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TCW Flexible Income ETF

142 hedge funds and large institutions have $1.89B invested in TCW Flexible Income ETF in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

867% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 3

189% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 27

46% more funds holding in top 10

Funds holding in top 10: 1319 (+6)

31% more capital invested

Capital invested by funds: $1.45B → $1.89B (+$445M)

20% more funds holding

Funds holding: 118142 (+24)

2.66% less ownership

Funds ownership: 80.28%77.63% (-2.7%)

Holders
142
Holders Change
+24
Holders Change %
+20.34%
% of All Funds
1.73%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.23%
New
29
Increased
78
Reduced
27
Closed
3
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
$205M +$14.9M +376,264 +8%
Bank of America
2
Bank of America
North Carolina
$190M +$39.6M +996,731 +26%
UBS Group
3
UBS Group
Switzerland
$115M +$23.6M +593,856 +26%
LPL Financial
4
LPL Financial
California
$99M +$12M +302,239 +14%
Morgan Stanley
5
Morgan Stanley
New York
$87.5M +$70.7M +1,781,091 +416%
FPF
6
First Pacific Financial
Washington
$86.2M +$9.43M +237,585 +12%
MCM
7
Morton Capital Management
California
$64.8M +$6.54M +164,824 +11%
CSP
8
Cary Street Partners
Virginia
$58.3M +$1.95M +49,142 +3%
M&T Bank
9
M&T Bank
New York
$53.2M +$1.31M +32,947 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$51M +$2.12M +53,369 +4%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$48.4M +$8.65M +217,951 +22%
TG
12
TCW Group
California
$47.1M
Raymond James Financial
13
Raymond James Financial
Florida
$47M +$18.1M +455,572 +62%
KMWM
14
Keudell/Morrison Wealth Management
Oregon
$46.9M +$47M +1,184,988 New
Stifel Financial
15
Stifel Financial
Missouri
$40.4M +$4.09M +103,140 +11%
FF
16
Francis Financial
$36.7M +$3.64M +91,712 +11%
Wells Fargo
17
Wells Fargo
California
$32.1M +$32.2M +810,120 New
MFA
18
Morling Financial Advisors
California
$29.2M +$1.81M +45,565 +7%
LS
19
Leelyn Smith
Illinois
$29.2M +$26.8M +675,329 +1,086%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$25.9M +$7.45M +187,623 +40%
TA
21
Tectonic Advisors
Texas
$25.6M +$2.29M +57,702 +10%
PFA
22
Peak Financial Advisors
Colorado
$25.4M +$673K +16,954 +3%
WCM
23
Weaver Capital Management
Georgia
$20.2M +$1.81M +45,635 +10%
ETC
24
Exchange Traded Concepts
Oklahoma
$19.5M +$737K +18,566 +4%
WWM
25
WJ Wealth Management
Arizona
$17.6M +$108K +2,714 +0.6%