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F/M 10-Year Investment Grade Corporate Bond ETF

8 hedge funds and large institutions have $77M invested in F/M 10-Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding

Funds holding: 58 (+3)

2.41% more ownership

Funds ownership: 125.15%127.56% (+2.4%)

3% more capital invested

Capital invested by funds: $74.4M → $77M (+$2.57M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

Holders
8
Holders Change
+3
Holders Change %
+60%
% of All Funds
0.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
2
Reduced
2
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
$55.7M +$1.96M +39,325 +4%
Lido Advisors
2
Lido Advisors
California
$17.4M +$1.86M +37,394 +12%
Jane Street
3
Jane Street
New York
$1.78M -$1.96M -39,252 -53%
Citadel Advisors
4
Citadel Advisors
Florida
$1.33M -$767K -15,400 -37%
FWTB
5
First Western Trust Bank
Colorado
$393K
CCM
6
Crew Capital Management
Ohio
$334K +$331K +6,637 New
US Bancorp
7
US Bancorp
Minnesota
$5.48K +$5.43K +109 New
UBS Group
8
UBS Group
Switzerland
$4.42K +$4.38K +88 New

ZTEN Hedge Fund Activity: Q1 2025 in Review

8 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in F/M 10-Year Investment Grade Corporate Bond ETF (ZTEN) for Q1 2025, worth a combined $77M — up 3.5% from $74.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ZTEN positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 2 trimmed.

The largest buyer was F/M Investments, adding an estimated $1.96M. The largest seller was Jane Street, cutting an estimated $1.96M.

  • 8 institutional investors held F/M 10-Year Investment Grade Corporate Bond ETF (ZTEN) as of Q1 2025, up from 5 in Q4 2024.
  • Funds reported $77M of F/M 10-Year Investment Grade Corporate Bond ETF stock for Q1 2025, up 3.5% quarter-over-quarter.
  • 3 funds opened new F/M 10-Year Investment Grade Corporate Bond ETF positions in Q1 2025 and 0 closed out, a net change of +3 holders.
  • The largest F/M 10-Year Investment Grade Corporate Bond ETF buyer in Q1 2025 was F/M Investments, an estimated $1.96M added.
  • The largest F/M 10-Year Investment Grade Corporate Bond ETF seller in Q1 2025 was Jane Street, an estimated $1.96M sold.

Based on aggregated 13F filings for Q1 2025.