PWRD

TCW Transform Systems ETF

86 hedge funds and large institutions have $1.03B invested in TCW Transform Systems ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1
Dynasty Wealth Management
Florida
$317M
JP Morgan Chase
2
JP Morgan Chase
New York
$249M
SWP
3
Sagespring Wealth Partners
Tennessee
$226M
LPL Financial
4
LPL Financial
California
$22.7M
Raymond James Financial
5
Raymond James Financial
Florida
$22.2M
UW
6
Unique Wealth
Florida
$17.9M
AL
7
Aspiriant LLC
California
$13.9M
WWA
8
WCG Wealth Advisors
Nevada
$12M
PA
9
Procyon Advisors
Connecticut
$11.4M
PCIG
10
Partners Capital Investment Group
Massachusetts
$10.3M
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$8.49M
VVP
12
Venture Visionary Partners
Ohio
$7.85M
QWM
13
Quadcap Wealth Management
Texas
$7.47M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$7.36M
WWM
15
WJ Wealth Management
Arizona
$7.26M
AFG
16
Albion Financial Group
Utah
$7.19M
ACM
17
Avalon Capital Management
California
$6.85M
CWA
18
Centerline Wealth Advisors
Kentucky
$6M
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$5.58M
CWP
20
Cyndeo Wealth Partners
Florida
$5.23M
AWA
21
Adapt Wealth Advisors
Georgia
$5.02M
TFGT
22
TS Financial Group (TSFG)
Illinois
$4.06M
BCI
23
Brinker Capital Investments
Pennsylvania
$3.12M
FTUS
24
Flow Traders U.S.
New York
$3.01M
SPL
25
Smart Portfolios LLC
Washington
$2.4M