PWRD

TCW Transform Systems ETF
PWRD

Overview Fund Activity

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.

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
9
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Avalon Capital Management
California
$2.45M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$41.1M
3
SW
3
Signify Wealth
Missouri
$4.1M
4
CWP
4
Cyndeo Wealth Partners
Florida
$1.25M
5
BAM
5
Bellevue Asset Management
Washington
$1.09M

Top Sellers

1
AWA
1
Artemis Wealth Advisors
New York
$0
2
TFM
2
TFC Financial Management
Massachusetts
$2.33M
3
JPG
3
Jordan Park Group
California
$21.6M
4
GS
4
GTS Securities
New York
$707K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41.1M 724,717 +33,141 +5%
JPG
2
Jordan Park Group
California
$21.6M 379,877 -47,744 -11%
SW
3
Signify Wealth
Missouri
$4.1M 72,325 +25,498 +54%
ACM
4
Avalon Capital Management
California
$2.45M 43,112 +43,112 New
TFM
5
TFC Financial Management
Massachusetts
$2.33M 41,118 -49,420 -55%
AFG
6
Albion Financial Group
Utah
$1.93M 33,938 +507 +2%
BCI
7
Brinker Capital Investments
Pennsylvania
$1.45M 25,814 +1,734 +7%
OPS
8
Orion Portfolio Solutions
Nebraska
$1.45M 25,814 +1,734 +7%
CWP
9
Cyndeo Wealth Partners
Florida
$1.25M 21,949 +21,949 New
3AM
10
3EDGE Asset Management
Florida
$1.23M 21,634 -2,489 -10%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$1.09M 19,289 +17,347 +893%
BAM
12
Bellevue Asset Management
Washington
$1.09M 19,133 +19,133 New
GS
13
GTS Securities
New York
$707K 12,458 -18,991 -60%
BCM
14
Becker Capital Management
Oregon
$553K 9,746 – –
SPL
15
Smart Portfolios LLC
Washington
$547K 9,098 -1,023 -10%
TC
16
TownSquare Capital
Utah
$534K 9,408 +419 +5%
PWG
17
Portside Wealth Group
Utah
$527K 9,280 +563 +6%
BA
18
Bristlecone Advisors
Washington
$336K 5,928 +95 +2%
Jane Street
19
Jane Street
New York
$292K 5,153 +5,153 New
ECG
20
Edge Capital Group
Georgia
$206K 3,623 +3,623 New
TH
21
TCTC Holdings
Texas
$17K 299 – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$7K 118 -3,149 -96%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$3.46K 61 +61 New
FCG
24
Financial Connections Group
California
$3K 60 -100 -63%
AWA
25
Artemis Wealth Advisors
New York
– – -295,000 Closed
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