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TCW Flexible Income ETF

142 hedge funds and large institutions have $1.89B invested in TCW Flexible Income ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

867% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 3

189% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 27

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

31% more capital invested

Capital invested by funds: $1.45B → $1.89B (+$445M)

20% more funds holding

Funds holding: 118142 (+24)

2.66% less ownership

Funds ownership: 80.28%77.63% (-2.7%)

Holders
142
Holders Change
+24
Holders Change %
+20.34%
% of All Funds
1.73%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.23%
New
29
Increased
78
Reduced
27
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T
26
Tidemark
California
$16.6M +$1.73M +43,532 +12%
FM
27
Family Management
New York
$15.6M +$15.6M +393,313 New
SWAG
28
Spectrum Wealth Advisory Group
California
$15M +$14.3M +360,681 +2,124%
TNA
29
True North Advisors
Texas
$14.2M +$14.2M +357,357 New
FA
30
Fagan Associates
New York
$14.1M +$1.98M +50,003 +16%
PPW
31
Pasadena Private Wealth
California
$14M +$638K +16,082 +5%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$13.1M +$4.42M +111,413 +51%
OBWG
33
Onyx Bridge Wealth Group
New York
$13.1M +$3.5M +88,249 +36%
BWP
34
BlueStem Wealth Partners
Minnesota
$11.1M -$4.58M -115,449 -29%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$10.5M +$2.55M +64,337 +32%
BFA
36
Beacon Financial Advisory
Ohio
$10.3M +$10.3M +259,835 New
AFP
37
Ausdal Financial Partners
Iowa
$9.96M +$283K +7,131 +3%
MAM
38
Madison Asset Management
Wisconsin
$9.89M +$543K +13,672 +6%
SL
39
Sentinus LLC
Illinois
$9.45M +$9.48M +238,726 New
WCFP
40
White & Co Financial Planning
Washington
$9.16M -$22.6K -570 -0.2%
PFM
41
Peak Financial Management
Massachusetts
$9.14M +$1.26M +31,687 +16%
BIG
42
Brookwood Investment Group
Arizona
$8.86M -$8.36M -210,541 -48%
DWM
43
Ducere Wealth Management
California
$7.82M +$7.84M +197,500 New
IWM
44
IHT Wealth Management
Illinois
$7.51M +$7.14M +179,847 +1,856%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$7.25M -$66.1K -1,666 -0.9%
3AM
46
3EDGE Asset Management
Florida
$7.01M +$1.54M +38,910 +28%
AAP
47
Arax Advisory Partners
Colorado
$6.87M +$6.88M +173,381 New
SPIA
48
Steward Partners Investment Advisory
New York
$6.67M +$1.17M +29,412 +21%
PSCM
49
Per Stirling Capital Management
Texas
$5.7M +$181K +4,561 +3%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$5.63M +$1.77M +44,558 +46%