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PWRD

TCW Transform Systems ETF
PWRD

110 hedge funds and large institutions have $1.53B invested in TCW Transform Systems ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 42 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

867% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 3

147% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 17

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

49% more capital invested

Capital invested by funds: $1.03B → $1.53B (+$503M)

26% more funds holding

Funds holding: 87 → 110 (+23)

8.3% more ownership

Funds ownership: 155.8% → 164.1% (+8.3%)

Holders
110
Holders Change
+23
Holders Change %
+26.44%
% of All Funds
1.34%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
29
Increased
42
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
Dynasty Wealth Management
Florida
+$202M
2
QWP
Quotient Wealth Partners
Texas
+$63.5M
3
JP Morgan Chase
JP Morgan Chase
New York
+$47.2M
4
WWA
WCG Wealth Advisors
Nevada
+$23.3M
5
VU
Valence8 US
Massachusetts
+$16.2M

Top Sellers

1
SWP
Sagespring Wealth Partners
Tennessee
-$30.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.13M
4
FTUS
Flow Traders U.S.
New York
-$3.01M
5
TFGT
TS Financial Group (TSFG)
Illinois
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$2.85M -$230K -2,346 -7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$2.82M +$2.17M +22,079 +306%
TG
28
TCW Group
California
$2.77M +$1.83M +18,604 +182%
Corient Private Wealth
29
Corient Private Wealth
Florida
$2.63M +$2.33M +23,692 +641%
SPL
30
Smart Portfolios LLC
Washington
$2.63M +$272K +2,765 +11%
CWRP
31
Cassady Wealth & Retirement Planning
Nevada
$2.31M +$2.36M +24,065 New
3AM
32
3EDGE Asset Management
Florida
$2.22M -$18.8K -191 -0.8%
FI
33
Financial Insights
Washington
$2.11M +$1.14M +11,591 +112%
BAM
34
Bellevue Asset Management
Washington
$2.05M +$48K +489 +2%
SWM
35
SFG Wealth Management
Maryland
$2.01M -$114K -1,156 -5%
TFGT
36
TS Financial Group (TSFG)
Illinois
$1.98M -$2.06M -20,995 -51%
SPIA
37
Steward Partners Investment Advisory
New York
$1.91M +$567K +5,768 +41%
BAG
38
Bridgewealth Advisory Group
California
$1.88M +$1.92M +19,598 New
Stifel Financial
39
Stifel Financial
Missouri
$1.79M +$1.44M +14,635 +366%
SDH
40
Sloy Dahl & Holst
Washington
$1.67M +$135K +1,370 +9%
TFM
41
TFC Financial Management
Massachusetts
$1.66M – – –
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.45M -$4.13M -42,067 -74%
Jane Street
43
Jane Street
New York
$1.38M -$649K -6,610 -31%
DWM
44
DecisionMap Wealth Management
Virginia
$1.36M +$1.39M +14,134 New
CWM
45
Capital Wealth Management
Rhode Island
$1.32M +$205K +2,088 +18%
TP
46
TritonPoint Partners
Maryland
$1.29M +$1.32M +13,445 New
PWG
47
Portside Wealth Group
Utah
$1.26M +$64.2K +654 +5%
DWM
48
Dakota Wealth Management
Florida
$1.24M +$1.27M +12,903 New
Lido Advisors
49
Lido Advisors
California
$1.23M – – –
MOS
50
MGO One Seven
Ohio
$1.05M +$9.04K +92 +0.9%
1
2
3 4 5

PWRD Hedge Fund Activity: Q4 2025 in Review

110 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in TCW Transform Systems ETF (PWRD) for Q4 2025, worth a combined $1.53B — up 49% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PWRD positions and 3 closed out — a net gain of 26 holders — while 42 added to existing stakes and 17 trimmed.

The largest buyer was Dynasty Wealth Management, adding an estimated $202M. The largest seller was Sagespring Wealth Partners, cutting an estimated $30.2M.

  • 110 institutional investors held TCW Transform Systems ETF (PWRD) as of Q4 2025, up from 87 in Q3 2025.
  • Funds reported $1.53B of TCW Transform Systems ETF stock for Q4 2025, up 49% quarter-over-quarter.
  • 29 funds opened new TCW Transform Systems ETF positions in Q4 2025 and 3 closed out, a net change of +26 holders.
  • The largest TCW Transform Systems ETF buyer in Q4 2025 was Dynasty Wealth Management, an estimated $202M added.
  • The largest TCW Transform Systems ETF seller in Q4 2025 was Sagespring Wealth Partners, an estimated $30.2M sold.

Based on aggregated 13F filings for Q4 2025.