ZTRE icon

F/M 3-Year Investment Grade Corporate Bond ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
+3
Holders Change %
+75%
% of All Funds
0.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
3
Increased
4
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FMI
1
F/M Investments
District of Columbia
$146M +$126M +2,506,585 +624%
Lido Advisors
2
Lido Advisors
California
$19.2M +$1.21M +24,120 +7%
Citadel Advisors
3
Citadel Advisors
Florida
$778K +$16.7K +332 +2%
Jane Street
4
Jane Street
New York
$557K +$110K +2,191 +25%
CBT
5
Crews Bank & Trust
Florida
$448K +$448K +8,925 New
UBS Group
6
UBS Group
Switzerland
$10K +$10K +200 New
Osaic Holdings
7
Osaic Holdings
Arizona
$3.77K +$3.77K +75 New