TCW Transform Systems ETF
PWRD
37 hedge funds and large institutions have $152M invested in TCW Transform Systems ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 0 closing their positions.
28% more funds holding
Funds holding: 29 → 37 (+8)
12% more capital invested
Capital invested by funds: $136M → $152M (+$16.3M)
9.65% more ownership
Funds ownership: 101.57% → 111.22% (+9.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
Top Buyers
| 1 |
GS
GTS Securities
New York
|
+$14.8M |
| 2 |
PA
Procyon Advisors
Shelton,
Connecticut
|
+$3.39M |
| 3 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$1.23M |
| 4 |
JP Morgan Chase
New York
|
+$1.09M |
| 5 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
+$753K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $320K | -$80.3K | -1,163 | -20% |
|
|
RWA
27
Roberts Wealth Advisors
Palo Alto,
California
| $315K | – | – | – |
|
|
ASFA
28
All Season Financial Advisors
Denver,
Colorado
| $268K | -$100K | -1,447 | -27% |
|
|
ECG
29
Edge Capital Group
Atlanta,
Georgia
| $247K | – | – | – |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $73.5K | +$74.4K | +1,077 | New |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| $28K | +$13.3K | +192 | +88% |
|
|
TH
32
TCTC Holdings
Dallas,
Texas
| $20.4K | – | – | – |
|
33
Bank of America
Charlotte,
North Carolina
| $13.4K | +$13.5K | +196 | New |
|
|
CPA
34
Clear Point Advisors
Melville,
New York
| $5.25K | +$5.18K | +75 | +3,750% |
|
|
FCG
35
Financial Connections Group
Corte Madera,
California
| $4K | -$69 | -1 | -2% |
|
|
FNWA
36
Financial Network Wealth Advisors
Murray,
Utah
| $3.41K | +$3.45K | +50 | New |
|
37
Morgan Stanley
New York
| $96 | – | – | – |
|
PWRD Hedge Fund Activity: Q2 2024 in Review
37 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in TCW Transform Systems ETF (PWRD) for Q2 2024, worth a combined $152M — up 12% from $136M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PWRD positions and 0 closed out — a net gain of 8 holders — while 11 added to existing stakes and 13 trimmed.
The largest buyer was GTS Securities, adding an estimated $14.8M. The largest seller was Envestnet Asset Management, cutting an estimated $2.28M.
- 37 institutional investors held TCW Transform Systems ETF (PWRD) as of Q2 2024, up from 29 in Q1 2024.
- Funds reported $152M of TCW Transform Systems ETF stock for Q2 2024, up 12% quarter-over-quarter.
- 8 funds opened new TCW Transform Systems ETF positions in Q2 2024 and 0 closed out, a net change of +8 holders.
- The largest TCW Transform Systems ETF buyer in Q2 2024 was GTS Securities, an estimated $14.8M added.
- The largest TCW Transform Systems ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $2.28M sold.
Based on aggregated 13F filings for Q2 2024.