PWRD

TCW Transform Systems ETF
PWRD

Overview Fund Activity

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.

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
1
Envestnet Asset Management
Illinois
$16.2M
2
JPG
2
Jordan Park Group
California
$21.7M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$1.2M
4
BCM
4
Becker Capital Management
Oregon
$485K
5
TFM
5
TFC Financial Management
Massachusetts
$4.62M

Top Sellers

1
MA
1
Mutual Advisors
Nebraska
$0
2
PA
2
Parallel Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPG
1
Jordan Park Group
California
$21.7M 435,268 +20,531 +5%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.2M 325,574 +325,574 New
AWA
3
Artemis Wealth Advisors
New York
$14.7M 295,000 – –
TFM
4
TFC Financial Management
Massachusetts
$4.62M 92,828 +9,315 +11%
BCI
5
Brinker Capital Investments
Pennsylvania
$1.2M 24,056 +7,213 +43%
OPS
6
Orion Portfolio Solutions
Nebraska
$1.2M 24,056 +19,474 +425%
SPL
7
Smart Portfolios LLC
Washington
$500K 10,040 +73 +0.7%
BCM
8
Becker Capital Management
Oregon
$485K 9,746 +9,746 New
TC
9
TownSquare Capital
Utah
$324K 6,513 +6,513 New
BA
10
Bristlecone Advisors
Washington
$290K 5,833 – –
3AM
11
3EDGE Asset Management
Florida
$279K 5,598 +5,598 New
Bank of America
12
Bank of America
North Carolina
$28.7K 576 +576 New
FCG
13
Financial Connections Group
California
$7K 160 +142 +789%
MA
14
Mutual Advisors
Nebraska
– – -7,053 Closed
PA
15
Parallel Advisors
California
– – -1,425 Closed
CFGS
16
Concourse Financial Group Securities
Alabama
– – – –