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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
GWP
76
Gateway Wealth Partners
Wisconsin
$559K +$289K +2,842 +99%
Citadel Advisors
77
Citadel Advisors
Florida
$547K +$570K +5,596 New
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$487K -$1.03M -10,110 -67%
RWA
79
Roberts Wealth Advisors
California
$444K – – –
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$442K +$82.4K +809 +22%
GS
81
GTS Securities
New York
$405K +$422K +4,146 New
Truist Financial
82
Truist Financial
North Carolina
$399K +$416K +4,086 New
AO
83
Advisor OS
Illinois
$345K -$10.1K -99 -3%
RWC
84
Rare Wolf Capital
Washington
$337K – – –
RW
85
REDW Wealth
New Mexico
$326K – – –
OSAM
86
O'Shaughnessy Asset Management
Connecticut
$323K +$337K +3,306 New
SCM
87
SCS Capital Management
Massachusetts
$309K +$8.96K +88 +3%
HF
88
HRT Financial
New York
$309K +$323K +3,170 New
OCM
89
One Capital Management
California
$306K -$282K -2,769 -47%
HighTower Advisors
90
HighTower Advisors
Illinois
$303K -$13.5K -133 -4%
AUB
91
Atlantic Union Bankshares
Virginia
$293K – – –
ACP
92
Argyle Capital Partners
California
$292K -$21.6K -212 -7%
WA
93
Waverly Advisors
Alabama
$291K -$20.4K -200 -6%
Osaic Holdings
94
Osaic Holdings
Arizona
$286K +$56.8K +558 +24%
Goldman Sachs
95
Goldman Sachs
New York
$263K +$274K +2,692 New
FC
96
Fusion Capital
South Carolina
$258K +$269K +2,638 New
AI
97
Atria Investments
North Carolina
$255K +$1.12K +11 +0.4%
MCM
98
MAI Capital Management
Ohio
$247K – – –
LIM
99
Leavell Investment Management
Alabama
$242K – – –
WAM
100
WealthTrust Asset Management
Florida
$231K +$12.4K +122 +5%
2 3
4
5 6

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.