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PWRD

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.

New
Increased
Maintained
Reduced
Closed

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)

49% more capital invested

Capital invested by funds: $1.03B → $1.53B (+$503M)

26% more funds holding

Funds holding: 87 → 110 (+23)

8.3% more ownership

Funds ownership: 155.8% → 164.1% (+8.3%)

Holders
110
Holders Change
+23
Holders Change %
+26.44%
% of All Funds
1.34%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
29
Increased
42
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
Dynasty Wealth Management
Florida
+$202M
2
QWP
Quotient Wealth Partners
Texas
+$63.5M
3
JP Morgan Chase
JP Morgan Chase
New York
+$47.2M
4
WWA
WCG Wealth Advisors
Nevada
+$23.3M
5
VU
Valence8 US
Massachusetts
+$16.2M

Top Sellers

1
SWP
Sagespring Wealth Partners
Tennessee
-$30.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.13M
4
FTUS
Flow Traders U.S.
New York
-$3.01M
5
TFGT
TS Financial Group (TSFG)
Illinois
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1
Dynasty Wealth Management
Florida
$510M +$202M +2,061,596 +64%
JP Morgan Chase
2
JP Morgan Chase
New York
$291M +$47.2M +480,792 +19%
SWP
3
Sagespring Wealth Partners
Tennessee
$193M -$30.2M -307,140 -12%
OCA
4
OpenArc Corporate Advisory
Georgia
$161M +$164M +1,670,423 New
QWP
5
Quotient Wealth Partners
Texas
$63.6M +$63.5M +646,383 +4,251%
WWA
6
WCG Wealth Advisors
Nevada
$34.6M +$23.3M +236,974 +193%
LPL Financial
7
LPL Financial
California
$32.3M +$10.1M +102,977 +44%
Raymond James Financial
8
Raymond James Financial
Florida
$24.5M +$2.71M +27,607 +12%
UW
9
Unique Wealth
Florida
$16.1M -$1.54M -15,660 -9%
VU
10
Valence8 US
Massachusetts
$15.9M +$16.2M +164,850 New
CWA
11
Centerline Wealth Advisors
Kentucky
$14.5M +$8.75M +89,035 +145%
AL
12
Aspiriant LLC
California
$14.1M +$422K +4,296 +3%
Mariner
13
Mariner
Kansas
$11.9M +$12.2M +124,014 New
PA
14
Procyon Advisors
Connecticut
$11.4M +$236K +2,402 +2%
PCIG
15
Partners Capital Investment Group
Massachusetts
$10.1M – – –
QWM
16
Quadcap Wealth Management
Texas
$8.3M +$962K +9,798 +13%
VVP
17
Venture Visionary Partners
Ohio
$7.88M +$132K +1,346 +2%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$7.84M -$600K -6,105 -7%
AFG
19
Albion Financial Group
Utah
$6.98M -$99.1K -1,009 -1%
ACM
20
Avalon Capital Management
California
$6.9M +$158K +1,612 +2%
WWM
21
WJ Wealth Management
Arizona
$6.84M +$17.6K +179 +0.3%
AWA
22
Adapt Wealth Advisors
Georgia
$5.39M +$460K +4,684 +9%
CWP
23
Cyndeo Wealth Partners
Florida
$4.8M -$357K -3,635 -7%
PWP
24
Principle Wealth Partners
Connecticut
$4.61M +$3.32M +33,767 +238%
Bank of America
25
Bank of America
North Carolina
$3.43M +$3.5M +35,683 New
1
2 3 4 5

PWRD Hedge Fund Activity: Q4 2025 in Review

110 of the 8,223 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.