PWRD

TCW Transform Systems ETF
PWRD

Overview Fund Activity

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
Holders
68
Holders Change
+16
Holders Change %
+30.77%
% of All Funds
0.91%
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
–

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
$56.4M
2
WWA
WCG Wealth Advisors
Nevada
$14.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$221M
4
LPL Financial
LPL Financial
California
$10.8M
5
WWM
WJ Wealth Management
Arizona
$7.55M

Top Sellers

1
DWM
Dynasty Wealth Management
Florida
$163M
2
Jane Street
Jane Street
New York
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.08M
4
TC
TownSquare Capital
Utah
$0
5
PA
Procyon Advisors
Connecticut
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDH
26
Sloy Dahl & Holst
Washington
$1.38M +$183K +2,035 +15%
GS
27
GTS Securities
New York
$1.37M +$770K +8,544 +128%
PWG
28
Portside Wealth Group
Utah
$1.11M +$408K +4,526 +58%
FPW
29
Fairvoy Private Wealth
Alabama
$1.06M -$7.57K -84 -0.7%
BCI
30
Brinker Capital Investments
Pennsylvania
$966K -$104K -1,158 -10%
MEG
31
Millstone Evans Group
Colorado
$954K +$18.1K +201 +2%
Lido Advisors
32
Lido Advisors
California
$939K -$421K -4,667 -31%
CWM
33
Capital Wealth Management
Rhode Island
$932K +$259K +2,876 +39%
TG
34
TCW Group
California
$903K -$6.31K -70 -0.7%
PW
35
PUREfi Wealth
Massachusetts
$847K +$342K +3,788 +68%
SPIA
36
Steward Partners Investment Advisory
New York
$815K -$19.6K -217 -2%
NWM
37
Napa Wealth Management
California
$800K +$226K +2,510 +39%
MOS
38
MGO One Seven
Ohio
$769K +$184K +2,043 +32%
BA
39
Bristlecone Advisors
Washington
$761K -$328K -3,639 -30%
FI
40
Financial Insights
Washington
$728K +$728K +8,079 New
BCM
41
Becker Capital Management
Oregon
$719K -$76.6K -850 -10%
KAS
42
KPP Advisory Services
Kentucky
$693K +$693K +7,689 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$634K +$634K +7,027 New
TFM
44
Trademark Financial Management
Minnesota
$598K +$598K +6,630 New
RF
45
rebel Financial
Ohio
$557K +$557K +6,177 New
RWA
46
Roberts Wealth Advisors
California
$410K – – –
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$395K -$20.7K -230 -5%
PWP
48
Principle Wealth Partners
Connecticut
$379K – – –
RW
49
REDW Wealth
New Mexico
$372K -$42K -466 -10%
ACP
50
Argyle Capital Partners
California
$288K – – –
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