PWRD

TCW Transform Systems ETF
PWRD

Overview Fund Activity

50 hedge funds and large institutions have $604M invested in TCW Transform Systems ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
50
Holders Change
+11
Holders Change %
+28.21%
% of All Funds
0.67%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
14
Increased
21
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
1
Dynasty Wealth Management
Florida
$193M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$146M
3
SWP
3
Sagespring Wealth Partners
Tennessee
$138M
4
AL
4
Aspiriant LLC
California
$9.54M
5
CWA
5
Centerline Wealth Advisors
Kentucky
$5M

Top Sellers

1
GS
1
GTS Securities
New York
$1.31M
2
3AM
2
3EDGE Asset Management
Florida
$4.39M
3
Jane Street
3
Jane Street
New York
$0
4
RW
4
REDW Wealth
New Mexico
$315K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$337K
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
26
Raymond James Financial
Florida
$929K 12,799 +12,799 New
MOS
27
MGO One Seven
Ohio
$911K 12,552 -450 -3%
MEG
28
Millstone Evans Group
Colorado
$778K 10,727 +10,727 New
BCM
29
Becker Capital Management
Oregon
$733K 10,106 +360 +4%
TG
30
TCW Group
California
$732K 10,087 +10,087 New
FPW
31
Fairvoy Private Wealth
Alabama
$726K 10,002 +10,002 New
SPIA
32
Steward Partners Investment Advisory
New York
$561K 7,724 +6,469 +515%
NWM
33
Napa Wealth Management
California
$510K 7,032 +275 +4%
CWM
34
Capital Wealth Management
Rhode Island
$428K 5,895 +5,895 New
PW
35
PUREfi Wealth
Massachusetts
$367K 5,059 +5,059 New
RWA
36
Roberts Wealth Advisors
California
$354K 4,544 – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$337K 4,645 -1,462 -24%
RW
38
REDW Wealth
New Mexico
$315K 4,345 -2,803 -39%
TFM
39
Trademark Financial Management
Minnesota
$302K 4,155 +149 +4%
ACP
40
Argyle Capital Partners
California
$232K 3,196 +3,196 New
MCM
41
MAI Capital Management
Ohio
$226K 3,111 +3,111 New
SSB
42
Sandy Spring Bank
Maryland
$218K 3,000 +3,000 New
ECG
43
Edge Capital Group
Georgia
$216K 2,974 -649 -18%
SDH
44
Sloy Dahl & Holst
Washington
$211K 2,910 +2,910 New
Osaic Holdings
45
Osaic Holdings
Arizona
$91.7K 1,264 -5 -0.4%
FS
46
Financially Speaking
Colorado
$44K 606 +606 New
Morgan Stanley
47
Morgan Stanley
New York
$30.5K 420 -1 -0.2%
Mirae Asset Global Investments
48
Mirae Asset Global Investments
South Korea
$28K 385 +163 +73%
FCG
49
Financial Connections Group
California
$4K 60 – –
TH
50
TCTC Holdings
Texas
$71 1 – –
1
2
3