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 %
PAS
51
Park Avenue Securities
New York
$235K +$235K +6,081 New
VCM
52
Versant Capital Management
Arizona
$214K +$214K +5,534 New
PS
53
Principal Securities
Iowa
$191K +$191K +4,936 New
US Bancorp
54
US Bancorp
Minnesota
$149K +$149K +3,841 New
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$100K -$2.79M -72,021 -97%
GRP
56
Global Retirement Partners
California
$77.1K +$77.1K +1,994 New
HCM
57
Hollencrest Capital Management
California
$49.5K +$49.5K +1,280 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$23.5K +$23.5K +607 New
GWM
59
Geneos Wealth Management
Colorado
$13.9K +$13.9K +359 New
Morgan Stanley
60
Morgan Stanley
New York
$11.6K +$11.6K +300 New
SL
61
Salomon & Ludwin
Virginia
$6.38K +$6.38K +165 New
Fidelity Investments
62
Fidelity Investments
Massachusetts
$39 +$39 +1 New
CSPIA
63
Cary Street Partners Investment Advisory
Virginia
– -$5.1M -128,112 Closed
AWA
64
Arete Wealth Advisors
Illinois
– -$267K -6,698 Closed
CA
65
CoreCap Advisors
Michigan
– -$87.9K -2,207 Closed
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
– -$39.8K -999 Closed
Wells Fargo
67
Wells Fargo
California
– -$14.6K -367 Closed
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