PWRD

TCW Transform Systems ETF
PWRD

Overview Fund Activity

67 hedge funds and large institutions have $792M invested in TCW Transform Systems ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
67
Holders Change
+15
Holders Change %
+28.85%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
22
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$56.4M
2
WWA
2
WCG Wealth Advisors
Nevada
$14.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$221M
4
LPL Financial
4
LPL Financial
California
$10.8M
5
WWM
5
WJ Wealth Management
Arizona
$7.55M

Top Sellers

1
DWM
1
Dynasty Wealth Management
Florida
$163M
2
Jane Street
2
Jane Street
New York
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.08M
4
TC
4
TownSquare Capital
Utah
$0
5
PA
5
Procyon Advisors
Connecticut
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$221M 2,449,738 +102,086 +4%
SWP
2
Sagespring Wealth Partners
Tennessee
$202M 2,244,387 +82,494 +4%
DWM
3
Dynasty Wealth Management
Florida
$163M 2,362,961 -1,838,084 -44%
VAS
4
Vestmark Advisory Solutions
Massachusetts
$56.4M 625,613 +625,613 New
WWA
5
WCG Wealth Advisors
Nevada
$14.3M 158,689 +158,689 New
UW
6
Unique Wealth
Florida
$14M 155,755 +30,278 +24%
AL
7
Aspiriant LLC
California
$12.8M 141,515 +2,920 +2%
LPL Financial
8
LPL Financial
California
$10.8M 119,948 +86,870 +263%
PA
9
Procyon Advisors
Connecticut
$10.1M 112,250 -5,285 -4%
WWM
10
WJ Wealth Management
Arizona
$7.55M 83,700 +83,700 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.08M 78,562 -9,832 -11%
AFG
12
Albion Financial Group
Utah
$6.65M 73,791 +8,428 +13%
CWA
13
Centerline Wealth Advisors
Kentucky
$6.26M 69,459 +492 +0.7%
PCIG
14
Partners Capital Investment Group
Massachusetts
$6.1M 67,705 +67,705 New
VVP
15
Venture Visionary Partners
Ohio
$5.43M 60,235 +60,235 New
ACM
16
Avalon Capital Management
California
$5.23M 58,034 -377 -0.6%
CWP
17
Cyndeo Wealth Partners
Florida
$4.8M 53,193 +1,425 +3%
TFGT
18
TS Financial Group (TSFG)
Illinois
$4.18M 46,331 +46,331 New
SPL
19
Smart Portfolios LLC
Washington
$2.29M 25,368 -723 -3%
BAM
20
Bellevue Asset Management
Washington
$2.23M 24,768 -43 -0.2%
Raymond James Financial
21
Raymond James Financial
Florida
$2.23M 24,715 +10,070 +69%
3AM
22
3EDGE Asset Management
Florida
$2.16M 23,970 -3,324 -12%
TFM
23
TFC Financial Management
Massachusetts
$1.56M 17,291 -305 -2%
FTUS
24
Flow Traders U.S.
New York
$1.51M 16,772 +16,772 New
QWP
25
Quotient Wealth Partners
Texas
$1.41M 15,601 +1,709 +12%
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