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FIXT

TCW Core Plus Bond ETF
FIXT

27 hedge funds and large institutions have $142M invested in TCW Core Plus Bond ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

7.55% more ownership

Funds ownership: 58.92% → 66.47% (+7.6%)

7% less funds holding

Funds holding: 29 → 27 (-2)

10% less capital invested

Capital invested by funds: $158M → $142M (-$15.9M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.04M
2
Wells Fargo
Wells Fargo
California
+$2.1M
3
Goldman Sachs
Goldman Sachs
New York
+$904K
4
Raymond James Financial
Raymond James Financial
Florida
+$338K
5
Osaic Holdings
Osaic Holdings
Arizona
+$264K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$18.6M
2
BEI
Benjamin Edwards Inc
Missouri
-$1.01M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$686K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$284K
5
Jane Street
Jane Street
New York
-$235K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$84.6M +$3.04M +78,846 +4%
BEI
2
Benjamin Edwards Inc
Missouri
$36.2M -$1.01M -26,246 -3%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.72M +$264K +6,860 +11%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.68M -$136K -3,525 -5%
Wells Fargo
5
Wells Fargo
California
$2.48M +$2.1M +54,503 +528%
Raymond James Financial
6
Raymond James Financial
Florida
$2.01M +$338K +8,774 +20%
MFG
7
Merit Financial Group
Georgia
$1.92M +$41.2K +1,068 +2%
UCFA
8
United Capital Financial Advisors
Texas
$1.69M +$49.8K +1,291 +3%
Citadel Advisors
9
Citadel Advisors
Florida
$1.38M -$18.6M -482,427 -93%
LPL Financial
10
LPL Financial
California
$1.31M +$206K +5,334 +18%
SFG
11
Shum Financial Group
California
$1.01M -$14.6K -379 -1%
Goldman Sachs
12
Goldman Sachs
New York
$897K +$904K +23,460 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$570K -$284K -7,366 -33%
Jane Street
14
Jane Street
New York
$545K -$235K -6,102 -30%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$434K – – –
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$225K -$191K -4,961 -46%
FTS
17
Fifth Third Securities
Ohio
$222K -$6.28K -163 -3%
TC
18
Trilogy Capital
California
$218K +$116 +3 +0.1%
Ameriprise
19
Ameriprise
Minnesota
$213K +$215K +5,582 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$174K +$11.7K +303 +7%
GFA
21
Godfrey Financial Associates
New York
$47.7K +$48.1K +1,247 New
HIA
22
Harbor Investment Advisory
Maryland
$45.5K – – –
1IA
23
1620 Investment Advisors
Massachusetts
$18.4K +$386 +10 +2%
IA
24
IFP Advisors
Florida
$15K – – –
UBS Group
25
UBS Group
Switzerland
$14.4K -$38.1K -987 -72%
1
2

FIXT Hedge Fund Activity: Q4 2025 in Review

27 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in TCW Core Plus Bond ETF (FIXT) for Q4 2025, worth a combined $142M — down 10% from $158M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FIXT and 3 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 11 added.

The largest buyer was Morgan Stanley, adding an estimated $3.04M. The largest seller was Citadel Advisors, cutting an estimated $18.6M.

  • 27 institutional investors held TCW Core Plus Bond ETF (FIXT) as of Q4 2025, down from 29 in Q3 2025.
  • Funds reported $142M of TCW Core Plus Bond ETF stock for Q4 2025, down 10% quarter-over-quarter.
  • 3 funds opened new TCW Core Plus Bond ETF positions in Q4 2025 and 5 closed out, a net change of -2 holders.
  • The largest TCW Core Plus Bond ETF buyer in Q4 2025 was Morgan Stanley, an estimated $3.04M added.
  • The largest TCW Core Plus Bond ETF seller in Q4 2025 was Citadel Advisors, an estimated $18.6M sold.

Based on aggregated 13F filings for Q4 2025.