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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$202M |
| 2 |
QWP
Quotient Wealth Partners
Dallas,
Texas
|
+$63.5M |
| 3 |
JP Morgan Chase
New York
|
+$47.2M |
| 4 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$23.3M |
| 5 |
VU
Valence8 US
Cambridge,
Massachusetts
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Sagespring Wealth Partners
Franklin,
Tennessee
|
-$30.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.8M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.13M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$3.01M |
| 5 |
TFGT
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
-$2.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BTI
101
Blue Trust Inc
Alpharetta,
Georgia
| $10.3K | +$10.5K | +107 | New |
|
|
FNWA
102
Financial Network Wealth Advisors
Murray,
Utah
| $10.1K | +$7.96K | +81 | +338% |
|
|
GFA
103
Godfrey Financial Associates
Glenmont,
New York
| $6.35K | +$6.48K | +66 | New |
|
|
FCG
104
Financial Connections Group
Corte Madera,
California
| $5K | – | – | – |
|
|
AEPWM
105
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| $4.81K | – | – | – |
|
|
MLA
106
MB, Levis & Associates
Center Valley,
Pennsylvania
| $4.81K | – | – | – |
|
107
Wells Fargo
San Francisco,
California
| $4.81K | +$4.91K | +50 | New |
|
|
AW
108
Ankerstar Wealth
Leander,
Texas
| $192 | +$196 | +2 | New |
|
|
CA
109
CoreCap Advisors
Southfield,
Michigan
| $96 | -$13.8K | -141 | -99% |
|
|
TH
110
TCTC Holdings
Dallas,
Texas
| $95 | – | – | – |
|
|
FTUS
111
Flow Traders U.S.
New York
| – | -$3.01M | -30,792 | Closed |
|
|
FSA
112
Financial Services Advisory
Rockville,
Maryland
| – | -$675K | -6,906 | Closed |
|
|
PS
113
Principal Securities
Des Moines,
Iowa
| – | -$26.9K | -275 | Closed |
|
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.