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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
AI
126
Atria Investments
North Carolina
$263K -$39.1K -984 -13%
EHC
127
Everett Harris & Co
California
$261K
DWG
128
Darden Wealth Group
Michigan
$257K +$53.6K +1,350 +26%
B
129
Bensler
Washington
$239K +$239K +6,025 New
LGWM
130
Litman Gregory Wealth Management
California
$207K
OCA
131
OpenArc Corporate Advisory
Georgia
$207K +$207K +5,218 New
TFS
132
Thoroughbred Financial Services
Tennessee
$203K +$1.51K +38 +0.7%
HI
133
Harbour Investments
Wisconsin
$186K -$437 -11 -0.2%
HCM
134
Hollencrest Capital Management
California
$101K
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$94.1K +$3.14K +79 +3%
KAS
136
Kestra Advisory Services
Texas
$61.1K +$61.2K +1,543 New
BlackRock
137
BlackRock
New York
$44.7K -$437 -11 -1%
PTC
138
Private Trust Company
Ohio
$31.7K +$7.94K +200 +33%
PB
139
Pinnacle Bancorp
Nebraska
$26.5K +$19.6K +495 +286%
IA
140
IFP Advisors
Florida
$10.8K +$476 +12 +5%
TFGT
141
TS Financial Group (TSFG)
Illinois
$9K -$2.55M -64,194 -100%
GWSA
142
Global Wealth Strategies & Associates
Colorado
$2.89K +$2.9K +73 New
Goldman Sachs
143
Goldman Sachs
New York
-$4.03M -101,246 Closed
AAS
144
Ameritas Advisory Services
Nebraska
-$185K -4,639 Closed
AWM
145
AE Wealth Management
Kansas
-$131K -3,294 Closed