FLXR

TCW Flexible Income ETF
FLXR

Overview Fund Activity

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.

Holders
62
Holders Change
+27
Holders Change %
+77.14%
% of All Funds
0.83%
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
–

Top Buyers

1
CSP
1
Cary Street Partners
Virginia
$33.2M
2
ETC
2
Exchange Traded Concepts
Oklahoma
$24.3M
3
LPL Financial
3
LPL Financial
California
$22.8M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$145M
5
PPW
5
Pasadena Private Wealth
California
$8.67M

Top Sellers

1
CSPIA
1
Cary Street Partners Investment Advisory
Virginia
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$100K
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.47M
4
M&T Bank
4
M&T Bank
New York
$42.9M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$145M 3,753,977 +225,867 +6%
MCM
2
Morton Capital Management
California
$48M 1,239,732 +25,068 +2%
M&T Bank
3
M&T Bank
New York
$42.9M 1,108,240 -48,537 -4%
CSP
4
Cary Street Partners
Virginia
$33.2M 859,520 +859,520 New
ETC
5
Exchange Traded Concepts
Oklahoma
$24.3M 627,755 +627,755 New
LPL Financial
6
LPL Financial
California
$22.8M 589,359 +301,715 +105%
TA
7
Tectonic Advisors
Texas
$19.2M 496,926 +39,590 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$17.2M 444,225 +147,688 +50%
PPW
9
Pasadena Private Wealth
California
$8.67M 224,039 +224,039 New
WCFP
10
White & Co Financial Planning
Washington
$8.23M 212,874 +212,874 New
TG
11
TCW Group
California
$7.11M 183,922 – –
Osaic Holdings
12
Osaic Holdings
Arizona
$5.6M 144,854 +3,665 +3%
WCM
13
Weaver Capital Management
Georgia
$4.68M 121,037 +121,037 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.26M 110,231 +8,576 +8%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$2.54M 65,728 +10,096 +18%
LS
16
Leelyn Smith
Illinois
$2.52M 65,177 +65,177 New
3AM
17
3EDGE Asset Management
Florida
$2.34M 60,409 +60,409 New
Bank of America
18
Bank of America
North Carolina
$2.25M 58,048 +58,048 New
TF
19
Tandem Financial
Colorado
$1.59M 41,234 +41,234 New
Citadel Advisors
20
Citadel Advisors
Florida
$1.47M 37,944 -49,454 -57%
AWM
21
Ariadne Wealth Management
California
$1.45M 37,389 +37,389 New
SPIA
22
Steward Partners Investment Advisory
New York
$1.42M 36,830 +33,705 +1,079%
Jane Street
23
Jane Street
New York
$1.35M 34,900 +34,900 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.3M 33,490 -27,266 -45%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.1M 28,300 +28,300 New
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