F/M 3-Year Investment Grade Corporate Bond ETF
ZTRE
9 hedge funds and large institutions have $53.8M invested in F/M 3-Year Investment Grade Corporate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
2% less capital invested
Capital invested by funds: $55M → $53.8M (-$1.17M)
8.42% less ownership
Funds ownership: 141.1% → 132.69% (-8.4%)
10% less funds holding
Funds holding: 10 → 9 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$2.41M |
| 2 |
Goldman Sachs
New York
|
+$845K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$555K |
| 4 |
Jane Street
New York
|
+$254K |
| 5 |
CCM
Crew Capital Management
Cincinnati,
Ohio
|
+$83.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWA
Perspective Wealth Advisors
Loveland,
Colorado
|
-$1.97M |
| 2 |
FMI
F/M Investments
Washington,
District of Columbia
|
-$1.54M |
| 3 |
Lido Advisors
Los Angeles,
California
|
-$1M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$200K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMI
1
F/M Investments
Washington,
District of Columbia
| $26.3M | -$1.54M | -30,082 | -5% |
|
|
2
Lido Advisors
Los Angeles,
California
| $17.7M | -$1M | -19,583 | -5% |
|
|
3
Goldman Sachs
New York
| $3.1M | +$845K | +16,526 | +37% |
|
|
4
JP Morgan Chase
New York
| $2.38M | +$2.41M | +47,085 | New |
|
|
CCM
5
Crew Capital Management
Cincinnati,
Ohio
| $2.22M | +$83.9K | +1,640 | +4% |
|
|
6
Citadel Advisors
Miami,
Florida
| $797K | +$555K | +10,852 | +223% |
|
|
CBT
7
Crews Bank & Trust
Wauchula,
Florida
| $568K | – | – | – |
|
|
8
Jane Street
New York
| $451K | +$254K | +4,969 | +127% |
|
9
Raymond James Financial
St Petersburg,
Florida
| $241K | – | – | – |
|
|
PWA
10
Perspective Wealth Advisors
Loveland,
Colorado
| – | -$1.97M | -38,408 | Closed |
|
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$200K | -3,903 | Closed |
|
ZTRE Hedge Fund Activity: Q1 2026 in Review
9 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in F/M 3-Year Investment Grade Corporate Bond ETF (ZTRE) for Q1 2026, worth a combined $53.8M — down 2.1% from $55M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of ZTRE and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 4 added.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $2.41M. The largest seller was Perspective Wealth Advisors, exiting entirely with an estimated $1.97M sold.
- 9 institutional investors held F/M 3-Year Investment Grade Corporate Bond ETF (ZTRE) as of Q1 2026, down from 10 in Q4 2025.
- Funds reported $53.8M of F/M 3-Year Investment Grade Corporate Bond ETF stock for Q1 2026, down 2.1% quarter-over-quarter.
- 1 fund opened new F/M 3-Year Investment Grade Corporate Bond ETF positions in Q1 2026 and 2 closed out, a net change of -1 holder.
- The largest F/M 3-Year Investment Grade Corporate Bond ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $2.41M added.
- The largest F/M 3-Year Investment Grade Corporate Bond ETF seller in Q1 2026 was Perspective Wealth Advisors, an estimated $1.97M sold.
Based on aggregated 13F filings for Q1 2026.