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TCW Transform Systems ETF (NETZ) Institutional Ownership

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$68.29
+0.46 (+0.68%)
(As of 04/25/2024 ET)
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Institutional Ownership Changes (13F Filings) for TCW Transform Systems ETF (BATS:NETZ)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$30.64M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$5.82M
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NETZ Institutional Buying and Selling by Quarter

TCW Transform Systems ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Signify Wealth80,563$5.51M9.1%+11.4%4.110%
4/19/2024 Albion Financial Group UT36,181$2.48M0.2%+6.6%1.846%
4/18/2024 Roberts Wealth Advisors LLC4,544$306K0.1%N/A0.232%
4/17/2024 Avalon Capital Management42,894$2.94M1.2%-0.5%2.188%
2/13/2024Edge Capital Group LLC3,623$206K0.0%N/A0.166%
2/9/2024Orion Portfolio Solutions LLC25,814$1.45M0.0%+7.2%1.184%
2/8/2024Jordan Park Group LLC379,877$21.56M1.5%-11.2%17.426%
2/6/2024Bellevue Asset Management LLC19,133$1.09M0.7%N/A0.878%
1/26/2024 Albion Financial Group UT33,938$1.93M0.2%+1.5%1.557%
1/25/2024TFC Financial Management Inc.41,118$2.33M0.5%-54.6%1.886%
1/16/20243EDGE Asset Management LP21,634$1.23M0.1%-10.3%0.992%
1/16/2024 Portside Wealth Group LLC9,280$527K0.1%+6.5%0.426%
1/12/2024Signify Wealth72,325$4.10M6.2%+54.5%3.318%
1/12/2024 Avalon Capital Management43,112$2.45M1.0%N/A1.978%
1/12/2024 Cyndeo Wealth Partners LLC21,949$1.25M0.1%N/A1.007%
10/16/20233EDGE Asset Management LP24,123$1.21M0.1%+69.8%1.107%
10/11/2023Signify Wealth46,827$2.40M3.2%N/A2.148%
9/1/2023 Portside Wealth Group LLC6,947$364K0.0%N/A0.319%
8/14/2023Jordan Park Group LLC432,408$22.63M1.5%-0.7%19.835%
8/4/2023Envestnet Asset Management Inc.340,321$17.81M0.0%+4.5%15.611%
8/1/2023 Portside Wealth Group LLC34,735$1.82M0.0%N/A1.593%
7/26/2023 Albion Financial Group UT623$33K0.0%N/A0.028%
7/14/2023Smart Portfolios LLC10,465$548K1.0%+4.2%0.471%
7/14/20233EDGE Asset Management LP14,208$744K0.1%+153.8%0.640%
5/11/2023Envestnet Asset Management Inc.325,574$16.20M0.0%N/A14.665%
5/8/2023TFC Financial Management Inc.92,828$4.62M1.2%+11.2%4.181%
2/13/2023TFC Financial Management Inc.83,513$3.96M1.1%N/A0.000%
2/8/2023Orion Portfolio Solutions LLC4,582$217K0.0%N/A0.000%
2/8/2023Jordan Park Group LLC414,737$19.64M1.5%+1.9%0.000%
1/12/2023Mutual Advisors LLC7,053$334K0.0%N/A0.000%
11/10/2022Tower Research Capital LLC TRC7,700$353K0.0%N/A0.000%
11/1/2022Brinker Capital Investments LLC16,683$764K0.0%N/A0.000%
10/28/2022Jordan Park Group LLC407,141$18.65M1.4%+5.4%0.000%
7/12/2022Jordan Park Group LLC386,396$16.75M1.6%N/A0.000%
4/28/2022Parallel Advisors LLC1,425$77K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

NETZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NETZ shares?

During the previous two years, 18 institutional investors and hedge funds held shares of TCW Transform Systems ETF. The most heavily invested institutionals were Jordan Park Group LLC ($21.56M), Envestnet Asset Management Inc. ($17.81M), Signify Wealth ($5.51M), Avalon Capital Management ($2.94M), Albion Financial Group UT ($2.48M), TFC Financial Management Inc. ($2.33M), and Orion Portfolio Solutions LLC ($1.45M).Learn more on NETZ's institutional investors.

Which institutional investors have been buying TCW Transform Systems ETF stock?

Of the 18 institutional investors that purchased TCW Transform Systems ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jordan Park Group LLC ($414.74K), Envestnet Asset Management Inc. ($340.32K), TFC Financial Management Inc. ($92.83K), Signify Wealth ($80.56K), Avalon Capital Management ($43.11K), Portside Wealth Group LLC ($42.25K), and Cyndeo Wealth Partners LLC ($21.95K).

How much institutional buying is happening at TCW Transform Systems ETF?

Institutional investors have bought a total of 1,124,555 shares in the last 24 months. This purchase volume represents approximately $54.40M in transactions.

Which TCW Transform Systems ETF major shareholders have been selling company stock?

The following institutional investors have sold TCW Transform Systems ETF stock in the last 24 months: Jordan Park Group LLC ($50.60K), TFC Financial Management Inc. ($49.42K), 3EDGE Asset Management LP ($2.49K), and Avalon Capital Management ($218.00).

How much institutional selling is happening at TCW Transform Systems ETF?

Institutional investors have sold a total of 102,731 shares in the last 24 months. This volume of shares sold represents approximately $5.82M in transactions.


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This page (BATS:NETZ) was last updated on 4/26/2024 by MarketBeat.com Staff

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