FLXR

TCW Flexible Income ETF
FLXR

Overview Fund Activity

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
Holders
72
Holders Change
+10
Holders Change %
+16.13%
% of All Funds
0.98%
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
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$42M
2
LPL Financial
LPL Financial
California
$41.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$35.4M
4
FF
Francis Financial
$18M
5
BWP
BlueStem Wealth Partners
Minnesota
$12.4M

Top Sellers

1
ETC
Exchange Traded Concepts
Oklahoma
$20.5M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Jane Street
Jane Street
New York
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$318K
5
FWA
FSC Wealth Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$159M +$12.2M +312,442 +8%
MCM
2
Morton Capital Management
California
$51.1M +$2.5M +63,837 +5%
M&T Bank
3
M&T Bank
New York
$50.9M +$7.44M +190,024 +17%
CSP
4
Cary Street Partners
Virginia
$44.9M +$11.3M +287,825 +33%
Bank of America
5
Bank of America
North Carolina
$42M +$39.7M +1,013,067 +1,745%
LPL Financial
6
LPL Financial
California
$41.3M +$18.2M +464,497 +79%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$35.4M +$18M +459,526 +103%
ETC
8
Exchange Traded Concepts
Oklahoma
$20.5M -$4.13M -105,451 -17%
TA
9
Tectonic Advisors
Texas
$20.4M +$975K +24,896 +5%
FF
10
Francis Financial
$18M +$18M +459,505 New
WCM
11
Weaver Capital Management
Georgia
$15.1M +$10.4M +264,607 +219%
BWP
12
BlueStem Wealth Partners
Minnesota
$12.4M +$12.4M +316,303 New
PPW
13
Pasadena Private Wealth
California
$8.94M +$161K +4,113 +2%
WCFP
14
White & Co Financial Planning
Washington
$8.59M +$262K +6,700 +3%
Osaic Holdings
15
Osaic Holdings
Arizona
$8.09M +$2.42M +61,673 +43%
TG
16
TCW Group
California
$7.2M – – –
WWM
17
WJ Wealth Management
Arizona
$5.84M +$5.84M +149,036 New
PFA
18
Peak Financial Advisors
Colorado
$5.84M +$5.84M +148,996 New
3AM
19
3EDGE Asset Management
Florida
$5.38M +$3.02M +77,063 +128%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$5.31M +$990K +25,280 +23%
AAP
21
Arax Advisory Partners
Colorado
$4.14M +$4.14M +105,611 New
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$3.18M +$601K +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 -$53.2K -1,358 -2%
FAM
25
Frontier Asset Management
Wyoming
$2.06M +$1.24M +31,640 +150%
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