PWRD

TCW Transform Systems ETF
PWRD

Overview Fund Activity

39 hedge funds and large institutions have $165M invested in TCW Transform Systems ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
16
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$6.97M
2
UW
2
Unique Wealth
Florida
$2.41M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$54.1M
4
AL
4
Aspiriant LLC
California
$2.02M
5
3AM
5
3EDGE Asset Management
Florida
$5.09M

Top Sellers

1
GS
1
GTS Securities
New York
$5.48M
2
DWM
2
Dynasty Wealth Management
Florida
$54M
3
TFM
3
TFC Financial Management
Massachusetts
$1.42M
4
MOS
4
MGO One Seven
Ohio
$961K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NWM
26
Napa Wealth Management
California
$500K 6,757 +200 +3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$451K 6,107 +6,107 New
RWA
28
Roberts Wealth Advisors
California
$339K 4,544 – –
TFM
29
Trademark Financial Management
Minnesota
$296K 4,006 -1,124 -22%
Jane Street
30
Jane Street
New York
$279K 3,773 -1,360 -26%
ECG
31
Edge Capital Group
Georgia
$268K 3,623 – –
ASFA
32
All Season Financial Advisors
Colorado
$255K 3,448 -476 -12%
Osaic Holdings
33
Osaic Holdings
Arizona
$93.8K 1,269 +192 +18%
SPIA
34
Steward Partners Investment Advisory
New York
$92.8K 1,255 +1,255 New
Morgan Stanley
35
Morgan Stanley
New York
$31.2K 421 +420 +42,000%
Mirae Asset Global Investments
36
Mirae Asset Global Investments
South Korea
$16.3K 222 +222 New
CPA
37
Clear Point Advisors
New York
$5.69K 77 – –
FCG
38
Financial Connections Group
California
$4K 60 – –
TH
39
TCTC Holdings
Texas
$73 1 -298 -100%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
– – -4,685 Closed
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
– – -409 Closed
Bank of America
42
Bank of America
North Carolina
– – -196 Closed
FNWA
43
Financial Network Wealth Advisors
Utah
– – -50 Closed
CFGS
44
Concourse Financial Group Securities
Alabama
– – – –
1
2