F/M 3-Year Investment Grade Corporate Bond ETF
ZTRE
4 hedge funds and large institutions have $40.2M invested in F/M 3-Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
164% more capital invested
Capital invested by funds: $15.2M → $40.2M (+$25M)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
78.57% more ownership
Funds ownership: 84.83% → 163.4% (+79%)
33% more funds holding
Funds holding: 3 → 4 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
F/M Investments
Washington,
District of Columbia
|
+$20.4M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$5.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$350K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.84M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMI
1
F/M Investments
Washington,
District of Columbia
| $20.6M | +$20.4M | +401,756 | New |
|
|
2
Lido Advisors
Los Angeles,
California
| $18.4M | +$5.4M | +106,538 | +42% |
|
|
3
Citadel Advisors
Miami,
Florida
| $776K | +$350K | +6,899 | +84% |
|
|
4
Jane Street
New York
| $455K | -$1.84M | -36,269 | -80% |
|
ZTRE Hedge Fund Activity: Q3 2024 in Review
4 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in F/M 3-Year Investment Grade Corporate Bond ETF (ZTRE) for Q3 2024, worth a combined $40.2M — up 164% from $15.2M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new ZTRE positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was F/M Investments, opening a new position worth an estimated $20.4M. The largest seller was Jane Street, cutting an estimated $1.84M.
- 4 institutional investors held F/M 3-Year Investment Grade Corporate Bond ETF (ZTRE) as of Q3 2024, up from 3 in Q2 2024.
- Funds reported $40.2M of F/M 3-Year Investment Grade Corporate Bond ETF stock for Q3 2024, up 164% quarter-over-quarter.
- 1 fund opened new F/M 3-Year Investment Grade Corporate Bond ETF positions in Q3 2024 and 0 closed out, a net change of +1 holder.
- The largest F/M 3-Year Investment Grade Corporate Bond ETF buyer in Q3 2024 was F/M Investments, an estimated $20.4M added.
- The largest F/M 3-Year Investment Grade Corporate Bond ETF seller in Q3 2024 was Jane Street, an estimated $1.84M sold.
Based on aggregated 13F filings for Q3 2024.