Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TCW ETF TRUST (PWRD)

99 + Investors. Track Smart Money conviction in PWRD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
11Q ▲
Buyers last Q
74%

Smart Money Signals — PWRD

Based on 99 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added PWRD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
99 hedge funds hold PWRD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +125% more funds vs a year ago

fund count last 6Q
+55 new funds entered over the past year (+125% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 74% buying

64 buying22 selling
Last quarter: 64 funds were net buyers (24 opened a brand new position + 40 added to an existing one). Only 22 were sellers (16 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 20 → 25 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 53% entered in last year

■ 21% conviction (2yr+) ■ 26% medium ■ 53% new
Only 21 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🚀

Acceleration phase — new buyers rushing in

9 → 7 → 20 → 25 → 24 new funds/Q
New funds entering each quarter: 7 → 20 → 25 → 24. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 62% of holders entered in last year

■ 22% veterans ■ 16% 1-2yr ■ 62% new
Of 99 current holders: 61 (62%) entered in the past year, only 22 (22%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
9 of 99 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.9
out of 10
Moderate Exit Risk
Exit risk score 5.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PWRD

In 2025 Q4, 64 hedge funds were net buyers of PWRD (24 opened a new position, 40 added to an existing one), while 22 reduced or exited (16 trimmed, 6 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 25% of total institutional value in PWRD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 99.

Hedge Fund Ownership: PWRD

How many hedge funds hold PWRD — quarterly history vs. share price
Quarterly hedge fund ownership of PWRD vs. share price

Market Analysis: PWRD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PWRD

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 3 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: PWRD
2026 Q1 Stats Unlock in 8 days 99 + Investors

Track Smart Money conviction in PWRD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 99 81 22.22%
13F Shares 14M 8M 68.61%
Total Value $1.33B $803M 65.87%
New Positions 24 25 -1
Increased Positions 40 28 +12
Closed Positions 6 5 +1
Reduced Positions 16 17 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PWRD

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Institutional Holders (2026 Q1)

99 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PWRD. Verified SEC 13F-HR filings.

Top 25 institutional holders of PWRD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Centerline Wealth Advisors, LLC 5.28% 150,166 $14.7M
2 SAGESPRING WEALTH PARTNERS, LLC 3.76% 2,107,222 $206.0M
3 WJ Wealth Management, LLC 3.32% 72,463 $7.1M
4 OpenArc Corporate Advisory, LLC 3.27% 2,333,156 $228.1M
5 Smart Portfolios, LLC 2.73% 27,966 $2.7M
6 Storen Legacy Partners, LLC 2.72% 88,819 $8.7M
7 Quotient Wealth Partners, LLC 2.40% 933,031 $91.2M
8 UNIQUE WEALTH, LLC 2.33% 172,606 $16.9M
9 ADAPT WEALTH ADVISORS, LLC 2.03% 57,226 $5.6M
10 Cassady Wealth & Retirement Planning, LLC 1.51% 24,065 $2.3M
11 DecisionMap Wealth Management, LLC 1.16% 18,308 $1.8M
12 BELLEVUE ASSET MANAGEMENT, LLC 1.06% 21,672 $2.1M
13 TritonPoint Partners, LLC 0.93% 25,820 $2.5M
14 PUREfi Wealth, LLC 0.71% 11,157 $1.1M
15 Millstone Evans Group, LLC 0.71% 12,162 $1.2M
16 Financial Insights, Inc. 0.71% 21,963 $2.1M
17 Procyon Advisors, LLC 0.65% 135,106 $13.2M
18 SFG Wealth Management, LLC. 0.55% 13,665 $1.3M
19 Principle Wealth Partners LLC 0.46% 82,829 $8.1M
20 ALBION FINANCIAL GROUP /UT 0.45% 71,647 $7.0M
21 KPP Advisory Services LLC 0.44% 30,821 $3.0M
22 Trademark Financial Management, LLC 0.41% 8,478 $829K
23 CAPITAL WEALTH MANAGEMENT, LLC 0.40% 15,143 $1.5M
24 TSFG, LLC 0.31% 20,998 $2K
25 Traveka Wealth, LLC 0.29% 7,876 $770K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — TCW ETF TRUST (PWRD)

What does the Smart Money Trend signal show for PWRD?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added PWRD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PWRD?

More buyers than sellers — 74% buying: Last quarter: 64 funds were net buyers (24 opened a brand new position + 40 added to an existing one). Only 22 were sellers (16 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PWRD holders?

Strong quality — 25% AUM from major funds: 9 of 99 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PWRD?

Mostly new holders — 53% entered in last year: Only 21 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.