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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
GWM
51
Geneos Wealth Management
Colorado
$709K +$390K +4,200 +137%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$705K +$448K +4,822 +201%
FSA
53
Financial Services Advisory
Maryland
$675K +$642K +6,906 New
TFM
54
Trademark Financial Management
Minnesota
$651K +$3.16K +34 +0.5%
LA
55
Lindenwold Advisors
Pennsylvania
$562K +$535K +5,756 New
RF
56
rebel Financial
Ohio
$556K -$574K -6,177 Closed
GSEP
57
Golden State Equity Partners
California
$484K +$460K +4,950 New
P
58
&Partners
Tennessee
$466K +$443K +4,768 New
RWA
59
Roberts Wealth Advisors
California
$444K – – –
TW
60
Traveka Wealth
California
$424K +$404K +4,345 New
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$417K +$397K +4,268 New
Stifel Financial
62
Stifel Financial
Missouri
$391K +$372K +3,998 New
Corient Private Wealth
63
Corient Private Wealth
Florida
$361K +$344K +3,698 New
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$338K +$321K +3,457 New
RW
65
REDW Wealth
New Mexico
$326K -$73.1K -787 -19%
ACP
66
Argyle Capital Partners
California
$312K – – –
SCM
67
SCS Capital Management
Massachusetts
$300K – – –
AUB
68
Atlantic Union Bankshares
Virginia
$293K – – –
OCM
69
One Capital Management
California
$271K +$257K +2,769 New
HighTower Advisors
70
HighTower Advisors
Illinois
$268K +$255K +2,746 New
MCM
71
MAI Capital Management
Ohio
$247K -$53.9K -580 -19%
DT
72
Diversified Trust
Tennessee
$234K +$222K +2,393 New
WAM
73
WealthTrust Asset Management
Florida
$219K +$208K +2,239 New
Osaic Holdings
74
Osaic Holdings
Arizona
$118K -$1.58K -17 -1%
Morgan Stanley
75
Morgan Stanley
New York
$99.8K -$18.5K -199 -16%
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.