We are live on ! Find out more
FLXR

TCW Flexible Income ETF

62 hedge funds and large institutions have $425M invested in TCW Flexible Income ETF in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 5

77% more funds holding

Funds holding: 3562 (+27)

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

24% more capital invested

Capital invested by funds: $342M → $425M (+$83M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

274.75% less ownership

Funds ownership: 358.13%83.38% (-275%)

Holders
62
Holders Change
+27
Holders Change %
+77.14%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
15
Reduced
9
Closed
5
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
$145M +$8.8M +225,867 +6%
MCM
2
Morton Capital Management
California
$48M +$977K +25,068 +2%
M&T Bank
3
M&T Bank
New York
$42.9M -$1.89M -48,537 -4%
CSP
4
Cary Street Partners
Virginia
$33.2M +$33.5M +859,520 New
ETC
5
Exchange Traded Concepts
Oklahoma
$24.3M +$24.5M +627,755 New
LPL Financial
6
LPL Financial
California
$22.8M +$11.8M +301,715 +105%
TA
7
Tectonic Advisors
Texas
$19.2M +$1.54M +39,590 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$17.2M +$5.76M +147,688 +50%
PPW
9
Pasadena Private Wealth
California
$8.67M +$8.73M +224,039 New
WCFP
10
White & Co Financial Planning
Washington
$8.23M +$8.3M +212,874 New
TG
11
TCW Group
California
$7.11M
Osaic Holdings
12
Osaic Holdings
Arizona
$5.6M +$143K +3,665 +3%
WCM
13
Weaver Capital Management
Georgia
$4.68M +$4.72M +121,037 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.26M +$334K +8,576 +8%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$2.54M +$393K +10,096 +18%
LS
16
Leelyn Smith
Illinois
$2.52M +$2.54M +65,177 New
3AM
17
3EDGE Asset Management
Florida
$2.34M +$2.35M +60,409 New
Bank of America
18
Bank of America
North Carolina
$2.25M +$2.26M +58,048 New
TF
19
Tandem Financial
Colorado
$1.59M +$1.61M +41,234 New
Citadel Advisors
20
Citadel Advisors
Florida
$1.47M -$1.93M -49,454 -57%
AWM
21
Ariadne Wealth Management
California
$1.45M +$1.46M +37,389 New
SPIA
22
Steward Partners Investment Advisory
New York
$1.42M +$1.31M +33,705 +1,079%
Jane Street
23
Jane Street
New York
$1.35M +$1.36M +34,900 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.3M -$1.06M -27,266 -45%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.09M +$1.1M +28,300 New

FLXR Hedge Fund Activity: Q4 2024 in Review

62 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in TCW Flexible Income ETF (FLXR) for Q4 2024, worth a combined $425M — up 24% from $342M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FLXR positions and 5 closed out — a net gain of 28 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $24.5M. The largest seller was Cary Street Partners Investment Advisory, exiting entirely with an estimated $5.1M sold.

  • 62 institutional investors held TCW Flexible Income ETF (FLXR) as of Q4 2024, up from 35 in Q3 2024.
  • Funds reported $425M of TCW Flexible Income ETF stock for Q4 2024, up 24% quarter-over-quarter.
  • 33 funds opened new TCW Flexible Income ETF positions in Q4 2024 and 5 closed out, a net change of +28 holders.
  • The largest TCW Flexible Income ETF buyer in Q4 2024 was Exchange Traded Concepts, an estimated $24.5M added.
  • The largest TCW Flexible Income ETF seller in Q4 2024 was Cary Street Partners Investment Advisory, an estimated $5.1M sold.

Based on aggregated 13F filings for Q4 2024.