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PWRD

TCW Transform Systems ETF
PWRD

87 hedge funds and large institutions have $1.03B invested in TCW Transform Systems ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

113% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 16

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

30% more capital invested

Capital invested by funds: $793M → $1.03B (+$238M)

28% more funds holding

Funds holding: 68 → 87 (+19)

7.02% less ownership

Funds ownership: 162.82% → 155.8% (-7%)

Holders
87
Holders Change
+19
Holders Change %
+27.94%
% of All Funds
1.14%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
34
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DWM
Dynasty Wealth Management
Florida
+$81.7M
2
SWP
Sagespring Wealth Partners
Tennessee
+$38.6M
3
Raymond James Financial
Raymond James Financial
Florida
+$18.8M
4
LPL Financial
LPL Financial
California
+$10.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$9.23M

Top Sellers

Rank Fund Capital Flow
1
VAS
Vestmark Advisory Solutions
Massachusetts
-$56.4M
2
WWA
WCG Wealth Advisors
Nevada
-$3.33M
3
GS
GTS Securities
New York
-$1.37M
4
WWM
WJ Wealth Management
Arizona
-$1.19M
5
CWA
Centerline Wealth Advisors
Kentucky
-$743K
Name Holding Trade Value Shares
Change 		Change in
Stake
3AM
26
3EDGE Asset Management
Florida
$2.28M -$63K -678 -3%
SWM
27
SFG Wealth Management
Maryland
$2.15M +$2.05M +22,047 New
Jane Street
28
Jane Street
New York
$2.05M +$1.95M +20,997 New
BAM
29
Bellevue Asset Management
Washington
$2.04M -$365K -3,925 -16%
TFM
30
TFC Financial Management
Massachusetts
$1.69M – – –
SDH
31
Sloy Dahl & Holst
Washington
$1.57M +$65.8K +708 +5%
QWP
32
Quotient Wealth Partners
Texas
$1.49M -$36.9K -397 -3%
PWP
33
Principle Wealth Partners
Connecticut
$1.39M +$930K +10,010 +238%
SPIA
34
Steward Partners Investment Advisory
New York
$1.38M +$475K +5,107 +57%
Lido Advisors
35
Lido Advisors
California
$1.23M +$197K +2,124 +20%
PWG
36
Portside Wealth Group
Utah
$1.21M +$10.4K +112 +0.9%
CWM
37
Capital Wealth Management
Rhode Island
$1.13M +$118K +1,268 +12%
FPW
38
Fairvoy Private Wealth
Alabama
$1.13M -$16.6K -179 -2%
MEG
39
Millstone Evans Group
Colorado
$1.08M +$43K +463 +4%
MOS
40
MGO One Seven
Ohio
$1.06M +$212K +2,282 +27%
FI
41
Financial Insights
Washington
$1.01M +$213K +2,293 +28%
NWM
42
Napa Wealth Management
California
$999K +$126K +1,358 +15%
TG
43
TCW Group
California
$998K +$18.7K +201 +2%
PW
44
PUREfi Wealth
Massachusetts
$948K +$28K +301 +3%
BA
45
Bristlecone Advisors
Washington
$938K +$108K +1,165 +14%
KAS
46
KPP Advisory Services
Kentucky
$902K +$143K +1,539 +20%
VWA
47
Visionary Wealth Advisors
Illinois
$827K +$786K +8,461 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$805K +$358K +3,855 +88%
BCM
49
Becker Capital Management
Oregon
$779K – – –
FHC
50
First Heartland Consultants
Missouri
$765K +$728K +7,835 New
1
2
3 4

PWRD Hedge Fund Activity: Q3 2025 in Review

87 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in TCW Transform Systems ETF (PWRD) for Q3 2025, worth a combined $1.03B — up 30% from $793M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PWRD positions and 5 closed out — a net gain of 19 holders — while 34 added to existing stakes and 16 trimmed.

The largest buyer was Dynasty Wealth Management, adding an estimated $81.7M. The largest seller was Vestmark Advisory Solutions, exiting entirely with an estimated $56.4M sold.

  • 87 institutional investors held TCW Transform Systems ETF (PWRD) as of Q3 2025, up from 68 in Q2 2025.
  • Funds reported $1.03B of TCW Transform Systems ETF stock for Q3 2025, up 30% quarter-over-quarter.
  • 24 funds opened new TCW Transform Systems ETF positions in Q3 2025 and 5 closed out, a net change of +19 holders.
  • The largest TCW Transform Systems ETF buyer in Q3 2025 was Dynasty Wealth Management, an estimated $81.7M added.
  • The largest TCW Transform Systems ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $56.4M sold.

Based on aggregated 13F filings for Q3 2025.