PWRD

TCW Transform Systems ETF
PWRD

Overview Fund Activity

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.

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
13
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
3AM
1
3EDGE Asset Management
Florida
$3.95M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.91M
3
CWP
3
Cyndeo Wealth Partners
Florida
$2.58M
4
Jane Street
4
Jane Street
New York
$1.04M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$50.2M

Top Sellers

1
JPG
1
Jordan Park Group
California
$0
2
TFM
2
TFC Financial Management
Massachusetts
$1.88M
3
GS
3
GTS Securities
New York
$416K
4
OPS
4
Orion Portfolio Solutions
Nebraska
$1.5M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$15K +$6.84K +99 +84%
FCG
27
Financial Connections Group
California
$5K +$82 +1 +2%
CPA
28
Clear Point Advisors
New York
$137 +$137 +2 New
Morgan Stanley
29
Morgan Stanley
New York
$93 +$93 +1 New
JPG
30
Jordan Park Group
California
– -$21.6M -379,877 Closed
Fidelity Investments
31
Fidelity Investments
Massachusetts
– -$3.46K -61 Closed
1
2