PWRD

TCW Transform Systems ETF

52 hedge funds and large institutions have $605M invested in TCW Transform Systems ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
23
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DWM
1
Dynasty Wealth Management
Florida
$214M 4,201,045 +1,538,002 +58%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$164M 2,347,652 +337,540 +17%
SWP
3
Sagespring Wealth Partners
Tennessee
$151M 2,161,893 +256,007 +13%
AL
4
Aspiriant LLC
California
$9.67M 138,595 +7,108 +5%
UW
5
Unique Wealth
Florida
$8.75M 125,477 +67,711 +117%
PA
6
Procyon Advisors
Connecticut
$8.2M 117,535 +16,388 +16%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.17M 88,394 -653,041 -88%
CWA
8
Centerline Wealth Advisors
Kentucky
$4.81M 68,967 +125 +0.2%
AFG
9
Albion Financial Group
Utah
$4.56M 65,363 +1,142 +2%
ACM
10
Avalon Capital Management
California
$4.07M 58,411 +8,448 +17%
CWP
11
Cyndeo Wealth Partners
Florida
$3.61M 51,768 +2,892 +6%
LPL Financial
12
LPL Financial
California
$2.31M 33,078 +19,063 +136%
3AM
13
3EDGE Asset Management
Florida
$1.9M 27,294 -33,176 -55%
SPL
14
Smart Portfolios LLC
Washington
$1.82M 26,091 +474 +2%
BAM
15
Bellevue Asset Management
Washington
$1.73M 24,811 +3,893 +19%
TFM
16
TFC Financial Management
Massachusetts
$1.23M 17,596 -1,580 -8%
Jane Street
17
Jane Street
New York
$1.21M 17,292 +17,292 New
Lido Advisors
18
Lido Advisors
California
$1.05M 15,084 -352 -2%
Raymond James Financial
19
Raymond James Financial
Florida
$1.02M 14,645 +1,846 +14%
QWP
20
Quotient Wealth Partners
Texas
$969K 13,892 +852 +7%
SDH
21
Sloy Dahl & Holst
Washington
$926K 13,282 +10,372 +356%
BA
22
Bristlecone Advisors
Washington
$842K 12,076 -793 -6%
OPS
23
Orion Portfolio Solutions
Nebraska
$828K 11,868 -2,618 -18%
BCI
24
Brinker Capital Investments
Pennsylvania
$828K 11,868 -2,618 -18%
FPW
25
Fairvoy Private Wealth
Alabama
$827K 11,853 +1,851 +19%