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PWRD

TCW Transform Systems ETF
PWRD

19 hedge funds and large institutions have $69.2M invested in TCW Transform Systems ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

46% more funds holding

Funds holding: 13 → 19 (+6)

13% more capital invested

Capital invested by funds: $61.5M → $69.2M (+$7.74M)

5.59% more ownership

Funds ownership: 55.64% → 61.23% (+5.6%)

Holders
19
Holders Change
+6
Holders Change %
+46.15%
% of All Funds
0.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
7
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$905K
2
OPS
Orion Portfolio Solutions
Nebraska
+$905K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$732K
4
3AM
3EDGE Asset Management
Florida
+$427K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$338K

Top Sellers

1
JPG
Jordan Park Group
California
-$142K
2
Bank of America
Bank of America
North Carolina
-$28.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
JPG
1
Jordan Park Group
California
$22.6M -$142K -2,860 -0.7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.8M +$732K +14,747 +5%
AWA
3
Artemis Wealth Advisors
New York
$15.4M – – –
TFM
4
TFC Financial Management
Massachusetts
$4.91M +$49.4K +995 +1%
BCI
5
Brinker Capital Investments
Pennsylvania
$2.21M +$905K +18,239 +76%
OPS
6
Orion Portfolio Solutions
Nebraska
$2.21M +$905K +18,239 +76%
3AM
7
3EDGE Asset Management
Florida
$744K +$427K +8,610 +154%
SPL
8
Smart Portfolios LLC
Washington
$548K +$21.1K +425 +4%
BCM
9
Becker Capital Management
Oregon
$510K – – –
GS
10
GTS Securities
New York
$437K +$414K +8,344 New
TC
11
TownSquare Capital
Utah
$364K +$21.5K +434 +7%
PWG
12
Portside Wealth Group
Utah
$364K +$345K +6,947 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$356K +$338K +6,800 New
BA
14
Bristlecone Advisors
Washington
$305K – – –
Cerity Partners
15
Cerity Partners
New York
$237K +$225K +4,533 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$79K +$74.7K +1,505 New
AFG
17
Albion Financial Group
Utah
$32.6K +$30.9K +623 New
TH
18
TCTC Holdings
Texas
$15.6K +$14.8K +299 New
FCG
19
Financial Connections Group
California
$8K – – –
Bank of America
20
Bank of America
North Carolina
– -$28.7K -576 Closed

PWRD Hedge Fund Activity: Q2 2023 in Review

19 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in TCW Transform Systems ETF (PWRD) for Q2 2023, worth a combined $69.2M — up 13% from $61.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PWRD positions and 1 closed out — a net gain of 6 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $905K. The largest seller was Jordan Park Group, cutting an estimated $142K.

  • 19 institutional investors held TCW Transform Systems ETF (PWRD) as of Q2 2023, up from 13 in Q1 2023.
  • Funds reported $69.2M of TCW Transform Systems ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 7 funds opened new TCW Transform Systems ETF positions in Q2 2023 and 1 closed out, a net change of +6 holders.
  • The largest TCW Transform Systems ETF buyer in Q2 2023 was Brinker Capital Investments, an estimated $905K added.
  • The largest TCW Transform Systems ETF seller in Q2 2023 was Jordan Park Group, an estimated $142K sold.

Based on aggregated 13F filings for Q2 2023.