F/M 3-Year Investment Grade Corporate Bond ETF
ZTRE
7 hedge funds and large institutions have $167M invested in F/M 3-Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and closing their positions.
316% more capital invested
Capital invested by funds: $40.2M → $167M (+$127M)
75% more funds holding
Funds holding: 4 → 7 (+3)
51.01% less ownership
Funds ownership: 163.4% → 112.39% (-51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
F/M Investments
Washington,
District of Columbia
|
+$127M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$1.22M |
| 3 |
Jane Street
New York
|
+$111K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$16.8K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$10.1K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMI
1
F/M Investments
Washington,
District of Columbia
| $146M | +$127M | +2,506,585 | +624% |
|
|
2
Lido Advisors
Los Angeles,
California
| $19.2M | +$1.22M | +24,120 | +7% |
|
|
3
Citadel Advisors
Miami,
Florida
| $778K | +$16.8K | +332 | +2% |
|
|
4
Jane Street
New York
| $557K | +$111K | +2,191 | +25% |
|
|
CBT
5
Crews Bank & Trust
Wauchula,
Florida
| $448K | +$451K | +8,925 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $10K | +$10.1K | +200 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $3.77K | +$3.79K | +75 | New |
|
ZTRE Hedge Fund Activity: Q4 2024 in Review
7 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in F/M 3-Year Investment Grade Corporate Bond ETF (ZTRE) for Q4 2024, worth a combined $167M — up 316% from $40.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ZTRE positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was F/M Investments, adding an estimated $127M.
- 7 institutional investors held F/M 3-Year Investment Grade Corporate Bond ETF (ZTRE) as of Q4 2024, up from 4 in Q3 2024.
- Funds reported $167M of F/M 3-Year Investment Grade Corporate Bond ETF stock for Q4 2024, up 316% quarter-over-quarter.
- 3 funds opened new F/M 3-Year Investment Grade Corporate Bond ETF positions in Q4 2024 and 0 closed out, a net change of +3 holders.
- The largest F/M 3-Year Investment Grade Corporate Bond ETF buyer in Q4 2024 was F/M Investments, an estimated $127M added.
Based on aggregated 13F filings for Q4 2024.