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PWRD

TCW Transform Systems ETF

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

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 (+$188M)

31% more funds holding

Funds holding: 5268 (+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: 22 (0)

39.62% less ownership

Funds ownership: 202.44%162.82% (-40%)

Holders
68
Holders Change
+16
Holders Change %
+30.77%
% of All Funds
0.9%
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
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$221M +$7.88M +102,086 +4%
SWP
2
Sagespring Wealth Partners
Tennessee
$202M +$6.37M +82,494 +4%
DWM
3
Dynasty Wealth Management
Florida
$163M -$142M -1,838,084 -44%
VAS
4
Vestmark Advisory Solutions
Massachusetts
$56.4M +$48.3M +625,613 New
WWA
5
WCG Wealth Advisors
Nevada
$14.3M +$12.2M +158,689 New
UW
6
Unique Wealth
Florida
$14M +$2.34M +30,278 +24%
AL
7
Aspiriant LLC
California
$12.8M +$225K +2,920 +2%
LPL Financial
8
LPL Financial
California
$10.8M +$6.71M +86,870 +263%
PA
9
Procyon Advisors
Connecticut
$10.1M -$408K -5,285 -4%
WWM
10
WJ Wealth Management
Arizona
$7.55M +$6.46M +83,700 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.08M -$759K -9,832 -11%
AFG
12
Albion Financial Group
Utah
$6.65M +$651K +8,428 +13%
CWA
13
Centerline Wealth Advisors
Kentucky
$6.26M +$38K +492 +0.7%
PCIG
14
Partners Capital Investment Group
Massachusetts
$6.1M +$5.23M +67,705 New
VVP
15
Venture Visionary Partners
Ohio
$5.43M +$4.65M +60,235 New
ACM
16
Avalon Capital Management
California
$5.23M -$29.1K -377 -0.6%
CWP
17
Cyndeo Wealth Partners
Florida
$4.8M +$110K +1,425 +3%
TFGT
18
TS Financial Group (TSFG)
Illinois
$4.18M +$3.58M +46,331 New
SPL
19
Smart Portfolios LLC
Washington
$2.29M -$55.8K -723 -3%
BAM
20
Bellevue Asset Management
Washington
$2.23M -$3.32K -43 -0.2%
Raymond James Financial
21
Raymond James Financial
Florida
$2.23M +$777K +10,070 +69%
3AM
22
3EDGE Asset Management
Florida
$2.16M -$257K -3,324 -12%
TFM
23
TFC Financial Management
Massachusetts
$1.56M -$23.5K -305 -2%
FTUS
24
Flow Traders U.S.
New York
$1.51M +$1.29M +16,772 New
QWP
25
Quotient Wealth Partners
Texas
$1.41M +$132K +1,709 +12%

PWRD Hedge Fund Activity: Q2 2025 in Review

68 of the 7,596 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.