F/M 3-Year Investment Grade Corporate Bond ETF
ZTRE
5 hedge funds and large institutions have $24M invested in F/M 3-Year Investment Grade Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
149.41% more ownership
Funds ownership: 0% → 149.41% (+149%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$10.2M |
| 2 |
FMI
F/M Investments
Washington,
District of Columbia
|
+$9.98M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.37M |
| 4 |
Jane Street
New York
|
+$801K |
| 5 |
ZCM
Ziegler Capital Management
Chicago,
Illinois
|
+$640K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Lido Advisors
Los Angeles,
California
| $10.2M | +$10.2M | +202,713 | New |
|
|
FMI
2
F/M Investments
Washington,
District of Columbia
| $9.99M | +$9.98M | +199,300 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $2.37M | +$2.37M | +47,320 | New |
|
|
4
Jane Street
New York
| $802K | +$801K | +15,998 | New |
|
|
ZCM
5
Ziegler Capital Management
Chicago,
Illinois
| $640K | +$640K | +12,774 | New |
|
ZTRE Hedge Fund Activity: Q1 2024 in Review
5 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in F/M 3-Year Investment Grade Corporate Bond ETF (ZTRE) for Q1 2024, worth a combined $24M.
Buyers outnumbered sellers: 5 funds opened new ZTRE positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Lido Advisors, opening a new position worth an estimated $10.2M.
- 5 institutional investors held F/M 3-Year Investment Grade Corporate Bond ETF (ZTRE) as of Q1 2024, up from 0 in Q4 2023.
- Funds reported $24M of F/M 3-Year Investment Grade Corporate Bond ETF stock for Q1 2024.
- 5 funds opened new F/M 3-Year Investment Grade Corporate Bond ETF positions in Q1 2024 and 0 closed out, a net change of +5 holders.
- The largest F/M 3-Year Investment Grade Corporate Bond ETF buyer in Q1 2024 was Lido Advisors, an estimated $10.2M added.
Based on aggregated 13F filings for Q1 2024.