F/M Opportunistic Income ETF
ZHOG
4 hedge funds and large institutions have $32.8M invested in F/M Opportunistic Income ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
3% more capital invested
Capital invested by funds: $31.7M → $32.8M (+$1.09M)
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
4.88% less ownership
Funds ownership: 91.54% → 86.65% (-4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$648K |
| 2 |
FMI
F/M Investments
Washington,
District of Columbia
|
+$643K |
| 3 |
LPL Financial
San Diego,
California
|
+$252K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$533K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$10.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMI
1
F/M Investments
Washington,
District of Columbia
| $30.6M | +$643K | +12,418 | +2% |
|
|
2
LPL Financial
San Diego,
California
| $1.13M | +$252K | +4,869 | +29% |
|
|
AAS
3
Avantax Advisory Services
Dallas,
Texas
| $649K | +$648K | +12,507 | New |
|
|
4
Jane Street
New York
| $396K | -$533K | -10,295 | -57% |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$10.7K | -207 | Closed |
|
ZHOG Hedge Fund Activity: Q1 2025 in Review
4 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in F/M Opportunistic Income ETF (ZHOG) for Q1 2025, worth a combined $32.8M — up 3.4% from $31.7M a quarter earlier.
Fund positioning in ZHOG was balanced in Q1 2025: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $648K. The largest seller was Jane Street, cutting an estimated $533K.
- 4 institutional investors held F/M Opportunistic Income ETF (ZHOG) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $32.8M of F/M Opportunistic Income ETF stock for Q1 2025, up 3.4% quarter-over-quarter.
- 1 fund opened new F/M Opportunistic Income ETF positions in Q1 2025 and 1 closed out, a net change of 0 holders.
- The largest F/M Opportunistic Income ETF buyer in Q1 2025 was Avantax Advisory Services, an estimated $648K added.
- The largest F/M Opportunistic Income ETF seller in Q1 2025 was Jane Street, an estimated $533K sold.
Based on aggregated 13F filings for Q1 2025.