F/M Opportunistic Income ETF
ZHOG
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.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more funds holding
Funds holding: 4 → 6 (+2)
3% more capital invested
Capital invested by funds: $32.8M → $33.8M (+$946K)
0.09% more ownership
Funds ownership: 86.65% → 86.75% (+0.09%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| 1 |
CCM
Crew Capital Management
Cincinnati,
Ohio
|
+$2.84M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$385K |
| 3 |
CBT
Crews Bank & Trust
Wauchula,
Florida
|
+$51.2K |
Top Sellers
| 1 |
FMI
F/M Investments
Washington,
District of Columbia
|
-$1.91M |
| 2 |
Jane Street
New York
|
-$396K |
| 3 |
LPL Financial
San Diego,
California
|
-$41.4K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$11.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMI
1
F/M Investments
Washington,
District of Columbia
| $28.7M | -$1.91M | -37,218 | -6% |
|
|
CCM
2
Crew Capital Management
Cincinnati,
Ohio
| $2.87M | +$2.84M | +55,407 | New |
|
|
3
LPL Financial
San Diego,
California
| $1.09M | -$41.4K | -808 | -4% |
|
|
AAS
4
Avantax Advisory Services
Dallas,
Texas
| $637K | -$11.7K | -228 | -2% |
|
|
5
Bank of Montreal
Toronto,
Ontario, Canada
| $390K | +$385K | +7,508 | New |
|
|
CBT
6
Crews Bank & Trust
Wauchula,
Florida
| $51.9K | +$51.2K | +1,000 | New |
|
|
7
Jane Street
New York
| – | -$396K | -7,631 | Closed |
|
ZHOG Hedge Fund Activity: Q2 2025 in Review
6 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in F/M Opportunistic Income ETF (ZHOG) for Q2 2025, worth a combined $33.8M — up 2.9% from $32.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ZHOG positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 3 trimmed.
The largest buyer was Crew Capital Management, opening a new position worth an estimated $2.84M. The largest seller was F/M Investments, cutting an estimated $1.91M.
- 6 institutional investors held F/M Opportunistic Income ETF (ZHOG) as of Q2 2025, up from 4 in Q1 2025.
- Funds reported $33.8M of F/M Opportunistic Income ETF stock for Q2 2025, up 2.9% quarter-over-quarter.
- 3 funds opened new F/M Opportunistic Income ETF positions in Q2 2025 and 1 closed out, a net change of +2 holders.
- The largest F/M Opportunistic Income ETF buyer in Q2 2025 was Crew Capital Management, an estimated $2.84M added.
- The largest F/M Opportunistic Income ETF seller in Q2 2025 was F/M Investments, an estimated $1.91M sold.
Based on aggregated 13F filings for Q2 2025.