F/M 3-Year Investment Grade Corporate Bond ETF
ZTRE
9 hedge funds and large institutions have $52.1M invested in F/M 3-Year Investment Grade Corporate Bond ETF in 2026 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
3% less capital invested
Capital invested by funds: $53.8M → $52.1M (-$1.75M)
3.9% less ownership
Funds ownership: 132.69% → 128.78% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
F/M Investments
Washington,
District of Columbia
|
+$2.04M |
| 2 |
CCM
Crew Capital Management
Cincinnati,
Ohio
|
+$472K |
| 3 |
HW
HORAN Wealth
Cincinnati,
Ohio
|
+$236K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$151K |
| 5 |
Jane Street
New York
|
+$71.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.1M |
| 2 |
Lido Advisors
Los Angeles,
California
|
-$1.21M |
| 3 |
JP Morgan Chase
New York
|
-$244K |
| 4 |
CBT
Crews Bank & Trust
Wauchula,
Florida
|
-$50.7K |
ZTRE Hedge Fund Activity: Q2 2026 in Review
9 of the 8,317 institutional investors tracked by Wall St. Rank reported a position in F/M 3-Year Investment Grade Corporate Bond ETF (ZTRE) for Q2 2026, worth a combined $52.1M — down 3.2% from $53.8M a quarter earlier.
Fund positioning in ZTRE was balanced in Q2 2026: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 3 trimmed.
The largest buyer was F/M Investments, adding an estimated $2.04M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.1M sold.
- 9 institutional investors held F/M 3-Year Investment Grade Corporate Bond ETF (ZTRE) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $52.1M of F/M 3-Year Investment Grade Corporate Bond ETF stock for Q2 2026, down 3.2% quarter-over-quarter.
- 1 fund opened new F/M 3-Year Investment Grade Corporate Bond ETF positions in Q2 2026 and 1 closed out, a net change of 0 holders.
- The largest F/M 3-Year Investment Grade Corporate Bond ETF buyer in Q2 2026 was F/M Investments, an estimated $2.04M added.
- The largest F/M 3-Year Investment Grade Corporate Bond ETF seller in Q2 2026 was Goldman Sachs, an estimated $3.1M sold.
Based on aggregated 13F filings for Q2 2026.