PWRD

TCW Transform Systems ETF
PWRD

Overview Fund Activity

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.

Holders
50
Holders Change
+11
Holders Change %
+28.21%
% of All Funds
0.67%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
14
Increased
21
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
1
Dynasty Wealth Management
Florida
$193M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$146M
3
SWP
3
Sagespring Wealth Partners
Tennessee
$138M
4
AL
4
Aspiriant LLC
California
$9.54M
5
CWA
5
Centerline Wealth Advisors
Kentucky
$5M

Top Sellers

1
GS
1
GTS Securities
New York
$1.31M
2
3AM
2
3EDGE Asset Management
Florida
$4.39M
3
Jane Street
3
Jane Street
New York
$0
4
RW
4
REDW Wealth
New Mexico
$315K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$337K
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
1
Dynasty Wealth Management
Florida
$193M 2,663,043 +1,932,424 +264%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$146M 2,010,112 +1,915,887 +2,033%
SWP
3
Sagespring Wealth Partners
Tennessee
$138M 1,905,886 +1,905,886 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$53.8M 741,435 +9,854 +1%
AL
5
Aspiriant LLC
California
$9.54M 131,487 +104,137 +381%
PA
6
Procyon Advisors
Connecticut
$7.34M 101,147 +48,913 +94%
SW
7
Signify Wealth
Missouri
$6.61M 91,025 +4,847 +6%
CWA
8
Centerline Wealth Advisors
Kentucky
$5M 68,842 +68,842 New
AFG
9
Albion Financial Group
Utah
$4.66M 64,221 +24,743 +63%
3AM
10
3EDGE Asset Management
Florida
$4.39M 60,470 -8,344 -12%
UW
11
Unique Wealth
Florida
$4.19M 57,766 +25,216 +77%
ACM
12
Avalon Capital Management
California
$3.63M 49,963 +3,614 +8%
CWP
13
Cyndeo Wealth Partners
Florida
$3.55M 48,876 -1,179 -2%
SPL
14
Smart Portfolios LLC
Washington
$1.86M 25,617 +13,923 +119%
BAM
15
Bellevue Asset Management
Washington
$1.52M 20,918 +127 +0.6%
TFM
16
TFC Financial Management
Massachusetts
$1.39M 19,176 -81 -0.4%
GS
17
GTS Securities
New York
$1.31M 18,112 -56,028 -76%
Lido Advisors
18
Lido Advisors
California
$1.12M 15,436 +15,436 New
BCI
19
Brinker Capital Investments
Pennsylvania
$1.05M 14,486 -656 -4%
OPS
20
Orion Portfolio Solutions
Nebraska
$1.05M 14,486 -656 -4%
TC
21
TownSquare Capital
Utah
$1.03M 14,147 +504 +4%
LPL Financial
22
LPL Financial
California
$1.02M 14,015 +3,285 +31%
PWG
23
Portside Wealth Group
Utah
$991K 13,661 +735 +6%
QWP
24
Quotient Wealth Partners
Texas
$946K 13,040 +4,623 +55%
BA
25
Bristlecone Advisors
Washington
$934K 12,869 +2,982 +30%
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