F/M Opportunistic Income ETF
ZHOG
10 hedge funds and large institutions have $40.3M invested in F/M Opportunistic Income ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
25% more funds holding
Funds holding: 8 → 10 (+2)
6% less capital invested
Capital invested by funds: $42.8M → $40.3M (-$2.48M)
7.36% less ownership
Funds ownership: 94.68% → 87.32% (-7.4%)
Top Buyers
Top Sellers
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.27M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$556K |
| 3 |
Jane Street
New York
|
-$62K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMI
1
F/M Investments
Washington,
District of Columbia
| $32.7M | +$878K | +16,933 | +3% |
|
|
CCM
2
Crew Capital Management
Cincinnati,
Ohio
| $3.92M | +$143K | +2,758 | +4% |
|
|
3
Bank of Montreal
Toronto,
Ontario, Canada
| $1.03M | -$3.27M | -63,065 | -76% |
|
4
LPL Financial
San Diego,
California
| $981K | +$20K | +385 | +2% |
|
|
EIA
5
Emerald Investment Advisers
Leola,
Pennsylvania
| $843K | +$852K | +16,427 | New |
|
|
HW
6
HORAN Wealth
Cincinnati,
Ohio
| $403K | – | – | – |
|
|
7
Jane Street
New York
| $376K | -$62K | -1,195 | -14% |
|
|
CBT
8
Crews Bank & Trust
Wauchula,
Florida
| $51.3K | – | – | – |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $20.5K | +$20.7K | +400 | New |
|
10
UBS Group
Zurich,
Switzerland
| $11.9K | +$12K | +232 | New |
|
|
11
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$556K | -10,709 | Closed |
|
ZHOG Hedge Fund Activity: Q1 2026 in Review
10 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in F/M Opportunistic Income ETF (ZHOG) for Q1 2026, worth a combined $40.3M — down 5.8% from $42.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ZHOG positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was F/M Investments, adding an estimated $878K. The largest seller was Bank of Montreal, cutting an estimated $3.27M.
- 10 institutional investors held F/M Opportunistic Income ETF (ZHOG) as of Q1 2026, up from 8 in Q4 2025.
- Funds reported $40.3M of F/M Opportunistic Income ETF stock for Q1 2026, down 5.8% quarter-over-quarter.
- 3 funds opened new F/M Opportunistic Income ETF positions in Q1 2026 and 1 closed out, a net change of +2 holders.
- The largest F/M Opportunistic Income ETF buyer in Q1 2026 was F/M Investments, an estimated $878K added.
- The largest F/M Opportunistic Income ETF seller in Q1 2026 was Bank of Montreal, an estimated $3.27M sold.
Based on aggregated 13F filings for Q1 2026.