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PWRD

TCW Transform Systems ETF

68 hedge funds and large institutions have $793M invested in TCW Transform Systems ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

31% more capital invested

Capital invested by funds: $605M → $793M (+$188M)

31% more funds holding

Funds holding: 5268 (+16)

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

39.62% less ownership

Funds ownership: 202.44%162.82% (-40%)

Holders
68
Holders Change
+16
Holders Change %
+30.77%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
22
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SDH
26
Sloy Dahl & Holst
Washington
$1.38M +$157K +2,035 +15%
GS
27
GTS Securities
New York
$1.37M +$660K +8,544 +128%
PWG
28
Portside Wealth Group
Utah
$1.11M +$349K +4,526 +58%
FPW
29
Fairvoy Private Wealth
Alabama
$1.06M -$6.48K -84 -0.7%
BCI
30
Brinker Capital Investments
Pennsylvania
$966K -$89.4K -1,158 -10%
MEG
31
Millstone Evans Group
Colorado
$954K +$15.5K +201 +2%
Lido Advisors
32
Lido Advisors
California
$939K -$360K -4,667 -31%
CWM
33
Capital Wealth Management
Rhode Island
$932K +$222K +2,876 +39%
TG
34
TCW Group
California
$903K -$5.4K -70 -0.7%
PW
35
PUREfi Wealth
Massachusetts
$847K +$292K +3,788 +68%
SPIA
36
Steward Partners Investment Advisory
New York
$815K -$16.8K -217 -2%
NWM
37
Napa Wealth Management
California
$800K +$194K +2,510 +39%
MOS
38
MGO One Seven
Ohio
$769K +$158K +2,043 +32%
BA
39
Bristlecone Advisors
Washington
$761K -$281K -3,639 -30%
FI
40
Financial Insights
Washington
$728K +$624K +8,079 New
BCM
41
Becker Capital Management
Oregon
$719K -$65.6K -850 -10%
KAS
42
KPP Advisory Services
Kentucky
$693K +$594K +7,689 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$634K +$542K +7,027 New
TFM
44
Trademark Financial Management
Minnesota
$598K +$512K +6,630 New
RF
45
rebel Financial
Ohio
$557K +$477K +6,177 New
RWA
46
Roberts Wealth Advisors
California
$410K
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$395K -$17.8K -230 -5%
PWP
48
Principle Wealth Partners
Connecticut
$379K
RW
49
REDW Wealth
New Mexico
$372K -$36K -466 -10%
ACP
50
Argyle Capital Partners
California
$288K

PWRD Hedge Fund Activity: Q2 2025 in Review

68 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in TCW Transform Systems ETF (PWRD) for Q2 2025, worth a combined $793M — up 31% from $605M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PWRD positions and 4 closed out — a net gain of 18 holders — while 22 added to existing stakes and 17 trimmed.

The largest buyer was Vestmark Advisory Solutions, opening a new position worth an estimated $48.3M. The largest seller was Dynasty Wealth Management, cutting an estimated $142M.

  • 68 institutional investors held TCW Transform Systems ETF (PWRD) as of Q2 2025, up from 52 in Q1 2025.
  • Funds reported $793M of TCW Transform Systems ETF stock for Q2 2025, up 31% quarter-over-quarter.
  • 22 funds opened new TCW Transform Systems ETF positions in Q2 2025 and 4 closed out, a net change of +18 holders.
  • The largest TCW Transform Systems ETF buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $48.3M added.
  • The largest TCW Transform Systems ETF seller in Q2 2025 was Dynasty Wealth Management, an estimated $142M sold.

Based on aggregated 13F filings for Q2 2025.