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FIXT

TCW Core Plus Bond ETF

27 hedge funds and large institutions have $150M invested in TCW Core Plus Bond ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

6% more capital invested

Capital invested by funds: $142M → $150M (+$8.11M)

4.17% more ownership

Funds ownership: 66.47%70.64% (+4.2%)

0% more funds holding

Funds holding: 2727 (0)

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$82.4M -$1.5M -39,059 -2%
BEI
2
Benjamin Edwards Inc
Missouri
$36.5M +$582K +15,191 +2%
Wells Fargo
3
Wells Fargo
California
$7.44M +$5.03M +131,407 +203%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.39M +$744K +19,434 +28%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.36M +$667K +17,414 +24%
Citadel Advisors
6
Citadel Advisors
Florida
$2.88M +$1.53M +39,919 +110%
Stifel Financial
7
Stifel Financial
Missouri
$2.52M +$2.55M +66,642 New
Goldman Sachs
8
Goldman Sachs
New York
$2.26M +$1.39M +36,308 +155%
Raymond James Financial
9
Raymond James Financial
Florida
$1.85M -$144K -3,760 -7%
UCFA
10
United Capital Financial Advisors
Texas
$1.65M -$20K -522 -1%
LPL Financial
11
LPL Financial
California
$1.24M -$58.7K -1,534 -4%
SFG
12
Shum Financial Group
California
$955K -$44.6K -1,165 -4%
Jane Street
13
Jane Street
New York
$876K +$340K +8,877 +62%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$528K -$37.4K -978 -7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$417K -$12.7K -333 -3%
EH
16
Equitable Holdings
New York
$288K +$291K +7,607 New
SEIA
17
Signature Estate & Investment Advisors
California
$276K +$279K +7,282 New
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$225K +$1.76K +46 +0.8%
FTS
19
Fifth Third Securities
Ohio
$221K +$1.38K +36 +0.6%
TC
20
Trilogy Capital
California
$216K +$191 +5 +0.1%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$174K +$1.65K +43 +0.9%
GFA
22
Godfrey Financial Associates
New York
$47.2K
HIA
23
Harbor Investment Advisory
Maryland
$45.1K
1IA
24
1620 Investment Advisors
Massachusetts
$18.4K +$153 +4 +0.8%
IA
25
IFP Advisors
Florida
$14.9K

FIXT Hedge Fund Activity: Q1 2026 in Review

27 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in TCW Core Plus Bond ETF (FIXT) for Q1 2026, worth a combined $150M — up 5.7% from $142M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FIXT positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 8 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.03M. The largest seller was Merit Financial Group, exiting entirely with an estimated $1.92M sold.

  • 27 institutional investors held TCW Core Plus Bond ETF (FIXT) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $150M of TCW Core Plus Bond ETF stock for Q1 2026, up 5.7% quarter-over-quarter.
  • 4 funds opened new TCW Core Plus Bond ETF positions in Q1 2026 and 3 closed out, a net change of +1 holder.
  • The largest TCW Core Plus Bond ETF buyer in Q1 2026 was Wells Fargo, an estimated $5.03M added.
  • The largest TCW Core Plus Bond ETF seller in Q1 2026 was Merit Financial Group, an estimated $1.92M sold.

Based on aggregated 13F filings for Q1 2026.