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PWRD

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.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

55% more capital invested

Capital invested by funds: $39.7M → $61.5M (+$21.7M)

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)

Holders
13
Holders Change
+3
Holders Change %
+30%
% of All Funds
0.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
6
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16M
2
JPG
Jordan Park Group
California
+$1.01M
3
OPS
Orion Portfolio Solutions
Nebraska
+$958K
4
BCM
Becker Capital Management
Oregon
+$480K
5
TFM
TFC Financial Management
Massachusetts
+$458K

Top Sellers

1
MA
Mutual Advisors
Nebraska
-$334K
2
PA
Parallel Advisors
California
-$67.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
JPG
1
Jordan Park Group
California
$21.7M +$1.01M +20,531 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.2M +$16M +325,574 New
AWA
3
Artemis Wealth Advisors
New York
$14.7M – – –
TFM
4
TFC Financial Management
Massachusetts
$4.62M +$458K +9,315 +11%
BCI
5
Brinker Capital Investments
Pennsylvania
$1.2M +$355K +7,213 +43%
OPS
6
Orion Portfolio Solutions
Nebraska
$1.2M +$958K +19,474 +425%
SPL
7
Smart Portfolios LLC
Washington
$500K +$3.59K +73 +0.7%
BCM
8
Becker Capital Management
Oregon
$485K +$480K +9,746 New
TC
9
TownSquare Capital
Utah
$324K +$321K +6,513 New
BA
10
Bristlecone Advisors
Washington
$290K – – –
3AM
11
3EDGE Asset Management
Florida
$279K +$276K +5,598 New
Bank of America
12
Bank of America
North Carolina
$28.7K +$28.3K +576 New
FCG
13
Financial Connections Group
California
$7K +$6.99K +142 +789%
MA
14
Mutual Advisors
Nebraska
– -$334K -7,053 Closed
PA
15
Parallel Advisors
California
– -$67.5K -1,425 Closed

PWRD Hedge Fund Activity: Q1 2023 in Review

13 of the 6,275 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.