Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TCW ETF TRUST (FLXR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
6Q ▲
Buyers last Q
75%

Smart Money Signals — FLXR

Based on 132 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added FLXR 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
132 hedge funds hold FLXR right now — the highest count in 1.8 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 — +128% more funds vs a year ago

fund count last 6Q
+74 new funds entered over the past year (+128% 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 — 75% buying

97 buying32 selling
Last quarter: 97 funds were net buyers (26 opened a brand new position + 71 added to an existing one). Only 32 were sellers (27 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~26 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 27 → 23 → 26. 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

■ 0% conviction (2yr+) ■ 52% medium ■ 48% 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 — ~26 new funds/quarter

30 → 19 → 27 → 23 → 26 new funds/Q
New funds entering each quarter: 19 → 27 → 23 → 26. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 77% of holders entered in last year

■ 0% veterans ■ 23% 1-2yr ■ 77% new
Of 132 current holders: 102 (77%) 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 — 34% AUM from major funds

34% from top-100 AUM funds
11 of 132 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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.

Hedge Fund Ownership: FLXR

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

Market Analysis: FLXR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FLXR

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 6 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: FLXR
2026 Q1 Stats Unlock in 13 days 132 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 132 111 18.92%
13F Shares 46M 34M 32.2%
Total Value $1.80B $1.37B 31.43%
New Positions 26 23 +3
Increased Positions 71 66 +5
Closed Positions 5 7 -2
Reduced Positions 27 11 +16
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FLXR

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

132 + investors

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

Top 25 institutional holders of FLXR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 First Pacific Financial 11.56% 2,285,970 $89.8M
2 PEAK FINANCIAL ADVISORS LLC 11.04% 635,012 $24.9M
3 Morton Capital Management LLC/CA 10.63% 1,820,059 $71.5M
4 Morling Financial Advisors, LLC 9.58% 793,655 $31.2M
5 Keudell/Morrison Wealth Management 8.84% 1,100,368 $43.2M
6 WJ Wealth Management, LLC 7.87% 427,989 $16.8M
7 White & Co Financial Planning Inc 7.17% 259,554 $10.2M
8 Spectrum Wealth Advisory Group, LLC 6.21% 425,095 $16.7M
9 ProCore Advisors, LLC 5.75% 95,441 $3.7M
10 Leelyn Smith, LLC 4.36% 791,161 $31.1M
11 Weaver Capital Management LLC 4.33% 507,700 $19.9M
12 Beckerman Institutional, LLC 2.88% 138,179 $5.4M
13 Peak Financial Management, Inc. 2.79% 279,656 $11.0M
14 Beacon Financial Advisory LLC 2.52% 284,209 $11.2M
15 True North Advisors, LLC 2.28% 508,913 $20.0M
16 BELLEVUE ASSET MANAGEMENT, LLC 2.27% 115,401 $4.5M
17 FAGAN ASSOCIATES, INC. 1.97% 361,180 $14.2M
18 Etesian Wealth Advisors, Inc. 1.87% 149,515 $5.9M
19 Pasadena Private Wealth, LLC 1.72% 316,105 $12.4M
20 Onyx Bridge Wealth Group LLC 1.64% 388,997 $15.3M
21 CARY STREET PARTNERS FINANCIAL LLC 1.50% 1,536,935 $60.4M
22 TECTONIC ADVISORS LLC 1.43% 687,204 $27.0M
23 BLUE JEAN FINANCIAL LLC 1.18% 36,415 $1.4M
24 Rothschild Wealth LLC 0.96% 269,643 $10.6M
25 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.78% 77,850 $3.1M
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 (FLXR)

What does the Smart Money Trend signal show for FLXR?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added FLXR 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 FLXR?

More buyers than sellers — 75% buying: Last quarter: 97 funds were net buyers (26 opened a brand new position + 71 added to an existing one). Only 32 were sellers (27 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FLXR holders?

Strong quality — 34% AUM from major funds: 11 of 132 holders rank in the top 100 by AUM, accounting for 34% 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 FLXR?

Mostly new holders — 48% 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.