TCW Transform Systems ETF
PWRD
13 hedge funds and large institutions have $61.5M invested in TCW Transform Systems ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, reducing their positions, and 2 closing their positions.
4,861% more capital inflows, than outflows
Capital inflows: $19.9M | Capital outflows: $402K
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
30% more funds holding
Funds holding: 10 → 13 (+3)
10.05% more ownership
Funds ownership: 45.6% → 55.64% (+10%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16M |
| 2 |
Jordan Park Group
San Francisco,
California
|
+$1.01M |
| 3 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$958K |
| 4 |
Becker Capital Management
Portland,
Oregon
|
+$480K |
| 5 |
TFC Financial Management
Boston,
Massachusetts
|
+$458K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$334K |
| 2 |
Parallel Advisors
San Francisco,
California
|
-$67.5K |
PWRD Hedge Fund Activity: Q1 2023 in Review
13 of the 6,290 institutional investors tracked by Wall St. Rank reported a position in TCW Transform Systems ETF (PWRD) for Q1 2023, worth a combined $61.5M — up 55% from $39.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PWRD positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 0 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $16M. The largest seller was Mutual Advisors, exiting entirely with an estimated $334K sold.
- 13 institutional investors held TCW Transform Systems ETF (PWRD) as of Q1 2023, up from 10 in Q4 2022.
- Funds reported $61.5M of TCW Transform Systems ETF stock for Q1 2023, up 55% quarter-over-quarter.
- 5 funds opened new TCW Transform Systems ETF positions in Q1 2023 and 2 closed out, a net change of +3 holders.
- The largest TCW Transform Systems ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $16M added.
- The largest TCW Transform Systems ETF seller in Q1 2023 was Mutual Advisors, an estimated $334K sold.
Based on aggregated 13F filings for Q1 2023.