F/M 3-Year Investment Grade Corporate Bond ETF
ZTRE
7 hedge funds and large institutions have $193M invested in F/M 3-Year Investment Grade Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 3 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
15% more capital invested
Capital invested by funds: $168M → $193M (+$24.7M)
10.58% more ownership
Funds ownership: 111.88% → 122.46% (+11%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
30% less funds holding
Funds holding: 10 → 7 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$17.9M |
| 2 |
FMI
F/M Investments
Washington,
District of Columbia
|
+$3.94M |
| 3 |
CCM
Crew Capital Management
Cincinnati,
Ohio
|
+$1.32M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$382K |
| 5 |
CBT
Crews Bank & Trust
Wauchula,
Florida
|
+$122K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$293K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.81K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.76K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$1.83K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMI
1
F/M Investments
Washington,
District of Columbia
| $153M | +$3.94M | +77,692 | +3% |
|
|
2
Lido Advisors
Los Angeles,
California
| $19M | +$382K | +7,547 | +2% |
|
|
3
Jane Street
New York
| $18.5M | +$17.9M | +352,504 | +3,627% |
|
|
CCM
4
Crew Capital Management
Cincinnati,
Ohio
| $1.57M | +$1.32M | +25,995 | +560% |
|
|
CBT
5
Crews Bank & Trust
Wauchula,
Florida
| $579K | +$122K | +2,400 | +27% |
|
|
6
Citadel Advisors
Miami,
Florida
| $386K | -$293K | -5,779 | -43% |
|
7
Raymond James Financial
St Petersburg,
Florida
| $243K | – | – | – |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| – | -$3.81K | -75 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$3.76K | -74 | Closed |
|
|
10
US Bancorp
Minneapolis,
Minnesota
| – | -$1.83K | -36 | Closed |
|
ZTRE Hedge Fund Activity: Q2 2025 in Review
7 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in F/M 3-Year Investment Grade Corporate Bond ETF (ZTRE) for Q2 2025, worth a combined $193M — up 15% from $168M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of ZTRE and 0 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 5 added.
The largest buyer was Jane Street, adding an estimated $17.9M. The largest seller was Citadel Advisors, cutting an estimated $293K.
- 7 institutional investors held F/M 3-Year Investment Grade Corporate Bond ETF (ZTRE) as of Q2 2025, down from 10 in Q1 2025.
- Funds reported $193M of F/M 3-Year Investment Grade Corporate Bond ETF stock for Q2 2025, up 15% quarter-over-quarter.
- 0 funds opened new F/M 3-Year Investment Grade Corporate Bond ETF positions in Q2 2025 and 3 closed out, a net change of -3 holders.
- The largest F/M 3-Year Investment Grade Corporate Bond ETF buyer in Q2 2025 was Jane Street, an estimated $17.9M added.
- The largest F/M 3-Year Investment Grade Corporate Bond ETF seller in Q2 2025 was Citadel Advisors, an estimated $293K sold.
Based on aggregated 13F filings for Q2 2025.