ZHOG
F/M Opportunistic Income ETF
ZHOG
ZHOG
11 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 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
6% less capital invested
Capital invested by funds: $42.8M → $40.3M (-$2.47M)
7.34% less ownership
Funds ownership: 94.68% → 87.34% (-7.3%)
Holders
11
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$878K | |
| 2 | +$143K | |
| 3 | +$20.7K | |
| 4 |
LPL Financial
San Diego,
California
|
+$20K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$12K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMI
1
F/M Investments
Washington,
District of Columbia
| $32.7M |
|
|||
|
CCM
2
Crew Capital Management
Cincinnati,
Ohio
| $3.92M |
|
|||
3
Bank of Montreal
Toronto,
Ontario, Canada
| $1.03M |
|
|||
|
4
LPL Financial
San Diego,
California
| $981K |
|
|||
|
EIA
5
Emerald Investment Advisers
Leola,
Pennsylvania
| $843K |
|
|||
|
HW
6
HORAN Wealth
Cincinnati,
Ohio
| $403K |
|
|||
7
Jane Street
New York
| $376K |
|
|||
|
CBT
8
Crews Bank & Trust
Wauchula,
Florida
| $51.3K |
|
|||
9
Osaic Holdings
Scottsdale,
Arizona
| $20.5K |
|
|||
|
10
UBS Group
Zurich,
Switzerland
| $11.9K |
|
|||
|
WWM
11
Western Wealth Management
Golden,
Colorado
| $9.95K |
|
|||
12
Cetera Investment Advisers
Schaumburg,
Illinois
| – |
|