PWRD

TCW Transform Systems ETF
PWRD

Overview Fund Activity

68 hedge funds and large institutions have $793M invested in TCW Transform Systems ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+16
Holders Change %
+30.77%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
22
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
$56.4M
2
WWA
WCG Wealth Advisors
Nevada
$14.3M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$221M
4
LPL Financial
LPL Financial
California
$10.8M
5
WWM
WJ Wealth Management
Arizona
$7.55M

Top Sellers

1
DWM
Dynasty Wealth Management
Florida
$163M
2
Jane Street
Jane Street
New York
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.08M
4
TC
TownSquare Capital
Utah
$0
5
PA
Procyon Advisors
Connecticut
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$221M +$9.21M +102,086 +4%
SWP
2
Sagespring Wealth Partners
Tennessee
$202M +$7.44M +82,494 +4%
DWM
3
Dynasty Wealth Management
Florida
$163M -$127M -1,838,084 -44%
VAS
4
Vestmark Advisory Solutions
Massachusetts
$56.4M +$56.4M +625,613 New
WWA
5
WCG Wealth Advisors
Nevada
$14.3M +$14.3M +158,689 New
UW
6
Unique Wealth
Florida
$14M +$2.73M +30,278 +24%
AL
7
Aspiriant LLC
California
$12.8M +$263K +2,920 +2%
LPL Financial
8
LPL Financial
California
$10.8M +$7.83M +86,870 +263%
PA
9
Procyon Advisors
Connecticut
$10.1M -$477K -5,285 -4%
WWM
10
WJ Wealth Management
Arizona
$7.55M +$7.55M +83,700 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.08M -$887K -9,832 -11%
AFG
12
Albion Financial Group
Utah
$6.65M +$760K +8,428 +13%
CWA
13
Centerline Wealth Advisors
Kentucky
$6.26M +$44.4K +492 +0.7%
PCIG
14
Partners Capital Investment Group
Massachusetts
$6.1M +$6.1M +67,705 New
VVP
15
Venture Visionary Partners
Ohio
$5.43M +$5.43M +60,235 New
ACM
16
Avalon Capital Management
California
$5.23M -$34K -377 -0.6%
CWP
17
Cyndeo Wealth Partners
Florida
$4.8M +$128K +1,425 +3%
TFGT
18
TS Financial Group (TSFG)
Illinois
$4.18M +$4.18M +46,331 New
SPL
19
Smart Portfolios LLC
Washington
$2.29M -$65.2K -723 -3%
BAM
20
Bellevue Asset Management
Washington
$2.23M -$3.88K -43 -0.2%
Raymond James Financial
21
Raymond James Financial
Florida
$2.23M +$908K +10,070 +69%
3AM
22
3EDGE Asset Management
Florida
$2.16M -$300K -3,324 -12%
TFM
23
TFC Financial Management
Massachusetts
$1.56M -$27.5K -305 -2%
FTUS
24
Flow Traders U.S.
New York
$1.51M +$1.51M +16,772 New
QWP
25
Quotient Wealth Partners
Texas
$1.41M +$154K +1,709 +12%
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