PWRD

TCW Transform Systems ETF
PWRD

Overview Fund Activity

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.

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
1
Brinker Capital Investments
Pennsylvania
$2.21M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$2.21M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.8M
4
3AM
4
3EDGE Asset Management
Florida
$744K
5
GS
5
GTS Securities
New York
$437K

Top Sellers

1
JPG
1
Jordan Park Group
California
$22.6M
2
Bank of America
2
Bank of America
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPG
1
Jordan Park Group
California
$22.6M 432,408 -2,860 -0.7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.8M 340,321 +14,747 +5%
AWA
3
Artemis Wealth Advisors
New York
$15.4M 295,000 – –
TFM
4
TFC Financial Management
Massachusetts
$4.91M 93,823 +995 +1%
BCI
5
Brinker Capital Investments
Pennsylvania
$2.21M 42,295 +18,239 +76%
OPS
6
Orion Portfolio Solutions
Nebraska
$2.21M 42,295 +18,239 +76%
3AM
7
3EDGE Asset Management
Florida
$744K 14,208 +8,610 +154%
SPL
8
Smart Portfolios LLC
Washington
$548K 10,465 +425 +4%
BCM
9
Becker Capital Management
Oregon
$510K 9,746 – –
GS
10
GTS Securities
New York
$437K 8,344 +8,344 New
TC
11
TownSquare Capital
Utah
$364K 6,947 +434 +7%
PWG
12
Portside Wealth Group
Utah
$364K 6,947 +6,947 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$356K 6,800 +6,800 New
BA
14
Bristlecone Advisors
Washington
$305K 5,833 – –
Cerity Partners
15
Cerity Partners
New York
$237K 4,533 +4,533 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$79K 1,505 +1,505 New
AFG
17
Albion Financial Group
Utah
$32.6K 623 +623 New
TH
18
TCTC Holdings
Texas
$15.6K 299 +299 New
FCG
19
Financial Connections Group
California
$8K 160 – –
Bank of America
20
Bank of America
North Carolina
– – -576 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –