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F/M 10-Year Investment Grade Corporate Bond ETF

5 hedge funds and large institutions have $33.7M invested in F/M 10-Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more capital invested

Capital invested by funds: $13.7M → $33.7M (+$20M)

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

80.98% more ownership

Funds ownership: 98.65%179.63% (+81%)

67% more funds holding

Funds holding: 35 (+2)

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMI
1
F/M Investments
District of Columbia
$16.9M +$16.6M +324,743 New
Lido Advisors
2
Lido Advisors
California
$15M +$1.75M +34,339 +14%
Jane Street
3
Jane Street
New York
$1.2M +$381K +7,475 +48%
Citadel Advisors
4
Citadel Advisors
Florida
$274K -$69.1K -1,354 -20%
FWTB
5
First Western Trust Bank
Colorado
$273K +$268K +5,250 New

ZTEN Hedge Fund Activity: Q3 2024 in Review

5 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in F/M 10-Year Investment Grade Corporate Bond ETF (ZTEN) for Q3 2024, worth a combined $33.7M — up 146% from $13.7M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new ZTEN positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was F/M Investments, opening a new position worth an estimated $16.6M. The largest seller was Citadel Advisors, cutting an estimated $69.1K.

  • 5 institutional investors held F/M 10-Year Investment Grade Corporate Bond ETF (ZTEN) as of Q3 2024, up from 3 in Q2 2024.
  • Funds reported $33.7M of F/M 10-Year Investment Grade Corporate Bond ETF stock for Q3 2024, up 146% quarter-over-quarter.
  • 2 funds opened new F/M 10-Year Investment Grade Corporate Bond ETF positions in Q3 2024 and 0 closed out, a net change of +2 holders.
  • The largest F/M 10-Year Investment Grade Corporate Bond ETF buyer in Q3 2024 was F/M Investments, an estimated $16.6M added.
  • The largest F/M 10-Year Investment Grade Corporate Bond ETF seller in Q3 2024 was Citadel Advisors, an estimated $69.1K sold.

Based on aggregated 13F filings for Q3 2024.