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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
OMC
101
Old Mission Capital
Illinois
$225K +$234K +2,301 New
CWM
102
Contango Wealth Management
California
$224K -$22.9K -225 -9%
OC
103
Oppenheimer & Co
New York
$203K +$212K +2,077 New
SEIA
104
Signature Estate & Investment Advisors
California
$203K +$211K +2,073 New
KFAS
105
Keating Financial Advisory Services
Kansas
$150K +$39.5K +388 +34%
Morgan Stanley
106
Morgan Stanley
New York
$143K +$42.5K +417 +40%
GSWM
107
Golden State Wealth Management
California
$85.1K – – –
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$79K +$82.3K +808 New
TCM
109
Triumph Capital Management
Colorado
$64.4K -$3.97K -39 -6%
FS
110
Financially Speaking
Colorado
$54K – – –
HI
111
Harbour Investments
Wisconsin
$32.2K – – –
PTC
112
Private Trust Company
Ohio
$32K -$1.32K -13 -4%
T
113
Tidemark
California
$23.1K – – –
IA
114
IFP Advisors
Florida
$20.8K +$21.7K +213 New
FNWA
115
Financial Network Wealth Advisors
Utah
$17.5K +$7.54K +74 +70%
BTI
116
Blue Trust Inc
Georgia
$10.5K – – –
GFA
117
Godfrey Financial Associates
New York
$6.45K – – –
FCG
118
Financial Connections Group
California
$5K – – –
AEPWM
119
Atlantic Edge Private Wealth Management
Florida
$4.89K – – –
MLA
120
MB, Levis & Associates
Pennsylvania
$2.44K -$2.55K -25 -50%
VAI
121
Vanguard Advisers Inc
Pennsylvania
$1.47K +$1.53K +15 New
AW
122
Ankerstar Wealth
Texas
$196 – – –
CA
123
CoreCap Advisors
Michigan
$98 – – –
SAM
124
Smartleaf Asset Management
Massachusetts
$94 +$102 +1 New
RF
125
rebel Financial
Ohio
– -$556K -5,785 Closed
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.