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FLXR

TCW Flexible Income ETF
FLXR

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

560% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 5

77% more funds holding

Funds holding: 35 → 62 (+27)

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

24% more capital invested

Capital invested by funds: $342M → $425M (+$83M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

274.75% less ownership

Funds ownership: 358.13% → 83.38% (-275%)

Holders
62
Holders Change
+27
Holders Change %
+77.14%
% of All Funds
0.82%
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

Rank Fund Capital Flow
1
ETC
Exchange Traded Concepts
Oklahoma
+$24.5M
2
LPL Financial
LPL Financial
California
+$11.8M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$8.8M
4
PPW
Pasadena Private Wealth
California
+$8.73M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.76M

Top Sellers

Rank Fund Capital Flow
1
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$5.1M
2
JP Morgan Chase
JP Morgan Chase
New York
-$2.81M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.93M
4
M&T Bank
M&T Bank
New York
-$1.89M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
UB
26
UMB Bank
Missouri
$1.09M +$1.1M +28,231 New
NWM
27
Napa Wealth Management
California
$821K +$828K +21,236 New
FAM
28
Frontier Asset Management
Wyoming
$814K -$782K -20,070 -49%
ASN
29
Advisory Services Network
Georgia
$773K -$15.4K -394 -2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$737K +$342K +8,786 +86%
Stifel Financial
31
Stifel Financial
Missouri
$707K +$46.3K +1,189 +7%
Mariner
32
Mariner
Kansas
$676K +$681K +17,472 New
WS
33
Wedbush Securities
California
$645K -$68.4K -1,755 -10%
AWA
34
Arkadios Wealth Advisors
Georgia
$618K -$19.8K -507 -3%
CPL
35
CAP Partners LLC
Tennessee
$610K +$68.8K +1,765 +13%
FWA
36
FSC Wealth Advisors
New York
$566K +$34.2K +877 +6%
MML Investors Services
37
MML Investors Services
Massachusetts
$554K +$256K +6,575 +85%
SCA
38
Snowden Capital Advisors
New York
$547K – – –
VFPW
39
Vantage Financial Partners (Wisconsin)
Wisconsin
$537K +$542K +13,896 New
TFS
40
Thoroughbred Financial Services
Tennessee
$533K +$84.1K +2,157 +19%
CFG
41
Cooper Financial Group
California
$450K -$6.43K -165 -1%
OC
42
Oppenheimer & Co
New York
$407K +$410K +10,526 New
NA
43
Nautilus Advisors
California
$380K +$383K +9,821 New
CTFG
44
Capstone Triton Financial Group
Oklahoma
$346K – – –
MFF
45
Michels Family Financial
Texas
$301K +$303K +7,778 New
BAG
46
Bridgewealth Advisory Group
California
$275K +$276K +7,095 New
KFGK
47
Keystone Financial Group (Kentucky)
Kentucky
$266K +$268K +6,888 New
P
48
&Partners
Tennessee
$258K +$233K +5,984 New
EHC
49
Everett Harris & Co
California
$255K – – –
LGWM
50
Litman Gregory Wealth Management
California
$248K – – –
1
2
3

FLXR Hedge Fund Activity: Q4 2024 in Review

62 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in TCW Flexible Income ETF (FLXR) for Q4 2024, worth a combined $425M — up 24% from $342M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FLXR positions and 5 closed out — a net gain of 28 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $24.5M. The largest seller was Cary Street Partners Investment Advisory, exiting entirely with an estimated $5.1M sold.

  • 62 institutional investors held TCW Flexible Income ETF (FLXR) as of Q4 2024, up from 35 in Q3 2024.
  • Funds reported $425M of TCW Flexible Income ETF stock for Q4 2024, up 24% quarter-over-quarter.
  • 33 funds opened new TCW Flexible Income ETF positions in Q4 2024 and 5 closed out, a net change of +28 holders.
  • The largest TCW Flexible Income ETF buyer in Q4 2024 was Exchange Traded Concepts, an estimated $24.5M added.
  • The largest TCW Flexible Income ETF seller in Q4 2024 was Cary Street Partners Investment Advisory, an estimated $5.1M sold.

Based on aggregated 13F filings for Q4 2024.