PWRD

TCW Transform Systems ETF
PWRD

Overview Fund Activity

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.

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
16
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$6.97M
2
UW
2
Unique Wealth
Florida
$2.41M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$54.1M
4
AL
4
Aspiriant LLC
California
$2.02M
5
3AM
5
3EDGE Asset Management
Florida
$5.09M

Top Sellers

1
GS
1
GTS Securities
New York
$5.48M
2
DWM
2
Dynasty Wealth Management
Florida
$54M
3
TFM
3
TFC Financial Management
Massachusetts
$1.42M
4
MOS
4
MGO One Seven
Ohio
$961K
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
$54.1M 731,581 +30,994 +4%
DWM
2
Dynasty Wealth Management
Florida
$54M 730,619 -27,210 -4%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.97M 94,225 +35,859 +61%
SW
4
Signify Wealth
Missouri
$6.37M 86,178 +8,454 +11%
GS
5
GTS Securities
New York
$5.48M 74,140 -146,531 -66%
3AM
6
3EDGE Asset Management
Florida
$5.09M 68,814 +26,905 +64%
PA
7
Procyon Advisors
Connecticut
$3.86M 52,234 +3,135 +6%
CWP
8
Cyndeo Wealth Partners
Florida
$3.7M 50,055 +1,433 +3%
ACM
9
Avalon Capital Management
California
$3.43M 46,349 +1,168 +3%
AFG
10
Albion Financial Group
Utah
$2.92M 39,478 +3,074 +8%
UW
11
Unique Wealth
Florida
$2.41M 32,550 +32,550 New
AL
12
Aspiriant LLC
California
$2.02M 27,350 +27,350 New
BAM
13
Bellevue Asset Management
Washington
$1.54M 20,791 -79 -0.4%
TFM
14
TFC Financial Management
Massachusetts
$1.42M 19,257 -6,889 -26%
OPS
15
Orion Portfolio Solutions
Nebraska
$1.12M 15,142 -1,181 -7%
BCI
16
Brinker Capital Investments
Pennsylvania
$1.12M 15,142 -1,181 -7%
TC
17
TownSquare Capital
Utah
$1.01M 13,643 +345 +3%
MOS
18
MGO One Seven
Ohio
$961K 13,002 -4,756 -27%
PWG
19
Portside Wealth Group
Utah
$956K 12,926 +51 +0.4%
SPL
20
Smart Portfolios LLC
Washington
$865K 11,694 -349 -3%
LPL Financial
21
LPL Financial
California
$793K 10,730 +10,730 New
BA
22
Bristlecone Advisors
Washington
$731K 9,887 +3,661 +59%
BCM
23
Becker Capital Management
Oregon
$721K 9,746 – –
QWP
24
Quotient Wealth Partners
Texas
$622K 8,417 +2,065 +33%
RW
25
REDW Wealth
New Mexico
$528K 7,148 +1,789 +33%
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