PWRD

TCW Transform Systems ETF

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.

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
7
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$35.4M 691,576 +351,255 +103%
JPG
2
Jordan Park Group
California
$21.9M 427,621 -4,787 -1%
AWA
3
Artemis Wealth Advisors
New York
$15.2M 295,000
TFM
4
TFC Financial Management
Massachusetts
$4.63M 90,538 -3,285 -4%
SW
5
Signify Wealth
Missouri
$2.4M 46,827 +46,827 New
AFG
6
Albion Financial Group
Utah
$1.71M 33,431 +32,808 +5,266%
GS
7
GTS Securities
New York
$1.61M 31,449 +23,105 +277%
BCI
8
Brinker Capital Investments
Pennsylvania
$1.23M 24,080 -18,215 -43%
OPS
9
Orion Portfolio Solutions
Nebraska
$1.23M 24,080 -18,215 -43%
3AM
10
3EDGE Asset Management
Florida
$1.21M 24,123 +9,915 +70%
SPL
11
Smart Portfolios LLC
Washington
$518K 10,121 -344 -3%
BCM
12
Becker Capital Management
Oregon
$499K 9,746
TC
13
TownSquare Capital
Utah
$460K 8,989 +2,042 +29%
PWG
14
Portside Wealth Group
Utah
$446K 8,717 +1,770 +25%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$306K 5,985 -815 -12%
BA
16
Bristlecone Advisors
Washington
$299K 5,833
RWA
17
Roberts Wealth Advisors
California
$236K 4,544 +4,544 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$167K 3,267 +1,762 +117%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$99.4K 1,942 +1,942 New
TH
20
TCTC Holdings
Texas
$15.3K 299
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$9K 168 +168 New
FCG
22
Financial Connections Group
California
$8K 160
Cerity Partners
23
Cerity Partners
New York
-4,533 Closed
CFGS
24
Concourse Financial Group Securities
Alabama