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PWRD

TCW Transform Systems ETF
PWRD

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.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

25% more funds holding

Funds holding: 8 → 10 (+2)

19% more capital invested

Capital invested by funds: $33.5M → $39.7M (+$6.23M)

6% more ownership

Funds ownership: 39.59% → 45.6% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

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
TFC Financial Management
Massachusetts
+$4.09M
2
JPG
Jordan Park Group
California
+$372K
3
MA
Mutual Advisors
Nebraska
+$346K
4
BA
Bristlecone Advisors
Washington
+$286K
5
OPS
Orion Portfolio Solutions
Nebraska
+$225K

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
-$353K
2
UBS Group
UBS Group
Switzerland
-$14K
3
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$13K
Name Holding Trade Value Shares
Change 		Change in
Stake
JPG
1
Jordan Park Group
California
$19.6M +$372K +7,596 +2%
AWA
2
Artemis Wealth Advisors
New York
$14M – – –
TFM
3
TFC Financial Management
Massachusetts
$3.96M +$4.09M +83,513 New
BCI
4
Brinker Capital Investments
Pennsylvania
$798K +$7.84K +160 +1%
SPL
5
Smart Portfolios LLC
Washington
$472K +$488K +9,967 New
MA
6
Mutual Advisors
Nebraska
$334K +$346K +7,053 New
BA
7
Bristlecone Advisors
Washington
$276K +$286K +5,833 New
OPS
8
Orion Portfolio Solutions
Nebraska
$217K +$225K +4,582 New
PA
9
Parallel Advisors
California
$67.5K – – –
TRCT
10
Tower Research Capital (TRC)
New York
– -$353K -7,700 Closed
UBS Group
11
UBS Group
Switzerland
– -$14K -296 Closed
LWCFA
12
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$13K -275 Closed

PWRD Hedge Fund Activity: Q4 2022 in Review

10 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in TCW Transform Systems ETF (PWRD) for Q4 2022, worth a combined $39.7M — up 19% from $33.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PWRD positions and 3 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was TFC Financial Management, opening a new position worth an estimated $4.09M. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $353K sold.

  • 10 institutional investors held TCW Transform Systems ETF (PWRD) as of Q4 2022, up from 8 in Q3 2022.
  • Funds reported $39.7M of TCW Transform Systems ETF stock for Q4 2022, up 19% quarter-over-quarter.
  • 5 funds opened new TCW Transform Systems ETF positions in Q4 2022 and 3 closed out, a net change of +2 holders.
  • The largest TCW Transform Systems ETF buyer in Q4 2022 was TFC Financial Management, an estimated $4.09M added.
  • The largest TCW Transform Systems ETF seller in Q4 2022 was Tower Research Capital (TRC), an estimated $353K sold.

Based on aggregated 13F filings for Q4 2022.