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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$129M |
| 2 |
OCA
OpenArc Corporate Advisory
Atlanta,
Georgia
|
+$67.5M |
| 3 |
JP Morgan Chase
New York
|
+$39.7M |
| 4 |
QWP
Quotient Wealth Partners
Dallas,
Texas
|
+$27.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$22.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Sagespring Wealth Partners
Franklin,
Tennessee
|
-$25M |
| 2 |
VU
Valence8 US
Cambridge,
Massachusetts
|
-$8.11M |
| 3 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$1.69M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$1.43M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.03M |
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.