TCW Transform Systems ETF
PWRD
50 hedge funds and large institutions have $604M invested in TCW Transform Systems ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
265% more capital invested
Capital invested by funds: $165M → $604M (+$438M)
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
80.26% more ownership
Funds ownership: 109.64% → 189.9% (+80%)
75% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 12
28% more funds holding
Funds holding: 39 → 50 (+11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$145M |
| 2 |
JP Morgan Chase
New York
|
+$144M |
| 3 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$7.83M |
| 4 |
PA
Procyon Advisors
Shelton,
Connecticut
|
+$3.68M |
| 5 |
UW
Unique Wealth
Clearwater,
Florida
|
+$1.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$4.21M |
| 2 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$627K |
| 3 |
Jane Street
New York
|
-$279K |
| 4 |
RW
REDW Wealth
Albuquerque,
New Mexico
|
-$211K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$110K |
PWRD Hedge Fund Activity: Q4 2024 in Review
50 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in TCW Transform Systems ETF (PWRD) for Q4 2024, worth a combined $604M — up 265% from $165M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PWRD positions and 2 closed out — a net gain of 12 holders — while 21 added to existing stakes and 12 trimmed.
The largest buyer was Dynasty Wealth Management, adding an estimated $145M. The largest seller was GTS Securities, cutting an estimated $4.21M.
- 50 institutional investors held TCW Transform Systems ETF (PWRD) as of Q4 2024, up from 39 in Q3 2024.
- Funds reported $604M of TCW Transform Systems ETF stock for Q4 2024, up 265% quarter-over-quarter.
- 14 funds opened new TCW Transform Systems ETF positions in Q4 2024 and 2 closed out, a net change of +12 holders.
- The largest TCW Transform Systems ETF buyer in Q4 2024 was Dynasty Wealth Management, an estimated $145M added.
- The largest TCW Transform Systems ETF seller in Q4 2024 was GTS Securities, an estimated $4.21M sold.
Based on aggregated 13F filings for Q4 2024.