TCW Transform Systems ETF
PWRD
29 hedge funds and large institutions have $136M invested in TCW Transform Systems ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
61% more capital invested
Capital invested by funds: $84.8M → $136M (+$51.4M)
39.83% more ownership
Funds ownership: 61.73% → 101.57% (+40%)
21% more funds holding
Funds holding: 24 → 29 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$2.22M |
| 2 |
JP Morgan Chase
New York
|
+$1.43M |
| 3 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
+$969K |
| 4 |
Jane Street
New York
|
+$613K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$550K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JPG
Jordan Park Group
San Francisco,
California
|
-$21.6M |
| 2 |
TFM
TFC Financial Management
Boston,
Massachusetts
|
-$840K |
| 3 |
GS
GTS Securities
New York
|
-$392K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$238K |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$238K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $15K | +$6.08K | +99 | +84% |
|
|
FCG
27
Financial Connections Group
Corte Madera,
California
| $5K | +$61 | +1 | +2% |
|
|
CPA
28
Clear Point Advisors
Melville,
New York
| $137 | +$123 | +2 | New |
|
29
Morgan Stanley
New York
| $93 | +$61 | +1 | New |
|
|
JPG
30
Jordan Park Group
San Francisco,
California
| – | -$21.6M | -379,877 | Closed |
|
31
Fidelity Investments
Boston,
Massachusetts
| – | -$3.46K | -61 | Closed |
|
PWRD Hedge Fund Activity: Q1 2024 in Review
29 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in TCW Transform Systems ETF (PWRD) for Q1 2024, worth a combined $136M — up 61% from $84.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PWRD positions and 2 closed out — a net gain of 5 holders — while 13 added to existing stakes and 6 trimmed.
The largest buyer was 3EDGE Asset Management, adding an estimated $2.22M. The largest seller was Jordan Park Group, exiting entirely with an estimated $21.6M sold.
- 29 institutional investors held TCW Transform Systems ETF (PWRD) as of Q1 2024, up from 24 in Q4 2023.
- Funds reported $136M of TCW Transform Systems ETF stock for Q1 2024, up 61% quarter-over-quarter.
- 7 funds opened new TCW Transform Systems ETF positions in Q1 2024 and 2 closed out, a net change of +5 holders.
- The largest TCW Transform Systems ETF buyer in Q1 2024 was 3EDGE Asset Management, an estimated $2.22M added.
- The largest TCW Transform Systems ETF seller in Q1 2024 was Jordan Park Group, an estimated $21.6M sold.
Based on aggregated 13F filings for Q1 2024.