PWRD

TCW Transform Systems ETF

29 hedge funds and large institutions have $136M invested in TCW Transform Systems ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
13
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DWM
1
Dynasty Wealth Management
Florida
$53M 774,499 +774,499 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$50.2M 733,663 +8,946 +1%
SW
3
Signify Wealth
Missouri
$5.51M 80,563 +8,238 +11%
3AM
4
3EDGE Asset Management
Florida
$3.95M 57,760 +36,126 +167%
ACM
5
Avalon Capital Management
California
$2.93M 42,894 -218 -0.5%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$2.91M 42,552 +23,263 +121%
CWP
7
Cyndeo Wealth Partners
Florida
$2.58M 37,724 +15,775 +72%
AFG
8
Albion Financial Group
Utah
$2.48M 36,181 +2,243 +7%
TFM
9
TFC Financial Management
Massachusetts
$1.88M 27,450 -13,668 -33%
BCI
10
Brinker Capital Investments
Pennsylvania
$1.5M 21,943 -3,871 -15%
OPS
11
Orion Portfolio Solutions
Nebraska
$1.5M 21,943 -3,871 -15%
BAM
12
Bellevue Asset Management
Washington
$1.45M 21,121 +1,988 +10%
Jane Street
13
Jane Street
New York
$1.04M 15,130 +9,977 +194%
TC
14
TownSquare Capital
Utah
$682K 9,971 +563 +6%
BCM
15
Becker Capital Management
Oregon
$667K 9,746
PWG
16
Portside Wealth Group
Utah
$648K 9,465 +185 +2%
SPL
17
Smart Portfolios LLC
Washington
$612K 8,944 -154 -2%
QWP
18
Quotient Wealth Partners
Texas
$485K 7,089 +7,089 New
GS
19
GTS Securities
New York
$416K 6,084 -6,374 -51%
BA
20
Bristlecone Advisors
Washington
$411K 6,008 +80 +1%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$400K 5,848 +5,848 New
ASFA
22
All Season Financial Advisors
Colorado
$367K 5,371 +5,371 New
RWA
23
Roberts Wealth Advisors
California
$306K 4,544 +4,544 New
ECG
24
Edge Capital Group
Georgia
$248K 3,623
TH
25
TCTC Holdings
Texas
$20.5K 299