Tcw ETF Trust (AIFD) Hedge Fund Ownership (Q2 2026)

Tcw ETF Trust (AIFD)

33 + Investors. Track Smart Money conviction in AIFD. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — AIFD

Based on 33 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added AIFD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

33 hedge funds hold AIFD right now — the highest count in 2.2 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +57% more funds vs a year ago

fund count last 6Q

+12 new funds entered over the past year (+57% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 76% buying

25 buying8 selling

Last quarter: 25 funds were net buyers (12 opened a brand new position + 13 added to an existing one). Only 8 were sellers (3 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 5 → 6 → 7 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 48% entered in last year

■ 15% conviction (2yr+) ■ 36% medium ■ 48% new

Only 5 funds (15%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💰

Value +160% but shares only +80% — price-driven

Value

+160%

+80%

Last quarter: the total dollar value of institutional holdings rose +160%, but actual share count only changed +80%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

7 → 5 → 6 → 7 → 12 new funds/Q

New funds entering each quarter: 5 → 6 → 7 → 12. A growing number of institutions are discovering AIFD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 63% of holders entered in last year

■ 0% veterans ■ 37% 1-2yr ■ 63% new

Of 35 current holders: 22 (63%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds

7 of 33 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

5.0

out of 10

Moderate Exit Risk

Exit risk score 5.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	33	26	26.92%
13F Shares	740K	410K	80.41%
Total Value	$40M	$15M	160.17%
New Positions	12	7	+5
Increased Positions	13	4	+9
Closed Positions	5	4	+1
Reduced Positions	3	6	-3
Total Calls	1	0	100%
Total Puts	1	0	100%
PUT/CALL Ratio	1.0	0.0	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

26.92%

13F Shares

740K

410K

80.41%

Total Value

$40M

$15M

160.17%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-3

Total Calls

100%

Total Puts

100%

PUT/CALL Ratio

1.0

0.0

Neutral

Institutional Holders (2026 Q2)

33 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AIFD. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 AIFD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	GK Wealth Management LLC	0.23%	7,884	$437K
2	KPP Advisory Services LLC	0.09%	12,421	$689K
3	Revisor Wealth Management LLC	0.07%	5,558	$308K
4	Tcw Group Inc	0.05%	138,153	$7.7M
5	Global Retirement Partners, LLC	0.02%	21,641	$1.2M
6	Sigma Planning Corp	0.02%	12,388	$687K
7	Mesirow Financial Investment Management, Inc.	0.01%	13,536	$750K
8	Cyndeo Wealth Partners, LLC	0.01%	4,341	$241K
9	Mutual Advisors, LLC	0.01%	10,020	$555K
10	J.W. Cole Advisors, INC.	0.01%	5,905	$327K
11	Commonwealth Equity Services, LLC	0.00%	71,660	$4.0M
12	LPL Financial LLC	0.00%	194,642	$10.8M
13	Lido Advisors, LLC	0.00%	14,413	$799K
14	Front Row Advisors LLC	0.00%	109	$6K
15	Truist Financial Corp	0.00%	23,353	$1.3M
16	Raymond James Financial Inc	0.00%	97,715	$5.4M
17	Mml Investors Services, LLC	0.00%	9,268	$514K
18	Osaic Holdings, INC.	0.00%	10,434	$578K
19	HighTower Advisors, LLC	0.00%	9,920	$550K
20	Corient Private Wealth LP	0.00%	7,000	$388K
21	Harbour Investments, INC.	0.00%	606	$34K
22	Larson Financial Group LLC	0.00%	307	$17K
23	Envestnet Asset Management Inc	0.00%	19,300	$1.1M
24	Belvedere Trading LLC	0.00%	3,715	$206K
25	Susquehanna International Group, LLP	0.00%	15,687	$870K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Tcw ETF Trust (AIFD)

What does the Smart Money Trend signal show for AIFD?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added AIFD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AIFD?

More buyers than sellers — 76% buying: Last quarter: 25 funds were net buyers (12 opened a brand new position + 13 added to an existing one). Only 8 were sellers (3 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AIFD holders?

Strong quality — 31% AUM from major funds: 7 of 33 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AIFD?

Mostly new holders — 48% entered in last year: Only 5 funds (15%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Tcw ETF Trust (AIFD)

Smart Money Signals — AIFD

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +57% more funds vs a year ago

More buyers than sellers — 76% buying

Steady new buyers — ~12 new funds per quarter

Mostly new holders — 48% entered in last year

Value +160% but shares only +80% — price-driven

Growing discovery — still being found

Early stage — 63% of holders entered in last year

Strong quality — 31% AUM from major funds

Institutional Sentiment Summary — AIFD

Hedge Fund Ownership: AIFD

Market Analysis: AIFD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AIFD

Hedge Fund Positioning: AIFD

Statistics: AIFD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Tcw ETF Trust (AIFD)

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