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FLXR

TCW Flexible Income ETF

72 hedge funds and large institutions have $612M invested in TCW Flexible Income ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

183% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 12

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

44% more capital invested

Capital invested by funds: $425M → $612M (+$187M)

16% more funds holding

Funds holding: 6272 (+10)

4.54% less ownership

Funds ownership: 83.38%78.84% (-4.5%)

Holders
72
Holders Change
+10
Holders Change %
+16.13%
% of All Funds
0.97%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
19
Increased
34
Reduced
12
Closed
7
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
$159M +$12.2M +312,442 +8%
MCM
2
Morton Capital Management
California
$51.1M +$2.48M +63,837 +5%
M&T Bank
3
M&T Bank
New York
$50.9M +$7.39M +190,024 +17%
CSP
4
Cary Street Partners
Virginia
$44.9M +$11.2M +287,825 +33%
Bank of America
5
Bank of America
North Carolina
$42M +$39.4M +1,013,067 +1,745%
LPL Financial
6
LPL Financial
California
$41.3M +$18.1M +464,497 +79%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$35.4M +$17.9M +459,526 +103%
ETC
8
Exchange Traded Concepts
Oklahoma
$20.5M -$4.1M -105,451 -17%
TA
9
Tectonic Advisors
Texas
$20.4M +$969K +24,896 +5%
FF
10
Francis Financial
$18M +$17.9M +459,505 New
WCM
11
Weaver Capital Management
Georgia
$15.1M +$10.3M +264,607 +219%
BWP
12
BlueStem Wealth Partners
Minnesota
$12.4M +$12.3M +316,303 New
PPW
13
Pasadena Private Wealth
California
$8.94M +$160K +4,113 +2%
WCFP
14
White & Co Financial Planning
Washington
$8.59M +$261K +6,700 +3%
Osaic Holdings
15
Osaic Holdings
Arizona
$8.09M +$2.4M +61,673 +43%
TG
16
TCW Group
California
$7.2M
WWM
17
WJ Wealth Management
Arizona
$5.84M +$5.8M +149,036 New
PFA
18
Peak Financial Advisors
Colorado
$5.84M +$5.8M +148,996 New
3AM
19
3EDGE Asset Management
Florida
$5.38M +$3M +77,063 +128%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$5.31M +$984K +25,280 +23%
AAP
21
Arax Advisory Partners
Colorado
$4.14M +$4.11M +105,611 New
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$3.18M +$597K +15,352 +23%
SPIA
23
Steward Partners Investment Advisory
New York
$2.83M +$1.38M +35,338 +96%
LS
24
Leelyn Smith
Illinois
$2.5M -$52.8K -1,358 -2%
FAM
25
Frontier Asset Management
Wyoming
$2.06M +$1.23M +31,640 +150%

FLXR Hedge Fund Activity: Q1 2025 in Review

72 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in TCW Flexible Income ETF (FLXR) for Q1 2025, worth a combined $612M — up 44% from $425M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FLXR positions and 7 closed out — a net gain of 12 holders — while 34 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $39.4M. The largest seller was Exchange Traded Concepts, cutting an estimated $4.1M.

  • 72 institutional investors held TCW Flexible Income ETF (FLXR) as of Q1 2025, up from 62 in Q4 2024.
  • Funds reported $612M of TCW Flexible Income ETF stock for Q1 2025, up 44% quarter-over-quarter.
  • 19 funds opened new TCW Flexible Income ETF positions in Q1 2025 and 7 closed out, a net change of +12 holders.
  • The largest TCW Flexible Income ETF buyer in Q1 2025 was Bank of America, an estimated $39.4M added.
  • The largest TCW Flexible Income ETF seller in Q1 2025 was Exchange Traded Concepts, an estimated $4.1M sold.

Based on aggregated 13F filings for Q1 2025.