TCW Transform Systems ETF
PWRD
24 hedge funds and large institutions have $84.8M invested in TCW Transform Systems ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
9% more funds holding
Funds holding: 22 → 24 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $89.6M → $84.8M (-$4.78M)
6.04% less ownership
Funds ownership: 67.77% → 61.73% (-6%)
Top Buyers
Top Sellers
PWRD Hedge Fund Activity: Q4 2023 in Review
24 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in TCW Transform Systems ETF (PWRD) for Q4 2023, worth a combined $84.8M — down 5.3% from $89.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PWRD positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Avalon Capital Management, opening a new position worth an estimated $2.29M. The largest seller was Artemis Wealth Advisors, exiting entirely with an estimated $15.2M sold.
- 24 institutional investors held TCW Transform Systems ETF (PWRD) as of Q4 2023, up from 22 in Q3 2023.
- Funds reported $84.8M of TCW Transform Systems ETF stock for Q4 2023, down 5.3% quarter-over-quarter.
- 6 funds opened new TCW Transform Systems ETF positions in Q4 2023 and 4 closed out, a net change of +2 holders.
- The largest TCW Transform Systems ETF buyer in Q4 2023 was Avalon Capital Management, an estimated $2.29M added.
- The largest TCW Transform Systems ETF seller in Q4 2023 was Artemis Wealth Advisors, an estimated $15.2M sold.
Based on aggregated 13F filings for Q4 2023.