TCW Transform Systems ETF
PWRD
7 hedge funds and large institutions have $29.8M invested in TCW Transform Systems ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
133% more funds holding
Funds holding: 3 → 7 (+4)
81% more capital invested
Capital invested by funds: $16.5M → $29.8M (+$13.3M)
21.52% more ownership
Funds ownership: 17.52% → 39.04% (+22%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
JPG
Jordan Park Group
San Francisco,
California
|
+$18.8M |
| 2 |
Morgan Stanley
New York
|
+$81.5K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$60.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$56.9K |
| 5 |
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
+$13.4K |
Top Sellers
| 1 |
Jane Street
New York
|
-$455K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JPG
1
Jordan Park Group
San Francisco,
California
| $16.8M | +$18.8M | +386,396 | New |
|
|
AWA
2
Artemis Wealth Advisors
New York
| $12.8M | – | – | – |
|
|
3
Morgan Stanley
New York
| $73K | +$81.5K | +1,675 | New |
|
|
PA
4
Parallel Advisors
San Francisco,
California
| $62K | – | – | – |
|
|
5
Bank of America
Charlotte,
North Carolina
| $54K | +$60.4K | +1,241 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $51K | +$56.9K | +1,169 | New |
|
|
LWCFA
7
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $12K | +$13.4K | +275 | New |
|
|
8
Jane Street
New York
| – | -$455K | -8,425 | Closed |
|
PWRD Hedge Fund Activity: Q2 2022 in Review
7 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in TCW Transform Systems ETF (PWRD) for Q2 2022, worth a combined $29.8M — up 81% from $16.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PWRD positions and 1 closed out — a net gain of 4 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Jordan Park Group, opening a new position worth an estimated $18.8M. The largest seller was Jane Street, exiting entirely with an estimated $455K sold.
- 7 institutional investors held TCW Transform Systems ETF (PWRD) as of Q2 2022, up from 3 in Q1 2022.
- Funds reported $29.8M of TCW Transform Systems ETF stock for Q2 2022, up 81% quarter-over-quarter.
- 5 funds opened new TCW Transform Systems ETF positions in Q2 2022 and 1 closed out, a net change of +4 holders.
- The largest TCW Transform Systems ETF buyer in Q2 2022 was Jordan Park Group, an estimated $18.8M added.
- The largest TCW Transform Systems ETF seller in Q2 2022 was Jane Street, an estimated $455K sold.
Based on aggregated 13F filings for Q2 2022.