TCW Transform Systems ETF
PWRD
39 hedge funds and large institutions have $165M invested in TCW Transform Systems ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
8% more capital invested
Capital invested by funds: $152M → $165M (+$12.9M)
5% more funds holding
Funds holding: 37 → 39 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.58% less ownership
Funds ownership: 111.22% → 109.64% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$2.48M |
| 2 |
UW
Unique Wealth
Clearwater,
Florida
|
+$2.25M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.14M |
| 4 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$1.89M |
| 5 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$10.1M |
| 2 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
-$1.88M |
| 3 |
TFM
TFC Financial Management
Boston,
Massachusetts
|
-$476K |
| 4 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$329K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$320K |
PWRD Hedge Fund Activity: Q3 2024 in Review
39 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TCW Transform Systems ETF (PWRD) for Q3 2024, worth a combined $165M — up 8.4% from $152M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PWRD positions and 4 closed out — a net gain of 2 holders — while 16 added to existing stakes and 12 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $2.48M. The largest seller was GTS Securities, cutting an estimated $10.1M.
- 39 institutional investors held TCW Transform Systems ETF (PWRD) as of Q3 2024, up from 37 in Q2 2024.
- Funds reported $165M of TCW Transform Systems ETF stock for Q3 2024, up 8.4% quarter-over-quarter.
- 6 funds opened new TCW Transform Systems ETF positions in Q3 2024 and 4 closed out, a net change of +2 holders.
- The largest TCW Transform Systems ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $2.48M added.
- The largest TCW Transform Systems ETF seller in Q3 2024 was GTS Securities, an estimated $10.1M sold.
Based on aggregated 13F filings for Q3 2024.