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TCW Flexible Income ETF (FLXR) Institutional Ownership

$38.97 +0.09 (+0.23%)
Closing price 02/21/2025 04:10 PM Eastern
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$38.97 0.00 (-0.01%)
As of 02/21/2025 07:43 PM Eastern
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Institutional Ownership Changes (13F Filings) for TCW Flexible Income ETF (NYSEARCA:FLXR)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$199.06M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$6.59M
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FLXR Institutional Buying and Selling by Quarter

TCW Flexible Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/20/2025Michels Family Financial LLC7,778$301K0.3%N/A0.000%
2/17/2025 Napa Wealth Management21,236$821K0.4%N/A0.000%
2/17/2025 Cetera Investment Advisers33,490$1.30M0.0%-44.9%0.000%
2/17/2025 Captrust Financial Advisors3,753,977$145.20M0.4%+6.4%0.000%
2/17/2025 Cary Street Partners Financial LLC859,520$33.25M1.1%N/A0.000%
2/17/2025 Bank of America Corp DE58,048$2.25M0.0%N/A0.000%
2/14/2025 Jane Street Group LLC34,900$1.35M0.0%N/A0.000%
2/14/2025 Bridgewealth Advisory Group LLC7,095$275K0.1%N/A0.000%
2/14/2025 Stifel Financial Corp18,291$707K0.0%+7.0%0.000%
2/13/2025 Mariner LLC17,472$676K0.0%N/A0.000%
2/13/2025 Advisory Services Network LLC19,990$773K0.0%-1.9%0.000%
2/13/2025 Envestnet Asset Management Inc.444,225$17.18M0.0%+49.8%0.000%
2/12/2025 Thoroughbred Financial Services LLC13,794$533K0.0%+18.5%0.000%
2/12/2025 JPMorgan Chase & Co.2,597$100K0.0%-96.5%0.000%
2/12/2025 Ariadne Wealth Management LP37,389$1.45M0.7%N/A0.000%
2/11/2025 LPL Financial LLC589,359$22.80M0.0%+104.9%0.000%
2/10/2025 Leelyn Smith LLC65,177$2.52M0.4%N/A0.000%
2/10/2025 Envestnet Portfolio Solutions Inc.65,728$2.54M0.0%+18.1%0.000%
2/10/2025 Commonwealth Equity Services LLC19,053$737K0.0%+85.6%0.000%
2/10/2025 Hollencrest Capital Management1,280$50K0.0%N/A0.000%
2/7/2025 Frontier Asset Management LLC21,032$814K0.3%-48.8%0.000%
2/6/2025 Vantage Financial Partners LLC13,896$537K0.1%N/A0.000%
2/6/2025 M&T Bank Corp1,108,240$42.87M0.1%-4.2%0.000%
2/6/2025 Steward Partners Investment Advisory LLC36,830$1.43M0.0%+1,078.6%0.000%
2/5/2025 US Bancorp DE3,841$149K0.0%N/A0.000%
2/5/2025 Oppenheimer & Co. Inc.10,526$407K0.0%N/A0.000%
2/3/2025 Pasadena Private Wealth LLC224,039$8.67M1.8%N/A0.000%
1/31/2025 Global Retirement Partners LLC1,994$77K0.0%N/A0.000%
1/31/2025 3EDGE Asset Management LP60,409$2.34M0.1%N/A0.000%
1/30/2025 Principal Securities Inc.4,936$191K0.0%N/A0.000%
1/29/2025 CAP Partners LLC15,762$610K0.4%+12.6%0.000%
1/28/2025 Tandem Financial LLC41,234$1.60M1.7%N/A0.000%
1/27/2025 Tectonic Advisors LLC496,926$19.22M1.3%+8.7%0.000%
1/27/2025 Weaver Capital Management LLC121,037$4.68M1.3%N/A0.000%
1/23/2025 White & Co Financial Planning Inc212,874$8.23M7.0%N/A0.000%
1/22/2025 FSC Wealth Advisors LLC14,623$566K0.4%+6.4%0.000%
1/21/2025 Exchange Traded Concepts LLC627,755$24.28M0.5%N/A0.000%
1/16/2025 UMB Bank n.a.28,231$1.09M0.0%N/A0.000%
1/15/2025 Arkadios Wealth Advisors15,985$618K0.0%-3.1%0.000%
1/15/2025 Morton Capital Management LLC CA1,239,732$47.95M9.0%+2.1%0.000%
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1/14/2025 Park Avenue Securities LLC6,081$235K0.0%N/A0.000%
1/3/2025 Versant Capital Management Inc5,534$214K0.0%N/A0.000%
12/26/2024 JPMorgan Chase & Co.74,618$2.97M0.0%N/A0.000%
11/19/2024 M&T Bank Corp1,156,777$46.05M0.2%+2.9%0.000%
11/18/2024 Arete Wealth Advisors LLC6,698$267K0.0%N/A0.000%
11/15/2024 M&T Bank Corp1,156,777$46.05M0.1%+2.9%0.000%
11/15/2024 Stifel Financial Corp17,102$681K0.0%N/A0.000%
11/14/2024 Captrust Financial Advisors3,528,110$140.45M0.4%+6.5%0.000%
11/7/2024 CAP Partners LLC13,997$557K0.4%+8.5%0.000%
10/30/2024Cary Street Partners Asset Management LLC588,718$23.44M3.0%+64.5%0.000%
10/24/2024 Arkadios Wealth Advisors16,492$657K0.0%+6.2%0.000%
10/22/2024 Litman Gregory Wealth Management LLC6,404$255K0.0%-18.6%0.000%
10/22/2024 FSC Wealth Advisors LLC13,746$547K0.4%+5.0%0.000%
10/9/2024 Morton Capital Management LLC CA1,214,664$48.36M9.5%+13.9%0.000%
8/13/2024Capstone Triton Financial Group LLC8,954$342K0.2%N/A0.000%
8/8/2024 Envestnet Asset Management Inc.854,919$32.64M0.0%N/A0.000%
8/2/2024 Gries Financial LLC30,665$1.17M0.2%N/A0.000%
7/29/2024 Arkadios Wealth Advisors15,531$593K0.0%N/A0.000%
7/19/2024 CAP Partners LLC12,901$493K0.4%N/A0.000%
7/19/2024 TCW Group Inc.183,922$7.02M0.1%N/A0.000%
(Data available from 1/1/2016 forward)

FLXR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLXR shares?

During the previous two years, 48 institutional investors and hedge funds held shares of TCW Flexible Income ETF. The most heavily invested institutionals were Captrust Financial Advisors ($145.20M), Morton Capital Management LLC CA ($47.95M), M&T Bank Corp ($42.87M), Cary Street Partners Financial LLC ($33.25M), Exchange Traded Concepts LLC ($24.28M), Cary Street Partners Asset Management LLC ($23.44M), and LPL Financial LLC ($22.80M).Learn more on FLXR's institutional investors.

Which institutional investors have been buying TCW Flexible Income ETF stock?

Of the 44 institutional investors that purchased TCW Flexible Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($1.00M), Cary Street Partners Financial LLC ($859.52K), Exchange Traded Concepts LLC ($627.76K), Captrust Financial Advisors ($441.44K), LPL Financial LLC ($301.72K), Cary Street Partners Asset Management LLC ($230.91K), and Pasadena Private Wealth LLC ($224.04K).

How much institutional buying is happening at TCW Flexible Income ETF?

Institutional investors have bought a total of 5,138,342 shares in the last 24 months. This purchase volume represents approximately $199.06M in transactions.

Which TCW Flexible Income ETF major shareholders have been selling company stock?

The following institutional investors have sold TCW Flexible Income ETF stock in the last 24 months: JPMorgan Chase & Co. ($72.02K), M&T Bank Corp ($48.54K), Cetera Investment Advisers ($27.27K), Frontier Asset Management LLC ($20.07K), Litman Gregory Wealth Management LLC ($1.46K), Arkadios Wealth Advisors ($507.00), and Advisory Services Network LLC ($394.00).

How much institutional selling is happening at TCW Flexible Income ETF?

Institutional investors have sold a total of 170,254 shares in the last 24 months. This volume of shares sold represents approximately $6.59M in transactions.



This page (NYSEARCA:FLXR) was last updated on 2/22/2025 by MarketBeat.com Staff
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