TCW Transform Systems ETF
PWRD
110 hedge funds and large institutions have $1.53B invested in TCW Transform Systems ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 42 increasing their positions, 17 reducing their positions, and 3 closing their positions.
1,044% more capital inflows, than outflows
Capital inflows: $583M | Capital outflows: $51M
867% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 3
147% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 17
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
26% more funds holding
Funds holding: 87 → 110 (+23)
418.29% less ownership
Funds ownership: 533.84% → 115.55% (-418%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$202M |
| 2 |
Quotient Wealth Partners
Dallas,
Texas
|
+$63.5M |
| 3 |
JP Morgan Chase
New York
|
+$47.2M |
| 4 |
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$23.3M |
| 5 |
VU
Valence8 US
Cambridge,
Massachusetts
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sagespring Wealth Partners
Franklin,
Tennessee
|
-$30.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.8M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.13M |
| 4 |
Flow Traders U.S.
New York
|
-$3.01M |
| 5 |
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
-$2.06M |
PWRD Hedge Fund Activity: Q4 2025 in Review
110 of the 8,307 institutional investors tracked by Wall St. Rank reported a position in TCW Transform Systems ETF (PWRD) for Q4 2025, worth a combined $1.53B — up 49% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new PWRD positions and 3 closed out — a net gain of 26 holders — while 42 added to existing stakes and 17 trimmed.
The largest buyer was Dynasty Wealth Management, adding an estimated $202M. The largest seller was Sagespring Wealth Partners, cutting an estimated $30.2M.
- 110 institutional investors held TCW Transform Systems ETF (PWRD) as of Q4 2025, up from 87 in Q3 2025.
- Funds reported $1.53B of TCW Transform Systems ETF stock for Q4 2025, up 49% quarter-over-quarter.
- 29 funds opened new TCW Transform Systems ETF positions in Q4 2025 and 3 closed out, a net change of +26 holders.
- The largest TCW Transform Systems ETF buyer in Q4 2025 was Dynasty Wealth Management, an estimated $202M added.
- The largest TCW Transform Systems ETF seller in Q4 2025 was Sagespring Wealth Partners, an estimated $30.2M sold.
Based on aggregated 13F filings for Q4 2025.