PWRD

TCW Transform Systems ETF
PWRD

Overview Fund Activity

37 hedge funds and large institutions have $152M invested in TCW Transform Systems ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 0 closing their positions.

Holders
37
Holders Change
+8
Holders Change %
+27.59%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
11
Reduced
13
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GS
1
GTS Securities
New York
$15.1M
2
PA
2
Procyon Advisors
Connecticut
$3.35M
3
MOS
3
MGO One Seven
Ohio
$1.21M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.98M
5
CWP
5
Cyndeo Wealth Partners
Florida
$3.32M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$47.8M
2
DWM
2
Dynasty Wealth Management
Florida
$51.7M
3
3AM
3
3EDGE Asset Management
Florida
$2.86M
4
Jane Street
4
Jane Street
New York
$350K
5
BCI
5
Brinker Capital Investments
Pennsylvania
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Dynasty Wealth Management
Florida
$51.7M 757,829 -16,670 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$47.8M 700,587 -33,076 -5%
GS
3
GTS Securities
New York
$15.1M 220,671 +214,587 +3,527%
SW
4
Signify Wealth
Missouri
$5.3M 77,724 -2,839 -4%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.98M 58,366 +15,814 +37%
PA
6
Procyon Advisors
Connecticut
$3.35M 49,099 +49,099 New
CWP
7
Cyndeo Wealth Partners
Florida
$3.32M 48,622 +10,898 +29%
ACM
8
Avalon Capital Management
California
$3.08M 45,181 +2,287 +5%
3AM
9
3EDGE Asset Management
Florida
$2.86M 41,909 -15,851 -27%
AFG
10
Albion Financial Group
Utah
$2.48M 36,404 +223 +0.6%
TFM
11
TFC Financial Management
Massachusetts
$1.78M 26,146 -1,304 -5%
BAM
12
Bellevue Asset Management
Washington
$1.42M 20,870 -251 -1%
MOS
13
MGO One Seven
Ohio
$1.21M 17,758 +17,758 New
OPS
14
Orion Portfolio Solutions
Nebraska
$1.11M 16,323 -5,620 -26%
BCI
15
Brinker Capital Investments
Pennsylvania
$1.11M 16,323 -5,620 -26%
TC
16
TownSquare Capital
Utah
$907K 13,298 +3,327 +33%
PWG
17
Portside Wealth Group
Utah
$878K 12,875 +3,410 +36%
SPL
18
Smart Portfolios LLC
Washington
$821K 12,043 +3,099 +35%
BCM
19
Becker Capital Management
Oregon
$665K 9,746 – –
NWM
20
Napa Wealth Management
California
$447K 6,557 +6,557 New
QWP
21
Quotient Wealth Partners
Texas
$433K 6,352 -737 -10%
BA
22
Bristlecone Advisors
Washington
$425K 6,226 +218 +4%
RW
23
REDW Wealth
New Mexico
$366K 5,359 +5,359 New
Jane Street
24
Jane Street
New York
$350K 5,133 -9,997 -66%
TFM
25
Trademark Financial Management
Minnesota
$350K 5,130 +5,130 New
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