TCW Transform Systems ETF
PWRD
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.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
44% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 16
12.53% more ownership
Funds ownership: 189.9% → 202.44% (+13%)
4% more funds holding
Funds holding: 50 → 52 (+2)
0% more capital invested
Capital invested by funds: $604M → $605M (+$963K)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$116M |
| 2 |
JP Morgan Chase
New York
|
+$25.5M |
| 3 |
SWP
Sagespring Wealth Partners
Franklin,
Tennessee
|
+$19.4M |
| 4 |
UW
Unique Wealth
Clearwater,
Florida
|
+$5.12M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$49.4M |
| 2 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$2.51M |
| 3 |
GS
GTS Securities
New York
|
-$863K |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
-$470K |
| 5 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$459K |
PWRD Hedge Fund Activity: Q1 2025 in Review
52 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in TCW Transform Systems ETF (PWRD) for Q1 2025, worth a combined $605M — up 0.16% from $604M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PWRD positions and 3 closed out — a net gain of 4 holders — while 23 added to existing stakes and 16 trimmed.
The largest buyer was Dynasty Wealth Management, adding an estimated $116M. The largest seller was Envestnet Asset Management, cutting an estimated $49.4M.
- 52 institutional investors held TCW Transform Systems ETF (PWRD) as of Q1 2025, up from 50 in Q4 2024.
- Funds reported $605M of TCW Transform Systems ETF stock for Q1 2025, up 0.16% quarter-over-quarter.
- 7 funds opened new TCW Transform Systems ETF positions in Q1 2025 and 3 closed out, a net change of +4 holders.
- The largest TCW Transform Systems ETF buyer in Q1 2025 was Dynasty Wealth Management, an estimated $116M added.
- The largest TCW Transform Systems ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $49.4M sold.
Based on aggregated 13F filings for Q1 2025.