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FLXR

TCW Flexible Income ETF
FLXR

33 hedge funds and large institutions have $309M invested in TCW Flexible Income ETF in 2024 Q2 according to their latest regulatory filings, with 33 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

337.42% more ownership

Funds ownership: 0% → 337.42% (+337%)

Holders
33
Holders Change
+33
Holders Change %
–
% of All Funds
0.48%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$127M
2
M&T Bank
M&T Bank
New York
+$43M
3
MCM
Morton Capital Management
California
+$40.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$32.7M
5
TA
Tectonic Advisors
Texas
+$14.8M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$126M +$127M +3,312,533 New
M&T Bank
2
M&T Bank
New York
$42.9M +$43M +1,124,596 New
MCM
3
Morton Capital Management
California
$40.7M +$40.7M +1,065,976 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$32.6M +$32.7M +854,919 New
TA
5
Tectonic Advisors
Texas
$14.8M +$14.8M +388,715 New
CSPAM
6
Cary Street Partners Asset Management
Virginia
$13.7M +$13.7M +357,806 New
LPL Financial
7
LPL Financial
California
$10.7M +$10.7M +279,497 New
TG
8
TCW Group
California
$7.02M +$7.02M +183,922 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.07M +$4.07M +106,562 New
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$2.06M +$2.06M +53,916 New
Osaic Holdings
11
Osaic Holdings
Arizona
$1.93M +$1.93M +50,496 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.47M +$1.47M +38,530 New
Jane Street
13
Jane Street
New York
$1.36M +$1.36M +35,733 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.17M +$1.17M +30,752 New
GF
15
Gries Financial
Ohio
$1.17M +$1.17M +30,665 New
AWM
16
Ariadne Wealth Management
California
$1M +$1M +26,301 New
CSPIA
17
Cary Street Partners Investment Advisory
Virginia
$901K +$901K +23,592 New
ASN
18
Advisory Services Network
Georgia
$778K +$779K +20,384 New
AWA
19
Arkadios Wealth Advisors
Georgia
$593K +$593K +15,531 New
SCA
20
Snowden Capital Advisors
New York
$532K +$532K +13,932 New
FWA
21
FSC Wealth Advisors
New York
$500K +$500K +13,095 New
CPL
22
CAP Partners LLC
Tennessee
$493K +$493K +12,901 New
CFG
23
Cooper Financial Group
California
$450K +$451K +11,796 New
CTFG
24
Capstone Triton Financial Group
Oklahoma
$342K +$342K +8,954 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$336K +$336K +8,806 New
1
2

FLXR Hedge Fund Activity: Q2 2024 in Review

33 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in TCW Flexible Income ETF (FLXR) for Q2 2024, worth a combined $309M.

Buyers outnumbered sellers: 33 funds opened new FLXR positions and 0 closed out — a net gain of 33 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $127M.

  • 33 institutional investors held TCW Flexible Income ETF (FLXR) as of Q2 2024, up from 0 in Q1 2024.
  • Funds reported $309M of TCW Flexible Income ETF stock for Q2 2024.
  • 33 funds opened new TCW Flexible Income ETF positions in Q2 2024 and 0 closed out, a net change of +33 holders.
  • The largest TCW Flexible Income ETF buyer in Q2 2024 was CAPTRUST Financial Advisors, an estimated $127M added.

Based on aggregated 13F filings for Q2 2024.