XFIX icon

F/M Opportunistic Income ETF

6 hedge funds and large institutions have $33.8M invested in F/M Opportunistic Income ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
3
Increased
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FMI
1
F/M Investments
District of Columbia
$28.7M -$1.93M -37,218 -6%
CCM
2
Crew Capital Management
Ohio
$2.87M +$2.87M +55,407 New
LPL Financial
3
LPL Financial
California
$1.09M -$41.9K -808 -4%
AAS
4
Avantax Advisory Services
Texas
$637K -$11.8K -228 -2%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$390K +$390K +7,508 New
CBT
6
Crews Bank & Trust
Florida
$51.9K +$51.9K +1,000 New
Jane Street
7
Jane Street
New York
-$396K -7,631 Closed