PWRD

TCW Transform Systems ETF
PWRD

Overview Fund Activity

52 hedge funds and large institutions have $605M invested in TCW Transform Systems ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
23
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
1
Dynasty Wealth Management
Florida
$214M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$164M
3
SWP
3
Sagespring Wealth Partners
Tennessee
$151M
4
UW
4
Unique Wealth
Florida
$8.75M
5
LPL Financial
5
LPL Financial
California
$2.31M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.17M
2
3AM
2
3EDGE Asset Management
Florida
$1.9M
3
GS
3
GTS Securities
New York
$467K
4
TC
4
TownSquare Capital
Utah
$553K
5
MOS
5
MGO One Seven
Ohio
$452K
Name Holding Trade Value Shares
Change 		Shares
Change %
MEG
26
Millstone Evans Group
Colorado
$724K -$24.2K -347 -3%
TG
27
TCW Group
California
$704K – – –
SPIA
28
Steward Partners Investment Advisory
New York
$645K +$107K +1,530 +20%
BCM
29
Becker Capital Management
Oregon
$616K -$89.3K -1,280 -13%
TC
30
TownSquare Capital
Utah
$553K -$433K -6,213 -44%
PWG
31
Portside Wealth Group
Utah
$542K -$411K -5,897 -43%
CWM
32
Capital Wealth Management
Rhode Island
$520K +$109K +1,560 +26%
GS
33
GTS Securities
New York
$467K -$796K -11,414 -63%
MOS
34
MGO One Seven
Ohio
$452K -$423K -6,071 -48%
NWM
35
Napa Wealth Management
California
$444K -$46.7K -670 -10%
PW
36
PUREfi Wealth
Massachusetts
$391K +$38.4K +551 +11%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$322K -$2.16K -31 -0.7%
RW
38
REDW Wealth
New Mexico
$320K +$17.1K +245 +6%
RWA
39
Roberts Wealth Advisors
California
$317K – – –
PWP
40
Principle Wealth Partners
Connecticut
$293K +$293K +4,200 New
ACP
41
Argyle Capital Partners
California
$223K – – –
MCM
42
MAI Capital Management
Ohio
$217K – – –
SCM
43
SCS Capital Management
Massachusetts
$214K +$214K +3,073 New
SSB
44
Sandy Spring Bank
Maryland
$209K – – –
GWM
45
Geneos Wealth Management
Colorado
$76.6K +$76.6K +1,098 New
UBS Group
46
UBS Group
Switzerland
$73.1K +$73.1K +1,048 New
Morgan Stanley
47
Morgan Stanley
New York
$71.2K +$41.9K +601 +143%
Wells Fargo
48
Wells Fargo
California
$69.7K +$69.7K +999 New
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$53.3K +$26.4K +379 +98%
Osaic Holdings
50
Osaic Holdings
Arizona
$4.95K -$83.2K -1,193 -94%
1
2
3