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PWRD

TCW Transform Systems ETF
PWRD

87 hedge funds and large institutions have $1.03B invested in TCW Transform Systems ETF in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

113% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 16

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

30% more capital invested

Capital invested by funds: $793M → $1.03B (+$238M)

28% more funds holding

Funds holding: 68 → 87 (+19)

7.02% less ownership

Funds ownership: 162.82% → 155.8% (-7%)

Holders
87
Holders Change
+19
Holders Change %
+27.94%
% of All Funds
1.14%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
34
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
Dynasty Wealth Management
Florida
+$81.7M
2
SWP
Sagespring Wealth Partners
Tennessee
+$38.6M
3
Raymond James Financial
Raymond James Financial
Florida
+$18.8M
4
LPL Financial
LPL Financial
California
+$10.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$9.23M

Top Sellers

1
VAS
Vestmark Advisory Solutions
Massachusetts
-$56.4M
2
WWA
WCG Wealth Advisors
Nevada
-$3.33M
3
GS
GTS Securities
New York
-$1.37M
4
WWM
WJ Wealth Management
Arizona
-$1.19M
5
CWA
Centerline Wealth Advisors
Kentucky
-$743K
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1
Dynasty Wealth Management
Florida
$317M +$81.7M +878,559 +37%
JP Morgan Chase
2
JP Morgan Chase
New York
$249M +$9.23M +99,267 +4%
SWP
3
Sagespring Wealth Partners
Tennessee
$226M +$38.6M +415,122 +18%
LPL Financial
4
LPL Financial
California
$22.7M +$10.5M +112,504 +94%
Raymond James Financial
5
Raymond James Financial
Florida
$22.2M +$18.8M +202,477 +819%
UW
6
Unique Wealth
Florida
$17.9M +$2.53M +27,229 +17%
AL
7
Aspiriant LLC
California
$13.9M +$118K +1,268 +0.9%
WWA
8
WCG Wealth Advisors
Nevada
$12M -$3.33M -35,824 -23%
PA
9
Procyon Advisors
Connecticut
$11.4M +$369K +3,968 +4%
PCIG
10
Partners Capital Investment Group
Massachusetts
$10.3M +$3.5M +37,635 +56%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$8.49M +$8.08M +86,950 New
VVP
12
Venture Visionary Partners
Ohio
$7.85M +$1.87M +20,084 +33%
QWM
13
Quadcap Wealth Management
Texas
$7.47M +$7.1M +76,427 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$7.36M -$295K -3,178 -4%
WWM
15
WJ Wealth Management
Arizona
$7.26M -$1.19M -12,778 -15%
AFG
16
Albion Financial Group
Utah
$7.19M -$19.5K -210 -0.3%
ACM
17
Avalon Capital Management
California
$6.85M +$1.12M +12,089 +21%
CWA
18
Centerline Wealth Advisors
Kentucky
$6M -$743K -7,992 -12%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$5.58M +$4.66M +50,127 +713%
CWP
20
Cyndeo Wealth Partners
Florida
$5.23M +$31.2K +336 +0.6%
AWA
21
Adapt Wealth Advisors
Georgia
$5.02M +$4.78M +51,393 New
TFGT
22
TS Financial Group (TSFG)
Illinois
$4.06M -$442K -4,758 -10%
BCI
23
Brinker Capital Investments
Pennsylvania
$3.12M +$1.98M +21,272 +199%
FTUS
24
Flow Traders U.S.
New York
$3.01M +$1.3M +14,020 +84%
SPL
25
Smart Portfolios LLC
Washington
$2.4M -$70.9K -763 -3%
1
2 3 4

PWRD Hedge Fund Activity: Q3 2025 in Review

87 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in TCW Transform Systems ETF (PWRD) for Q3 2025, worth a combined $1.03B — up 30% from $793M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PWRD positions and 5 closed out — a net gain of 19 holders — while 34 added to existing stakes and 16 trimmed.

The largest buyer was Dynasty Wealth Management, adding an estimated $81.7M. The largest seller was Vestmark Advisory Solutions, exiting entirely with an estimated $56.4M sold.

  • 87 institutional investors held TCW Transform Systems ETF (PWRD) as of Q3 2025, up from 68 in Q2 2025.
  • Funds reported $1.03B of TCW Transform Systems ETF stock for Q3 2025, up 30% quarter-over-quarter.
  • 24 funds opened new TCW Transform Systems ETF positions in Q3 2025 and 5 closed out, a net change of +19 holders.
  • The largest TCW Transform Systems ETF buyer in Q3 2025 was Dynasty Wealth Management, an estimated $81.7M added.
  • The largest TCW Transform Systems ETF seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $56.4M sold.

Based on aggregated 13F filings for Q3 2025.