TCW Transform Systems ETF
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.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
14% more funds holding
Funds holding: 7 → 8 (+1)
12% more capital invested
Capital invested by funds: $29.8M → $33.5M (+$3.7M)
0.55% more ownership
Funds ownership: 39.04% → 39.59% (+0.55%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$73K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$54K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$42.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JPG
1
Jordan Park Group
San Francisco,
California
| $18.6M | +$1.01M | +20,745 | +5% |
|
|
AWA
2
Artemis Wealth Advisors
New York
| $13.6M | – | – | – |
|
|
BCI
3
Brinker Capital Investments
Berwyn,
Pennsylvania
| $764K | +$816K | +16,683 | New |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $353K | +$376K | +7,700 | New |
|
|
PA
5
Parallel Advisors
San Francisco,
California
| $65K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $14K | -$42.7K | -873 | -75% |
|
|
LWCFA
7
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $13K | – | – | – |
|
|
8
Morgan Stanley
New York
| – | -$73K | -1,675 | Closed |
|
|
9
Bank of America
Charlotte,
North Carolina
| – | -$54K | -1,241 | Closed |
|
|
FCG
10
Financial Connections Group
Corte Madera,
California
| – | +$880 | +18 | New |
|
PWRD Hedge Fund Activity: Q3 2022 in Review
8 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in TCW Transform Systems ETF (PWRD) for Q3 2022, worth a combined $33.5M — up 12% from $29.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PWRD positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Jordan Park Group, adding an estimated $1.01M. The largest seller was Morgan Stanley, exiting entirely with an estimated $73K sold.
- 8 institutional investors held TCW Transform Systems ETF (PWRD) as of Q3 2022, up from 7 in Q2 2022.
- Funds reported $33.5M of TCW Transform Systems ETF stock for Q3 2022, up 12% quarter-over-quarter.
- 3 funds opened new TCW Transform Systems ETF positions in Q3 2022 and 2 closed out, a net change of +1 holder.
- The largest TCW Transform Systems ETF buyer in Q3 2022 was Jordan Park Group, an estimated $1.01M added.
- The largest TCW Transform Systems ETF seller in Q3 2022 was Morgan Stanley, an estimated $73K sold.
Based on aggregated 13F filings for Q3 2022.