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FLXR

TCW Flexible Income ETF

102 hedge funds and large institutions have $1.04B invested in TCW Flexible Income ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 50 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 2

257% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 14

70% more capital invested

Capital invested by funds: $612M → $1.04B (+$430M)

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

42% more funds holding

Funds holding: 72102 (+30)

0.49% less ownership

Funds ownership: 78.84%78.35% (-0.49%)

Holders
102
Holders Change
+30
Holders Change %
+41.67%
% of All Funds
1.34%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
32
Increased
50
Reduced
14
Closed
2
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
$168M +$7.9M +202,366 +5%
Bank of America
2
Bank of America
North Carolina
$102M +$59.5M +1,523,535 +142%
FPF
3
First Pacific Financial
Washington
$74.2M +$73.4M +1,881,546 New
LPL Financial
4
LPL Financial
California
$57.3M +$15.5M +398,209 +38%
MCM
5
Morton Capital Management
California
$54.2M +$2.74M +70,280 +5%
CSP
6
Cary Street Partners
Virginia
$51.4M +$6.11M +156,424 +14%
M&T Bank
7
M&T Bank
New York
$49.6M -$1.58M -40,527 -3%
UBS Group
8
UBS Group
Switzerland
$46.3M +$45.8M +1,172,725 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$41.2M +$5.51M +141,107 +16%
TG
10
TCW Group
California
$38.6M +$31M +793,607 +431%
FF
11
Francis Financial
$29.9M +$11.6M +298,090 +65%
MFA
12
Morling Financial Advisors
California
$26.4M +$26.1M +668,998 New
TA
13
Tectonic Advisors
Texas
$22.3M +$1.68M +43,171 +8%
PFA
14
Peak Financial Advisors
Colorado
$21.6M +$15.5M +398,263 +267%
Stifel Financial
15
Stifel Financial
Missouri
$20M +$18.3M +468,570 +1,203%
ETC
16
Exchange Traded Concepts
Oklahoma
$19M -$1.57M -40,203 -8%
WCM
17
Weaver Capital Management
Georgia
$16.2M +$958K +24,550 +6%
BWP
18
BlueStem Wealth Partners
Minnesota
$13.3M +$813K +20,838 +7%
Raymond James Financial
19
Raymond James Financial
Florida
$12.7M +$12.4M +316,420 +5,542%
PPW
20
Pasadena Private Wealth
California
$10.9M +$1.87M +47,824 +21%
FA
21
Fagan Associates
New York
$9.57M +$9.47M +242,581 New
AFP
22
Ausdal Financial Partners
Iowa
$9.15M +$9.05M +231,877 New
WWM
23
WJ Wealth Management
Arizona
$8.94M +$3.03M +77,559 +52%
WCFP
24
White & Co Financial Planning
Washington
$8.64M -$30.9K -791 -0.4%
Osaic Holdings
25
Osaic Holdings
Arizona
$6.18M -$1.95M -49,981 -24%

FLXR Hedge Fund Activity: Q2 2025 in Review

102 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in TCW Flexible Income ETF (FLXR) for Q2 2025, worth a combined $1.04B — up 70% from $612M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FLXR positions and 2 closed out — a net gain of 30 holders — while 50 added to existing stakes and 14 trimmed.

The largest buyer was First Pacific Financial, opening a new position worth an estimated $73.4M. The largest seller was Osaic Holdings, cutting an estimated $1.95M.

  • 102 institutional investors held TCW Flexible Income ETF (FLXR) as of Q2 2025, up from 72 in Q1 2025.
  • Funds reported $1.04B of TCW Flexible Income ETF stock for Q2 2025, up 70% quarter-over-quarter.
  • 32 funds opened new TCW Flexible Income ETF positions in Q2 2025 and 2 closed out, a net change of +30 holders.
  • The largest TCW Flexible Income ETF buyer in Q2 2025 was First Pacific Financial, an estimated $73.4M added.
  • The largest TCW Flexible Income ETF seller in Q2 2025 was Osaic Holdings, an estimated $1.95M sold.

Based on aggregated 13F filings for Q2 2025.