We are live on ! Find out more
PWRD

TCW Transform Systems ETF
PWRD

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.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

61% more capital invested

Capital invested by funds: $84.8M → $136M (+$51.4M)

39.83% more ownership

Funds ownership: 61.73% → 101.57% (+40%)

21% more funds holding

Funds holding: 24 → 29 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

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
–

Top Buyers

1
3AM
3EDGE Asset Management
Florida
+$2.22M
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.43M
3
CWP
Cyndeo Wealth Partners
Florida
+$969K
4
Jane Street
Jane Street
New York
+$613K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$550K

Top Sellers

1
JPG
Jordan Park Group
California
-$21.6M
2
TFM
TFC Financial Management
Massachusetts
-$840K
3
GS
GTS Securities
New York
-$392K
4
BCI
Brinker Capital Investments
Pennsylvania
-$238K
5
OPS
Orion Portfolio Solutions
Nebraska
-$238K
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1
Dynasty Wealth Management
Florida
$53M +$47.6M +774,499 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$50.2M +$550K +8,946 +1%
SW
3
Signify Wealth
Missouri
$5.51M +$506K +8,238 +11%
3AM
4
3EDGE Asset Management
Florida
$3.95M +$2.22M +36,126 +167%
ACM
5
Avalon Capital Management
California
$2.93M -$13.4K -218 -0.5%
JP Morgan Chase
6
JP Morgan Chase
New York
$2.91M +$1.43M +23,263 +121%
CWP
7
Cyndeo Wealth Partners
Florida
$2.58M +$969K +15,775 +72%
AFG
8
Albion Financial Group
Utah
$2.48M +$138K +2,243 +7%
TFM
9
TFC Financial Management
Massachusetts
$1.88M -$840K -13,668 -33%
BCI
10
Brinker Capital Investments
Pennsylvania
$1.5M -$238K -3,871 -15%
OPS
11
Orion Portfolio Solutions
Nebraska
$1.5M -$238K -3,871 -15%
BAM
12
Bellevue Asset Management
Washington
$1.45M +$122K +1,988 +10%
Jane Street
13
Jane Street
New York
$1.04M +$613K +9,977 +194%
TC
14
TownSquare Capital
Utah
$682K +$34.6K +563 +6%
BCM
15
Becker Capital Management
Oregon
$667K – – –
PWG
16
Portside Wealth Group
Utah
$648K +$11.4K +185 +2%
SPL
17
Smart Portfolios LLC
Washington
$612K -$9.46K -154 -2%
QWP
18
Quotient Wealth Partners
Texas
$485K +$435K +7,089 New
GS
19
GTS Securities
New York
$416K -$392K -6,374 -51%
BA
20
Bristlecone Advisors
Washington
$411K +$4.92K +80 +1%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$400K +$359K +5,848 New
ASFA
22
All Season Financial Advisors
Colorado
$367K +$330K +5,371 New
RWA
23
Roberts Wealth Advisors
California
$306K +$279K +4,544 New
ECG
24
Edge Capital Group
Georgia
$248K – – –
TH
25
TCTC Holdings
Texas
$20.5K – – –
1
2

PWRD Hedge Fund Activity: Q1 2024 in Review

29 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in TCW Transform Systems ETF (PWRD) for Q1 2024, worth a combined $136M — up 61% from $84.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PWRD positions and 2 closed out — a net gain of 5 holders — while 13 added to existing stakes and 6 trimmed.

The largest buyer was 3EDGE Asset Management, adding an estimated $2.22M. The largest seller was Jordan Park Group, exiting entirely with an estimated $21.6M sold.

  • 29 institutional investors held TCW Transform Systems ETF (PWRD) as of Q1 2024, up from 24 in Q4 2023.
  • Funds reported $136M of TCW Transform Systems ETF stock for Q1 2024, up 61% quarter-over-quarter.
  • 7 funds opened new TCW Transform Systems ETF positions in Q1 2024 and 2 closed out, a net change of +5 holders.
  • The largest TCW Transform Systems ETF buyer in Q1 2024 was 3EDGE Asset Management, an estimated $2.22M added.
  • The largest TCW Transform Systems ETF seller in Q1 2024 was Jordan Park Group, an estimated $21.6M sold.

Based on aggregated 13F filings for Q1 2024.