F/M Opportunistic Income ETF
ZHOG
8 hedge funds and large institutions have $42.8M invested in F/M Opportunistic Income ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
40% more capital invested
Capital invested by funds: $30.6M → $42.8M (+$12.2M)
14% more funds holding
Funds holding: 7 → 8 (+1)
12.26% more ownership
Funds ownership: 82.42% → 94.68% (+12%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
FMI
F/M Investments
Washington,
District of Columbia
|
+$6.94M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.92M |
| 3 |
CCM
Crew Capital Management
Cincinnati,
Ohio
|
+$798K |
| 4 |
Jane Street
New York
|
+$443K |
| 5 |
HW
HORAN Wealth
Cincinnati,
Ohio
|
+$403K |
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$59.2K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$20.2K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$9.98K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMI
1
F/M Investments
Washington,
District of Columbia
| $32.2M | +$6.94M | +133,293 | +27% |
|
|
2
Bank of Montreal
Toronto,
Ontario, Canada
| $4.32M | +$3.92M | +75,339 | +969% |
|
|
CCM
3
Crew Capital Management
Cincinnati,
Ohio
| $3.82M | +$798K | +15,336 | +26% |
|
|
4
LPL Financial
San Diego,
California
| $974K | -$59.2K | -1,137 | -6% |
|
|
5
Cetera Investment Advisers
Schaumburg,
Illinois
| $556K | -$20.2K | -388 | -3% |
|
|
6
Jane Street
New York
| $442K | +$443K | +8,516 | New |
|
|
HW
7
HORAN Wealth
Cincinnati,
Ohio
| $403K | +$403K | +7,748 | New |
|
|
CBT
8
Crews Bank & Trust
Wauchula,
Florida
| $52K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$9.98K | -191 | Closed |
|
ZHOG Hedge Fund Activity: Q4 2025 in Review
8 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in F/M Opportunistic Income ETF (ZHOG) for Q4 2025, worth a combined $42.8M — up 40% from $30.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ZHOG positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was F/M Investments, adding an estimated $6.94M. The largest seller was LPL Financial, cutting an estimated $59.2K.
- 8 institutional investors held F/M Opportunistic Income ETF (ZHOG) as of Q4 2025, up from 7 in Q3 2025.
- Funds reported $42.8M of F/M Opportunistic Income ETF stock for Q4 2025, up 40% quarter-over-quarter.
- 2 funds opened new F/M Opportunistic Income ETF positions in Q4 2025 and 1 closed out, a net change of +1 holder.
- The largest F/M Opportunistic Income ETF buyer in Q4 2025 was F/M Investments, an estimated $6.94M added.
- The largest F/M Opportunistic Income ETF seller in Q4 2025 was LPL Financial, an estimated $59.2K sold.
Based on aggregated 13F filings for Q4 2025.