PWRD

TCW Transform Systems ETF
PWRD

Overview Fund Activity

24 hedge funds and large institutions have $84.8M invested in TCW Transform Systems ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
9
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Avalon Capital Management
California
$2.45M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$41.1M
3
SW
3
Signify Wealth
Missouri
$4.1M
4
CWP
4
Cyndeo Wealth Partners
Florida
$1.25M
5
BAM
5
Bellevue Asset Management
Washington
$1.09M

Top Sellers

1
AWA
1
Artemis Wealth Advisors
New York
$0
2
TFM
2
TFC Financial Management
Massachusetts
$2.33M
3
JPG
3
Jordan Park Group
California
$21.6M
4
GS
4
GTS Securities
New York
$707K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
– -$306K -5,985 Closed
RWA
27
Roberts Wealth Advisors
California
– -$236K -4,544 Closed
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
– -$9K -168 Closed
1
2