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 %
SDH
26
Sloy Dahl & Holst
Washington
$1.38M 15,317 +2,035 +15%
GS
27
GTS Securities
New York
$1.37M 15,242 +8,544 +128%
PWG
28
Portside Wealth Group
Utah
$1.11M 12,290 +4,526 +58%
FPW
29
Fairvoy Private Wealth
Alabama
$1.06M 11,769 -84 -0.7%
BCI
30
Brinker Capital Investments
Pennsylvania
$966K 10,710 -1,158 -10%
MEG
31
Millstone Evans Group
Colorado
$954K 10,581 +201 +2%
Lido Advisors
32
Lido Advisors
California
$939K 10,417 -4,667 -31%
CWM
33
Capital Wealth Management
Rhode Island
$932K 10,331 +2,876 +39%
TG
34
TCW Group
California
$903K 10,017 -70 -0.7%
PW
35
PUREfi Wealth
Massachusetts
$847K 9,398 +3,788 +68%
SPIA
36
Steward Partners Investment Advisory
New York
$815K 9,037 -217 -2%
NWM
37
Napa Wealth Management
California
$800K 8,872 +2,510 +39%
MOS
38
MGO One Seven
Ohio
$769K 8,524 +2,043 +32%
BA
39
Bristlecone Advisors
Washington
$761K 8,437 -3,639 -30%
FI
40
Financial Insights
Washington
$728K 8,079 +8,079 New
BCM
41
Becker Capital Management
Oregon
$719K 7,976 -850 -10%
KAS
42
KPP Advisory Services
Kentucky
$693K 7,689 +7,689 New
TFM
43
Trademark Financial Management
Minnesota
$598K 6,630 +6,630 New
RF
44
rebel Financial
Ohio
$557K 6,177 +6,177 New
RWA
45
Roberts Wealth Advisors
California
$410K 4,544 – –
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$395K 4,384 -230 -5%
PWP
47
Principle Wealth Partners
Connecticut
$379K 4,200 – –
RW
48
REDW Wealth
New Mexico
$372K 4,124 -466 -10%
ACP
49
Argyle Capital Partners
California
$288K 3,196 – –
MCM
50
MAI Capital Management
Ohio
$281K 3,111 – –
1
2
3