PWRD
TCW Transform Systems ETF
PWRD
PWRD
8 hedge funds and large institutions have $33.5M invested in TCW Transform Systems ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
Holders
8
Holders Change
+1
Holders Change %
+14.29%
% of All Funds
0.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
1
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
JPG
1
Jordan Park Group
San Francisco,
California
|
$18.6M |
| 2 |
BCI
2
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$764K |
| 3 |
TRCT
3
Tower Research Capital (TRC)
New York
|
$353K |
Top Sellers
| 1 |
1
Morgan Stanley
New York
|
$0 |
| 2 |
2
Bank of America
Charlotte,
North Carolina
|
$0 |
| 3 |
3
UBS Group
Zurich,
Switzerland
|
$14K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
JPG
1
Jordan Park Group
San Francisco,
California
| $18.6M | 407,141 | +20,745 | +5% |
|
|
AWA
2
Artemis Wealth Advisors
New York
| $13.6M | 295,000 | – | – |
|
|
BCI
3
Brinker Capital Investments
Berwyn,
Pennsylvania
| $764K | 16,683 | +16,683 | New |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $353K | 7,700 | +7,700 | New |
|
|
PA
5
Parallel Advisors
San Francisco,
California
| $65K | 1,425 | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $14K | 296 | -873 | -75% |
|
|
LWCFA
7
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $13K | 275 | – | – |
|
|
8
Morgan Stanley
New York
| – | – | -1,675 | Closed |
|
|
9
Bank of America
Charlotte,
North Carolina
| – | – | -1,241 | Closed |
|
|
CFGS
10
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|
|
FCG
11
Financial Connections Group
Corte Madera,
California
| $0 | 18 | +18 | New |
|