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PWRD

TCW Transform Systems ETF
PWRD

124 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, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

154% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 24

26% more capital invested

Capital invested by funds: $1.53B → $1.93B (+$395M)

13% more funds holding

Funds holding: 110 → 124 (+14)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0.35% less ownership

Funds ownership: 164.1% → 163.74% (-0.35%)

100% less call options, than puts

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

Holders
124
Holders Change
+14
Holders Change %
+12.73%
% of All Funds
1.53%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
22
Increased
61
Reduced
24
Closed
6
Calls
–
Puts
$645K
Net Calls
-$645K
Net Calls Change
-$645K

Top Buyers

1
DWM
Dynasty Wealth Management
Florida
+$129M
2
OCA
OpenArc Corporate Advisory
Georgia
+$67.5M
3
JP Morgan Chase
JP Morgan Chase
New York
+$39.7M
4
QWP
Quotient Wealth Partners
Texas
+$27.6M
5
Wells Fargo
Wells Fargo
California
+$22.8M

Top Sellers

1
SWP
Sagespring Wealth Partners
Tennessee
-$25M
2
VU
Valence8 US
Massachusetts
-$8.11M
3
ACM
Avalon Capital Management
California
-$1.69M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$1.43M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
51
TFC Financial Management
Massachusetts
$1.48M -$219K -2,146 -12%
CWM
52
Capital Wealth Management
Rhode Island
$1.48M +$148K +1,456 +11%
PWG
53
Portside Wealth Group
Utah
$1.41M +$138K +1,355 +10%
Lido Advisors
54
Lido Advisors
California
$1.36M +$140K +1,373 +11%
SWM
55
SFG Wealth Management
Maryland
$1.34M -$736K -7,226 -35%
MEG
56
Millstone Evans Group
Colorado
$1.19M +$130K +1,273 +12%
PW
57
PUREfi Wealth
Massachusetts
$1.09M +$267K +2,621 +31%
MOS
58
MGO One Seven
Ohio
$1.05M -$14.8K -145 -1%
MG
59
Mather Group
Illinois
$1.03M +$1.08M +10,557 New
FPW
60
Fairvoy Private Wealth
Alabama
$1.02M +$48.6K +477 +5%
VWA
61
Visionary Wealth Advisors
Illinois
$998K +$81.8K +803 +9%
EH
62
Equitable Holdings
New York
$982K +$1.02M +10,043 New
Corient Private Wealth
63
Corient Private Wealth
Florida
$944K -$1.43M -14,036 -51%
GSEP
64
Golden State Equity Partners
California
$929K +$107K +1,050 +12%
FHC
65
First Heartland Consultants
Missouri
$895K -$135K -1,327 -13%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$886K +$296K +2,910 +47%
TFM
67
Trademark Financial Management
Minnesota
$829K +$17.5K +172 +2%
TW
68
Traveka Wealth
California
$770K +$102K +1,002 +15%
BCM
69
Becker Capital Management
Oregon
$723K -$58.7K -576 -7%
P
70
&Partners
Tennessee
$718K +$201K +1,975 +40%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$715K +$85.1K +836 +13%
GWM
72
Geneos Wealth Management
Colorado
$704K -$10.2K -100 -1%
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$659K +$686K +6,737 New
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$653K -$76.2K -748 -10%
QC
75
Quadrature Capital
United Kingdom
$611K +$636K +6,247 New
1 2
3
4 5

PWRD Hedge Fund Activity: Q1 2026 in Review

124 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in TCW Transform Systems ETF (PWRD) for Q1 2026, worth a combined $1.93B — up 26% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PWRD positions and 6 closed out — a net gain of 16 holders — while 61 added to existing stakes and 24 trimmed.

The largest buyer was Dynasty Wealth Management, adding an estimated $129M. The largest seller was Sagespring Wealth Partners, cutting an estimated $25M.

  • 124 institutional investors held TCW Transform Systems ETF (PWRD) as of Q1 2026, up from 110 in Q4 2025.
  • Funds reported $1.93B of TCW Transform Systems ETF stock for Q1 2026, up 26% quarter-over-quarter.
  • 22 funds opened new TCW Transform Systems ETF positions in Q1 2026 and 6 closed out, a net change of +16 holders.
  • The largest TCW Transform Systems ETF buyer in Q1 2026 was Dynasty Wealth Management, an estimated $129M added.
  • The largest TCW Transform Systems ETF seller in Q1 2026 was Sagespring Wealth Partners, an estimated $25M sold.

Based on aggregated 13F filings for Q1 2026.