PWRD

TCW Transform Systems ETF

123 hedge funds and large institutions have $1.93B invested in TCW Transform Systems ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.35% less ownership

Funds ownership: 164.07%163.72% (-0.35%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $645K

Holders
123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$645K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
51
TFC Financial Management
Massachusetts
$1.48M
CWM
52
Capital Wealth Management
Rhode Island
$1.48M
PWG
53
Portside Wealth Group
Utah
$1.41M
Lido Advisors
54
Lido Advisors
California
$1.36M
SWM
55
SFG Wealth Management
Maryland
$1.34M
MEG
56
Millstone Evans Group
Colorado
$1.19M
PW
57
PUREfi Wealth
Massachusetts
$1.09M
MOS
58
MGO One Seven
Ohio
$1.05M
MG
59
Mather Group
Illinois
$1.03M
FPW
60
Fairvoy Private Wealth
Alabama
$1.02M
VWA
61
Visionary Wealth Advisors
Illinois
$998K
EH
62
Equitable Holdings
New York
$982K
Corient Private Wealth
63
Corient Private Wealth
Florida
$944K
GSEP
64
Golden State Equity Partners
California
$929K
FHC
65
First Heartland Consultants
Missouri
$895K
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$886K
TFM
67
Trademark Financial Management
Minnesota
$829K
TW
68
Traveka Wealth
California
$770K
BCM
69
Becker Capital Management
Oregon
$723K
P
70
&Partners
Tennessee
$718K
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$715K
GWM
72
Geneos Wealth Management
Colorado
$704K
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$659K
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$653K
QC
75
Quadrature Capital
United Kingdom
$611K