FLXR

TCW Flexible Income ETF
FLXR

Overview Fund Activity

62 hedge funds and large institutions have $425M invested in TCW Flexible Income ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+27
Holders Change %
+77.14%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
15
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$24.3M
2
LPL Financial
2
LPL Financial
California
$22.8M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$145M
4
PPW
4
Pasadena Private Wealth
California
$8.67M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.2M

Top Sellers

1
CSPIA
1
Cary Street Partners Investment Advisory
Virginia
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$100K
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.47M
4
M&T Bank
4
M&T Bank
New York
$42.9M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
26
UMB Bank
Missouri
$1.09M +$1.09M +28,231 New
NWM
27
Napa Wealth Management
California
$821K +$821K +21,236 New
FAM
28
Frontier Asset Management
Wyoming
$814K -$776K -20,070 -49%
ASN
29
Advisory Services Network
Georgia
$773K -$15.2K -394 -2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$737K +$340K +8,786 +86%
Stifel Financial
31
Stifel Financial
Missouri
$707K +$46K +1,189 +7%
Mariner
32
Mariner
Kansas
$676K +$676K +17,472 New
WS
33
Wedbush Securities
California
$645K -$67.9K -1,755 -10%
AWA
34
Arkadios Wealth Advisors
Georgia
$618K -$19.6K -507 -3%
CPL
35
CAP Partners LLC
Tennessee
$610K +$68.3K +1,765 +13%
FWA
36
FSC Wealth Advisors
New York
$566K +$33.9K +877 +6%
MML Investors Services
37
MML Investors Services
Massachusetts
$554K +$254K +6,575 +85%
SCA
38
Snowden Capital Advisors
New York
$547K – – –
VFPW
39
Vantage Financial Partners (Wisconsin)
Wisconsin
$537K +$537K +13,896 New
TFS
40
Thoroughbred Financial Services
Tennessee
$533K +$83.3K +2,157 +19%
CFG
41
Cooper Financial Group
California
$450K -$6.38K -165 -1%
OC
42
Oppenheimer & Co
New York
$407K +$407K +10,526 New
NA
43
Nautilus Advisors
California
$380K +$380K +9,821 New
CTFG
44
Capstone Triton Financial Group
Oklahoma
$346K – – –
MFF
45
Michels Family Financial
Texas
$301K +$301K +7,778 New
BAG
46
Bridgewealth Advisory Group
California
$275K +$275K +7,095 New
KFGK
47
Keystone Financial Group (Kentucky)
Kentucky
$266K +$266K +6,888 New
P
48
&Partners
Tennessee
$258K +$258K +5,984 New
EHC
49
Everett Harris & Co
California
$255K – – –
LGWM
50
Litman Gregory Wealth Management
California
$248K – – –
1
2
3