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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
BI
51
Beckerman Institutional
New Jersey
$5M +$317K +7,996 +7%
MML Investors Services
52
MML Investors Services
Massachusetts
$4.6M +$1.32M +33,246 +40%
BAM
53
Bellevue Asset Management
Washington
$4.53M +$54.5K +1,372 +1%
LCM
54
Lunt Capital Management
Utah
$4.44M -$314K -7,912 -7%
P
55
&Partners
Tennessee
$4.43M +$1.69M +42,525 +61%
Osaic Holdings
56
Osaic Holdings
Arizona
$4.37M -$2.39M -60,330 -35%
CWM
57
Contango Wealth Management
California
$4.27M +$4.28M +107,854 New
AWM
58
Axxcess Wealth Management
California
$4.13M +$208K +5,252 +5%
EWA
59
Etesian Wealth Advisors
Oregon
$4.08M +$1.32M +33,380 +48%
CS
60
Capital Square
Tennessee
$4.06M -$1.13M -28,588 -22%
MWM
61
Maridea Wealth Management
New York
$3.86M +$815K +20,528 +27%
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$3.64M -$325K -8,186 -8%
Mariner
63
Mariner
Kansas
$3.47M +$1.02M +25,711 +42%
EH
64
Equitable Holdings
New York
$3.43M +$1.7M +42,732 +98%
PA
65
ProCore Advisors
California
$3.38M +$3.39M +85,374 New
AW
66
Atlas Wealth
Ohio
$3.3M +$148K +3,737 +5%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$3.04M +$546K +13,766 +22%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$3.02M -$295K -7,443 -9%
MFIM
69
Mesirow Financial Investment Management
Illinois
$2.79M -$548K -13,819 -16%
DADC
70
D.A. Davidson & Co
Montana
$2.7M +$95.6K +2,408 +4%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$2.47M +$509K +12,828 +26%
KAS
72
KPP Advisory Services
Kentucky
$2.37M +$420K +10,594 +22%
CSPIA
73
Cary Street Partners Investment Advisory
Virginia
$2.35M +$2.12M +53,304 +884%
VFPW
74
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.21M +$251K +6,322 +13%
OC
75
Oppenheimer & Co
New York
$2.18M +$763K +19,219 +54%