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FLXR

TCW Flexible Income ETF

35 hedge funds and large institutions have $342M invested in TCW Flexible Income ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 4

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

20.72% more ownership

Funds ownership: 337.42%358.13% (+21%)

11% more capital invested

Capital invested by funds: $309M → $342M (+$32.9M)

6% more funds holding

Funds holding: 3335 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
16
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$140M +$8.44M +215,577 +7%
MCM
2
Morton Capital Management
California
$48.4M +$5.82M +148,688 +14%
M&T Bank
3
M&T Bank
New York
$46.1M +$1.26M +32,181 +3%
CSPAM
4
Cary Street Partners Asset Management
Virginia
$23.4M +$9.04M +230,912 +65%
TA
5
Tectonic Advisors
Texas
$18.2M +$2.69M +68,621 +18%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$11.8M -$21.9M -558,382 -65%
LPL Financial
7
LPL Financial
California
$11.5M +$319K +8,147 +3%
TG
8
TCW Group
California
$7.32M
Osaic Holdings
9
Osaic Holdings
Arizona
$5.62M +$3.55M +90,693 +180%
CSPIA
10
Cary Street Partners Investment Advisory
Virginia
$5.1M +$4.09M +104,520 +443%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.05M -$192K -4,907 -5%
Citadel Advisors
12
Citadel Advisors
Florida
$3.48M +$3.42M +87,398 New
JP Morgan Chase
13
JP Morgan Chase
New York
$2.97M +$2.92M +74,618 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.42M +$870K +22,226 +58%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$2.21M +$67.2K +1,716 +3%
FAM
16
Frontier Asset Management
Wyoming
$1.64M +$1.61M +41,102 New
ASN
17
Advisory Services Network
Georgia
$778K
WS
18
Wedbush Securities
California
$733K +$721K +18,423 New
Stifel Financial
19
Stifel Financial
Missouri
$681K +$669K +17,102 New
AWA
20
Arkadios Wealth Advisors
Georgia
$657K +$37.6K +961 +6%
SCA
21
Snowden Capital Advisors
New York
$563K +$7.91K +202 +1%
CPL
22
CAP Partners LLC
Tennessee
$557K +$42.9K +1,096 +8%
FWA
23
FSC Wealth Advisors
New York
$547K +$25.5K +651 +5%
CFG
24
Cooper Financial Group
California
$470K
TFS
25
Thoroughbred Financial Services
Tennessee
$463K +$456K +11,637 New

FLXR Hedge Fund Activity: Q3 2024 in Review

35 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TCW Flexible Income ETF (FLXR) for Q3 2024, worth a combined $342M — up 11% from $309M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FLXR positions and 8 closed out — a net gain of 2 holders — while 16 added to existing stakes and 4 trimmed.

The largest buyer was Cary Street Partners Asset Management, adding an estimated $9.04M. The largest seller was Envestnet Asset Management, cutting an estimated $21.9M.

  • 35 institutional investors held TCW Flexible Income ETF (FLXR) as of Q3 2024, up from 33 in Q2 2024.
  • Funds reported $342M of TCW Flexible Income ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 10 funds opened new TCW Flexible Income ETF positions in Q3 2024 and 8 closed out, a net change of +2 holders.
  • The largest TCW Flexible Income ETF buyer in Q3 2024 was Cary Street Partners Asset Management, an estimated $9.04M added.
  • The largest TCW Flexible Income ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $21.9M sold.

Based on aggregated 13F filings for Q3 2024.