F/M Opportunistic Income ETF
ZHOG
7 hedge funds and large institutions have $30.6M invested in F/M Opportunistic Income ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
17% more funds holding
Funds holding: 6 → 7 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
4.33% less ownership
Funds ownership: 86.75% → 82.42% (-4.3%)
9% less capital invested
Capital invested by funds: $33.8M → $30.6M (-$3.18M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$575K |
| 2 |
CCM
Crew Capital Management
Cincinnati,
Ohio
|
+$146K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$13.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$9.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
F/M Investments
Washington,
District of Columbia
|
-$3.44M |
| 2 |
LPL Financial
San Diego,
California
|
-$60.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMI
1
F/M Investments
Washington,
District of Columbia
| $25.4M | -$3.44M | -66,372 | -12% |
|
|
CCM
2
Crew Capital Management
Cincinnati,
Ohio
| $3.04M | +$146K | +2,821 | +5% |
|
|
3
LPL Financial
San Diego,
California
| $1.04M | -$60.6K | -1,168 | -6% |
|
|
4
Cetera Investment Advisers
Schaumburg,
Illinois
| $580K | +$575K | +11,097 | New |
|
|
5
Bank of Montreal
Toronto,
Ontario, Canada
| $406K | +$13.7K | +265 | +4% |
|
|
CBT
6
Crews Bank & Trust
Wauchula,
Florida
| $52.3K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $9.98K | +$9.9K | +191 | New |
|
ZHOG Hedge Fund Activity: Q3 2025 in Review
7 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in F/M Opportunistic Income ETF (ZHOG) for Q3 2025, worth a combined $30.6M — down 9.4% from $33.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ZHOG positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $575K. The largest seller was F/M Investments, cutting an estimated $3.44M.
- 7 institutional investors held F/M Opportunistic Income ETF (ZHOG) as of Q3 2025, up from 6 in Q2 2025.
- Funds reported $30.6M of F/M Opportunistic Income ETF stock for Q3 2025, down 9.4% quarter-over-quarter.
- 2 funds opened new F/M Opportunistic Income ETF positions in Q3 2025 and 0 closed out, a net change of +2 holders.
- The largest F/M Opportunistic Income ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $575K added.
- The largest F/M Opportunistic Income ETF seller in Q3 2025 was F/M Investments, an estimated $3.44M sold.
Based on aggregated 13F filings for Q3 2025.