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PWRD

TCW Transform Systems ETF
PWRD

110 hedge funds and large institutions have $1.53B invested in TCW Transform Systems ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 42 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

867% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 3

147% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 17

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

49% more capital invested

Capital invested by funds: $1.03B → $1.53B (+$503M)

26% more funds holding

Funds holding: 87 → 110 (+23)

8.3% more ownership

Funds ownership: 155.8% → 164.1% (+8.3%)

Holders
110
Holders Change
+23
Holders Change %
+26.44%
% of All Funds
1.34%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
29
Increased
42
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DWM
Dynasty Wealth Management
Florida
+$202M
2
QWP
Quotient Wealth Partners
Texas
+$63.5M
3
JP Morgan Chase
JP Morgan Chase
New York
+$47.2M
4
WWA
WCG Wealth Advisors
Nevada
+$23.3M
5
VU
Valence8 US
Massachusetts
+$16.2M

Top Sellers

Rank Fund Capital Flow
1
SWP
Sagespring Wealth Partners
Tennessee
-$30.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.13M
4
FTUS
Flow Traders U.S.
New York
-$3.01M
5
TFGT
TS Financial Group (TSFG)
Illinois
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
76
Argyle Capital Partners
California
$307K – – –
WA
77
Waverly Advisors
Alabama
$305K +$312K +3,175 New
SCM
78
SCS Capital Management
Massachusetts
$295K – – –
AUB
79
Atlantic Union Bankshares
Virginia
$288K – – –
GWP
80
Gateway Wealth Partners
Wisconsin
$277K +$283K +2,880 New
AI
81
Atria Investments
North Carolina
$250K +$255K +2,601 New
MCM
82
MAI Capital Management
Ohio
$243K – – –
CWM
83
Contango Wealth Management
California
$242K +$247K +2,515 New
LIM
84
Leavell Investment Management
Alabama
$238K +$243K +2,474 New
DT
85
Diversified Trust
Tennessee
$230K – – –
Osaic Holdings
86
Osaic Holdings
Arizona
$227K +$112K +1,144 +94%
WAM
87
WealthTrust Asset Management
Florida
$215K – – –
UBS Group
88
UBS Group
Switzerland
$125K +$127K +1,296 New
KFAS
89
Keating Financial Advisory Services
Kansas
$110K +$112K +1,142 New
Morgan Stanley
90
Morgan Stanley
New York
$100K +$2.06K +21 +2%
GSWM
91
Golden State Wealth Management
California
$83.7K +$85.5K +870 New
Comerica Bank
92
Comerica Bank
Texas
$77.7K – – –
TCM
93
Triumph Capital Management
Colorado
$67.1K +$68.6K +698 New
FS
94
Financially Speaking
Colorado
$53.1K – – –
PTC
95
Private Trust Company
Ohio
$32.7K – – –
HI
96
Harbour Investments
Wisconsin
$31.6K – – –
KCM
97
Key Capital Management
Tennessee
$30.5K +$31.1K +317 New
LGWM
98
Litman Gregory Wealth Management
California
$24.3K +$24.9K +253 New
T
99
Tidemark
California
$22.7K – – –
SRCM
100
Signature Resources Capital Management
California
$12.1K – – –
1 2 3
4
5

PWRD Hedge Fund Activity: Q4 2025 in Review

110 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in TCW Transform Systems ETF (PWRD) for Q4 2025, worth a combined $1.53B — up 49% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PWRD positions and 3 closed out — a net gain of 26 holders — while 42 added to existing stakes and 17 trimmed.

The largest buyer was Dynasty Wealth Management, adding an estimated $202M. The largest seller was Sagespring Wealth Partners, cutting an estimated $30.2M.

  • 110 institutional investors held TCW Transform Systems ETF (PWRD) as of Q4 2025, up from 87 in Q3 2025.
  • Funds reported $1.53B of TCW Transform Systems ETF stock for Q4 2025, up 49% quarter-over-quarter.
  • 29 funds opened new TCW Transform Systems ETF positions in Q4 2025 and 3 closed out, a net change of +26 holders.
  • The largest TCW Transform Systems ETF buyer in Q4 2025 was Dynasty Wealth Management, an estimated $202M added.
  • The largest TCW Transform Systems ETF seller in Q4 2025 was Sagespring Wealth Partners, an estimated $30.2M sold.

Based on aggregated 13F filings for Q4 2025.