F/M 3-Year Investment Grade Corporate Bond ETF
ZTRE
10 hedge funds and large institutions have $168M invested in F/M 3-Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 5 reducing their positions, and closing their positions.
43% more funds holding
Funds holding: 7 → 10 (+3)
1% more capital invested
Capital invested by funds: $167M → $168M (+$997K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.51% less ownership
Funds ownership: 112.39% → 111.88% (-0.51%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$240K |
| 2 |
CCM
Crew Capital Management
Cincinnati,
Ohio
|
+$234K |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.82K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
-$945K |
| 2 |
FMI
F/M Investments
Washington,
District of Columbia
|
-$109K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$108K |
| 4 |
Jane Street
New York
|
-$68.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$6.36K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMI
1
F/M Investments
Washington,
District of Columbia
| $148M | -$109K | -2,170 | -0.1% |
|
|
2
Lido Advisors
Los Angeles,
California
| $18.5M | -$945K | -18,721 | -5% |
|
|
3
Citadel Advisors
Miami,
Florida
| $677K | -$108K | -2,148 | -14% |
|
|
4
Jane Street
New York
| $494K | -$68.5K | -1,357 | -12% |
|
|
CBT
5
Crews Bank & Trust
Wauchula,
Florida
| $453K | – | – | – |
|
|
6
Raymond James Financial
St Petersburg,
Florida
| $242K | +$240K | +4,759 | New |
|
|
CCM
7
Crew Capital Management
Cincinnati,
Ohio
| $236K | +$234K | +4,642 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $3.81K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $3.76K | -$6.36K | -126 | -63% |
|
|
10
US Bancorp
Minneapolis,
Minnesota
| $1.83K | +$1.82K | +36 | New |
|
ZTRE Hedge Fund Activity: Q1 2025 in Review
10 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in F/M 3-Year Investment Grade Corporate Bond ETF (ZTRE) for Q1 2025, worth a combined $168M — up 0.6% from $167M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ZTRE positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 5 trimmed.
The largest buyer was Raymond James Financial, opening a new position worth an estimated $240K. The largest seller was Lido Advisors, cutting an estimated $945K.
- 10 institutional investors held F/M 3-Year Investment Grade Corporate Bond ETF (ZTRE) as of Q1 2025, up from 7 in Q4 2024.
- Funds reported $168M of F/M 3-Year Investment Grade Corporate Bond ETF stock for Q1 2025, up 0.6% quarter-over-quarter.
- 3 funds opened new F/M 3-Year Investment Grade Corporate Bond ETF positions in Q1 2025 and 0 closed out, a net change of +3 holders.
- The largest F/M 3-Year Investment Grade Corporate Bond ETF buyer in Q1 2025 was Raymond James Financial, an estimated $240K added.
- The largest F/M 3-Year Investment Grade Corporate Bond ETF seller in Q1 2025 was Lido Advisors, an estimated $945K sold.
Based on aggregated 13F filings for Q1 2025.