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PWRD

TCW Transform Systems ETF
PWRD

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.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

9% more funds holding

Funds holding: 22 → 24 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $89.6M → $84.8M (-$4.78M)

6.04% less ownership

Funds ownership: 67.77% → 61.73% (-6%)

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
Avalon Capital Management
California
+$2.29M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.76M
3
SW
Signify Wealth
Missouri
+$1.35M
4
CWP
Cyndeo Wealth Partners
Florida
+$1.16M
5
BAM
Bellevue Asset Management
Washington
+$1.02M

Top Sellers

1
AWA
Artemis Wealth Advisors
New York
-$15.2M
2
TFM
TFC Financial Management
Massachusetts
-$2.62M
3
JPG
Jordan Park Group
California
-$2.53M
4
GS
GTS Securities
New York
-$1.01M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$306K
Name Holding Trade Value Shares
Change 		Change in
Stake
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

PWRD Hedge Fund Activity: Q4 2023 in Review

24 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in TCW Transform Systems ETF (PWRD) for Q4 2023, worth a combined $84.8M — down 5.3% from $89.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PWRD positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Avalon Capital Management, opening a new position worth an estimated $2.29M. The largest seller was Artemis Wealth Advisors, exiting entirely with an estimated $15.2M sold.

  • 24 institutional investors held TCW Transform Systems ETF (PWRD) as of Q4 2023, up from 22 in Q3 2023.
  • Funds reported $84.8M of TCW Transform Systems ETF stock for Q4 2023, down 5.3% quarter-over-quarter.
  • 6 funds opened new TCW Transform Systems ETF positions in Q4 2023 and 4 closed out, a net change of +2 holders.
  • The largest TCW Transform Systems ETF buyer in Q4 2023 was Avalon Capital Management, an estimated $2.29M added.
  • The largest TCW Transform Systems ETF seller in Q4 2023 was Artemis Wealth Advisors, an estimated $15.2M sold.

Based on aggregated 13F filings for Q4 2023.