TCW Transform Systems ETF
PWRD
22 hedge funds and large institutions have $89.6M invested in TCW Transform Systems ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
29% more capital invested
Capital invested by funds: $69.2M → $89.6M (+$20.4M)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
16% more funds holding
Funds holding: 19 → 22 (+3)
6.54% more ownership
Funds ownership: 61.23% → 67.77% (+6.5%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$18.5M |
| 2 |
SW
Signify Wealth
Saint Louis,
Missouri
|
+$2.46M |
| 3 |
AFG
Albion Financial Group
Salt Lake City,
Utah
|
+$1.73M |
| 4 |
GS
GTS Securities
Miami,
Florida
|
+$1.22M |
| 5 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$521K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$958K |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$958K |
| 3 |
JPG
Jordan Park Group
San Francisco,
California
|
-$252K |
| 4 |
Cerity Partners
New York
|
-$237K |
| 5 |
TFM
TFC Financial Management
Boston,
Massachusetts
|
-$173K |
PWRD Hedge Fund Activity: Q3 2023 in Review
22 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in TCW Transform Systems ETF (PWRD) for Q3 2023, worth a combined $89.6M — up 29% from $69.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PWRD positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $18.5M. The largest seller was Brinker Capital Investments, cutting an estimated $958K.
- 22 institutional investors held TCW Transform Systems ETF (PWRD) as of Q3 2023, up from 19 in Q2 2023.
- Funds reported $89.6M of TCW Transform Systems ETF stock for Q3 2023, up 29% quarter-over-quarter.
- 4 funds opened new TCW Transform Systems ETF positions in Q3 2023 and 1 closed out, a net change of +3 holders.
- The largest TCW Transform Systems ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $18.5M added.
- The largest TCW Transform Systems ETF seller in Q3 2023 was Brinker Capital Investments, an estimated $958K sold.
Based on aggregated 13F filings for Q3 2023.