Clear Point Advisors Inc. HYBX TCW ETF TRUST

Ownership history in Clear Point Advisors Inc.  ·  5 quarters on record

AI Ownership Summary

Clear Point Advisors Inc. reported TCW ETF TRUST (HYBX) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.88% in 2025 Q1. The latest visible filing shows HYBX at 0.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HYBX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clear Point Advisors Inc.'s position in TCW ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HYBX was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Clear Point Advisors Inc. held HYBX — position size vs. price
% of Fund (quarterly)    HYBX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 32,882 +863 +2.7% 0.76% $984K 2026-02-14 (Est.) $29.58
2025 Q3 REDUCED 32,019 -936 -2.8% 0.76% $983K 2025-10-28 $29.50
2025 Q2 ADDED 32,955 +638 +2.0% 0.85% $1.0M 2025-07-17 $28.84
2025 Q1 REDUCED 32,317 -386 -1.2% 0.88% $978K 2025-04-21 $27.41
2024 Q4 INITIATED 32,703 0.85% $994K 2025-02-03 $27.91

FAQ About Clear Point Advisors Inc. and HYBX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clear Point Advisors Inc. reported owning HYBX?

Clear Point Advisors Inc. reported HYBX across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported HYBX position in Clear Point Advisors Inc.'s portfolio?

The largest reported portfolio weight for HYBX was 0.88% in 2025 Q1.

What is the latest reported HYBX position on this page?

The most recent filing on this page is 2025 Q4, when Clear Point Advisors Inc. reported 32,882 shares, equal to 0.76% of portfolio, with an estimated market value of $984K.

What does the chart on this HYBX ownership page compare?

The chart compares Clear Point Advisors Inc.'s quarterly HYBX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Clear Point Advisors Inc. time their HYBX position?

Based on 13F filing dates vs. subsequent HYBX price moves, Clear Point Advisors Inc. correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on HYBX relative to SPY over the holding period was -12.0%.

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