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TCW Flexible Income ETF (FLXR) Institutional Ownership

$38.83 +0.01 (+0.03%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for TCW Flexible Income ETF (NYSEARCA:FLXR)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$99.34M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$77.69K
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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
1/21/2025Exchange 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%
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%
12/26/2024JPMorgan Chase & Co.74,618$2.97M0.0%N/A0.000%
11/19/2024M&T Bank Corp1,156,777$46.05M0.2%+2.9%0.000%
11/18/2024Arete Wealth Advisors LLC6,698$267K0.0%N/A0.000%
11/15/2024M&T Bank Corp1,156,777$46.05M0.1%+2.9%0.000%
11/15/2024Stifel Financial Corp17,102$681K0.0%N/A0.000%
11/14/2024Captrust Financial Advisors3,528,110$140.45M0.4%+6.5%0.000%
11/7/2024CAP 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%
10/22/2024Litman Gregory Wealth Management LLC6,404$255K0.0%-18.6%0.000%
10/22/2024FSC 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%
8/8/2024Envestnet Asset Management Inc.854,919$32.64M0.0%N/A0.000%
8/2/2024Gries Financial LLC30,665$1.17M0.2%N/A0.000%
7/29/2024 Arkadios Wealth Advisors15,531$593K0.0%N/A0.000%
7/19/2024CAP Partners LLC12,901$493K0.4%N/A0.000%
7/19/2024TCW 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, 19 institutional investors and hedge funds held shares of TCW Flexible Income ETF. The most heavily invested institutionals were Captrust Financial Advisors ($140.45M), Morton Capital Management LLC CA ($47.95M), M&T Bank Corp ($46.05M), Envestnet Asset Management Inc. ($32.64M), Exchange Traded Concepts LLC ($24.28M), Cary Street Partners Asset Management LLC ($23.44M), and TCW Group Inc. ($7.02M).Learn more on FLXR's institutional investors.

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

Of the 18 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. ($854.92K), Exchange Traded Concepts LLC ($627.76K), Cary Street Partners Asset Management LLC ($230.91K), Captrust Financial Advisors ($215.58K), TCW Group Inc. ($183.92K), Morton Capital Management LLC CA ($173.76K), and JPMorgan Chase & Co. ($74.62K).

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

Institutional investors have bought a total of 2,560,226 shares in the last 24 months. This purchase volume represents approximately $99.34M 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: Litman Gregory Wealth Management LLC ($1.46K), and Arkadios Wealth Advisors ($507.00).

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

Institutional investors have sold a total of 1,966 shares in the last 24 months. This volume of shares sold represents approximately $77.69K in transactions.



This page (NYSEARCA:FLXR) was last updated on 1/21/2025 by MarketBeat.com Staff
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