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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
FAM
76
Frontier Asset Management
Wyoming
$2.13M +$115K +2,907 +6%
LOIM
77
Liberty One Investment Management
Illinois
$1.94M +$1.94M +48,947 New
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$1.77M -$19.3K -485 -1%
CWP
79
Concord Wealth Partners
Virginia
$1.71M +$445K +11,203 +35%
HighTower Advisors
80
HighTower Advisors
Illinois
$1.65M +$1.65M +41,611 New
Jones Financial Companies
81
Jones Financial Companies
Missouri
$1.64M +$878K +22,120 +114%
KFGK
82
Keystone Financial Group (Kentucky)
Kentucky
$1.6M +$383K +9,654 +31%
TF
83
Tandem Financial
Colorado
$1.59M -$648K -16,314 -28%
RC
84
Rovin Capital
Arizona
$1.57M +$102K +2,565 +7%
PS
85
Principal Securities
Iowa
$1.53M +$309K +7,777 +25%
ATC
86
Argent Trust Co
Tennessee
$1.42M +$113K +2,845 +9%
BJF
87
Blue Jean Financial
New York
$1.35M +$1.35M +34,030 New
JP Morgan Chase
88
JP Morgan Chase
New York
$1.34M +$1.33M +33,558 +12,338%
DPI
89
Diversified Portfolios Inc
Michigan
$1.23M +$956K +24,098 +342%
AF
90
Apollon Financial
South Carolina
$1.21M -$42.4K -1,069 -3%
AWM
91
Ariadne Wealth Management
California
$1.2M
EMAM
92
Encompass More Asset Management
California
$1.14M +$1.14M +28,722 New
UB
93
UMB Bank
Missouri
$1.12M
DWM
94
DeLarme Wealth Management
California
$887K +$889K +22,411 New
CPL
95
CAP Partners LLC
Tennessee
$852K +$30K +755 +4%
SIM
96
Stratos Investment Management
Ohio
$759K -$1.55K -39 -0.2%
ASN
97
Advisory Services Network
Georgia
$712K -$152K -3,827 -18%
KPWS
98
Kestra Private Wealth Services
Texas
$626K +$627K +15,801 New
AWA
99
Arkadios Wealth Advisors
Georgia
$600K -$8.49K -214 -1%
PFPG
100
Pinnacle Financial Partners (Georgia)
Georgia
$600K +$601K +15,134 New