PWRD

TCW Transform Systems ETF

68 hedge funds and large institutions have $793M invested in TCW Transform Systems ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$56.4M
2 +$14.3M
3 +$9.21M
4
LPL Financial
LPL Financial
California
+$7.83M
5
WWM
WJ Wealth Management
Arizona
+$7.55M

Top Sellers

1 -$127M
2 -$1.21M
3 -$887K
4
TC
TownSquare Capital
Utah
-$553K
5
PA
Procyon Advisors
Connecticut
-$477K
Name Holding Trade Value Shares
Change
Change in
Stake
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$221M
SWP
2
Sagespring Wealth Partners
Tennessee
$202M
DWM
3
Dynasty Wealth Management
Florida
$163M
VAS
4
Vestmark Advisory Solutions
Massachusetts
$56.4M
WWA
5
WCG Wealth Advisors
Nevada
$14.3M
UW
6
Unique Wealth
Florida
$14M
AL
7
Aspiriant LLC
California
$12.8M
LPL Financial
8
LPL Financial
California
$10.8M
PA
9
Procyon Advisors
Connecticut
$10.1M
WWM
10
WJ Wealth Management
Arizona
$7.55M
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.08M
AFG
12
Albion Financial Group
Utah
$6.65M
CWA
13
Centerline Wealth Advisors
Kentucky
$6.26M
PCIG
14
Partners Capital Investment Group
Massachusetts
$6.1M
VVP
15
Venture Visionary Partners
Ohio
$5.43M
ACM
16
Avalon Capital Management
California
$5.23M
CWP
17
Cyndeo Wealth Partners
Florida
$4.8M
TFGT
18
TS Financial Group (TSFG)
Illinois
$4.18M
SPL
19
Smart Portfolios LLC
Washington
$2.29M
BAM
20
Bellevue Asset Management
Washington
$2.23M
Raymond James Financial
21
Raymond James Financial
Florida
$2.23M
3AM
22
3EDGE Asset Management
Florida
$2.16M
TFM
23
TFC Financial Management
Massachusetts
$1.56M
FTUS
24
Flow Traders U.S.
New York
$1.51M
QWP
25
Quotient Wealth Partners
Texas
$1.41M