TCW Transform Systems ETF
PWRD
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.
450% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 4
31% more capital invested
Capital invested by funds: $605M → $793M (+$189M)
31% more funds holding
Funds holding: 52 → 68 (+16)
29% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 17
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
22.13% less ownership
Funds ownership: 480.27% → 458.14% (-22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$48.3M |
| 2 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$12.2M |
| 3 |
JP Morgan Chase
New York
|
+$7.88M |
| 4 |
LPL Financial
San Diego,
California
|
+$6.71M |
| 5 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
+$6.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
-$142M |
| 2 |
Jane Street
New York
|
-$1.21M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$759K |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
-$553K |
| 5 |
PA
Procyon Advisors
Shelton,
Connecticut
|
-$408K |
PWRD Hedge Fund Activity: Q2 2025 in Review
68 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in TCW Transform Systems ETF (PWRD) for Q2 2025, worth a combined $793M — up 31% from $605M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new PWRD positions and 4 closed out — a net gain of 18 holders — while 22 added to existing stakes and 17 trimmed.
The largest buyer was Vestmark Advisory Solutions, opening a new position worth an estimated $48.3M. The largest seller was Dynasty Wealth Management, cutting an estimated $142M.
- 68 institutional investors held TCW Transform Systems ETF (PWRD) as of Q2 2025, up from 52 in Q1 2025.
- Funds reported $793M of TCW Transform Systems ETF stock for Q2 2025, up 31% quarter-over-quarter.
- 22 funds opened new TCW Transform Systems ETF positions in Q2 2025 and 4 closed out, a net change of +18 holders.
- The largest TCW Transform Systems ETF buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $48.3M added.
- The largest TCW Transform Systems ETF seller in Q2 2025 was Dynasty Wealth Management, an estimated $142M sold.
Based on aggregated 13F filings for Q2 2025.