PWRD

TCW Transform Systems ETF
PWRD

Overview Fund Activity

10 hedge funds and large institutions have $39.7M invested in TCW Transform Systems ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 3 closing their positions.

Holders
10
Holders Change
+2
Holders Change %
+25%
% of All Funds
0.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
2
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFM
1
TFC Financial Management
Massachusetts
$3.96M
2
SPL
2
Smart Portfolios LLC
Washington
$472K
3
JPG
3
Jordan Park Group
California
$19.6M
4
MA
4
Mutual Advisors
Nebraska
$334K
5
BA
5
Bristlecone Advisors
Washington
$276K

Top Sellers

1
TRCT
1
Tower Research Capital (TRC)
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$0
3
LWCFA
3
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPG
1
Jordan Park Group
California
$19.6M 414,737 +7,596 +2%
AWA
2
Artemis Wealth Advisors
New York
$14M 295,000 – –
TFM
3
TFC Financial Management
Massachusetts
$3.96M 83,513 +83,513 New
BCI
4
Brinker Capital Investments
Pennsylvania
$798K 16,843 +160 +1%
SPL
5
Smart Portfolios LLC
Washington
$472K 9,967 +9,967 New
MA
6
Mutual Advisors
Nebraska
$334K 7,053 +7,053 New
BA
7
Bristlecone Advisors
Washington
$276K 5,833 +5,833 New
OPS
8
Orion Portfolio Solutions
Nebraska
$217K 4,582 +4,582 New
PA
9
Parallel Advisors
California
$67.5K 1,425 – –
TRCT
10
Tower Research Capital (TRC)
New York
– – -7,700 Closed
UBS Group
11
UBS Group
Switzerland
– – -296 Closed
LWCFA
12
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -275 Closed
FCG
13
Financial Connections Group
California
$0 18 – –
CFGS
14
Concourse Financial Group Securities
Alabama
– – – –