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 %
MCM
51
MAI Capital Management
Ohio
$281K – – –
SCM
52
SCS Capital Management
Massachusetts
$277K – – –
GWM
53
Geneos Wealth Management
Colorado
$276K +$177K +1,961 +179%
AUB
54
Atlantic Union Bankshares
Virginia
$271K +$271K +3,000 New
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$216K +$216K +2,397 New
Osaic Holdings
56
Osaic Holdings
Arizona
$110K +$104K +1,167 +1,644%
Morgan Stanley
57
Morgan Stanley
New York
$110K +$17.9K +199 +19%
Wells Fargo
58
Wells Fargo
California
$91K +$902 +10 +1%
Comerica Bank
59
Comerica Bank
Texas
$69.4K +$69.4K +770 New
FS
60
Financially Speaking
Colorado
$52.9K +$52.9K +587 New
PTC
61
Private Trust Company
Ohio
$30.7K +$30.7K +340 New
PS
62
Principal Securities
Iowa
$24.8K +$24.8K +275 New
T
63
Tidemark
California
$21.3K +$21.3K +236 New
Jones Financial Companies
64
Jones Financial Companies
Missouri
$12.5K +$12.5K +140 New
SRCM
65
Signature Resources Capital Management
California
$11.4K +$11.4K +126 New
FCG
66
Financial Connections Group
California
$5K +$5K +61 New
FNWA
67
Financial Network Wealth Advisors
Utah
$2.16K – – –
TH
68
TCTC Holdings
Texas
$89 – – –
Jane Street
69
Jane Street
New York
– -$1.21M -17,292 Closed
TC
70
TownSquare Capital
Utah
– -$553K -7,934 Closed
UBS Group
71
UBS Group
Switzerland
– -$73.1K -1,048 Closed
Mirae Asset Global Investments
72
Mirae Asset Global Investments
South Korea
– -$53.3K -764 Closed
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