened new TCW Transform Systems ETF positions in Q1 2026 and 6 closed out, a net change of +16 holders.
  • The largest TCW Transform Systems ETF buyer in Q1 2026 was Dynasty Wealth Management, an estimated $129M added.
  • The largest TCW Transform Systems ETF seller in Q1 2026 was Sagespring Wealth Partners, an estimated $25M sold.

Based on aggregated 13F filings for Q1 2026.