Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tcw ETF Trust (FIXT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
38%

Smart Money Signals — FIXT

Based on 23 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 4Q
For 1 consecutive quarter, more hedge funds reduced or closed their FIXT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 74% of 1.2Y peak

74% of all-time peak
23 funds currently hold this stock — 74% of the 1.2-year high of 31 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 26% fewer funds vs a year ago

fund count last 5Q
8 fewer hedge funds hold FIXT compared to a year ago (-26% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 38% buying

10 buying16 selling
Last quarter: 16 funds sold vs only 10 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 3 → 4 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 35% entered in last year

■ 0% conviction (2yr+) ■ 65% medium ■ 35% new
Only 0 funds (0%) 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.
➡️

Steady discovery — ~4 new funds/quarter

3 → 3 → 4 → 4 new funds/Q
New funds entering each quarter: 3 → 3 → 4 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 23 current holders: 23 (100%) 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.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
7 of 23 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in FIXT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — FIXT

In 2026 Q2, 10 hedge funds were net buyers of FIXT (4 opened a new position, 6 added to an existing one), while 16 reduced or exited (8 trimmed, 8 sold completely) — a 38% buyer ratio, indicating net institutional distribution. 65% of total institutional value in FIXT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 23.

Hedge Fund Ownership: FIXT

How many hedge funds hold FIXT — quarterly history vs. share price
Quarterly hedge fund ownership of FIXT vs. share price

Market Analysis: FIXT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FIXT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: FIXT
23 + Investors

Track Smart Money conviction in FIXT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 23 27 -14.81%
13F Shares 4M 4M 4.48%
Total Value $156M $149M 4.28%
New Positions 4 4 -
Increased Positions 6 12 -6
Closed Positions 8 3 +5
Reduced Positions 8 8 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FIXT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
Return on Assets (ttm) --
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Institutional Holders (2026 Q2)

23 + investors

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

QUARTER:
Top 22 FIXT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SilverOak Wealth Management LLC 1.29% 265,257 $10.0M
2 Shum Financial Group, Inc. 0.57% 25,000 $945K
3 Benjamin Edwards Inc 0.32% 932,852 $35.3M
4 Godfrey Financial Associates, Inc. 0.04% 1,247 $47K
5 Fifth Third Securities, INC. 0.01% 5,674 $214K
6 United Capital Financial Advisors, LLC 0.01% 37,409 $1.4M
7 Signature Estate & Investment Advisors LLC 0.01% 7,375 $279K
8 Morgan Stanley 0.00% 2,288,612 $86.5M
9 Osaic Holdings, INC. 0.00% 93,711 $3.5M
10 Harbor Investment Advisory, LLC 0.00% 1,190 $45K
11 Merit Financial Group, LLC 0.00% 9,443 $357K
12 Stifel Financial Corp 0.00% 67,575 $2.6M
13 Equitable Holdings, Inc. 0.00% 7,903 $299K
14 Wells Fargo & Company/Mn 0.00% 211,549 $8.0M
15 Envestnet Asset Management Inc 0.00% 78,985 $3.0M
16 NewEdge Advisors, LLC 0.00% 4,270 $161K
17 Raymond James Financial Inc 0.00% 38,817 $1.5M
18 IFP Advisors, Inc 0.00% 392 $15K
19 LPL Financial LLC 0.00% 28,918 $1.1M
20 Royal Bank of Canada 0.00% 11,016 $416K
21 Fifth Third Bancorp 0.00% 150 $6K
22 Jones Financial Companies Lllp 0.00% 529 $20K
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 (FIXT)

What does the Smart Money Trend signal show for FIXT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FIXT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FIXT?

Heavy selling pressure — only 38% buying: Last quarter: 16 funds sold vs only 10 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for FIXT holders?

Elite ownership — 65% AUM from top-100 funds: 7 of 23 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in FIXT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FIXT?

Mostly new holders — 35% entered in last year: Only 0 funds (0%) 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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