F/M 3-Year Investment Grade Corporate Bond ETF
ZTRE
9 hedge funds and large institutions have $53.2M invested in F/M 3-Year Investment Grade Corporate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 0 closing their positions.
29% more funds holding
Funds holding: 7 → 9 (+2)
13.86% more ownership
Funds ownership: 122.46% → 136.33% (+14%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
72% less capital invested
Capital invested by funds: $193M → $53.2M (-$140M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$2.28M |
| 2 |
CCM
Crew Capital Management
Cincinnati,
Ohio
|
+$154K |
| 3 |
CBT
Crews Bank & Trust
Wauchula,
Florida
|
+$51.1K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$8.07K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
F/M Investments
Washington,
District of Columbia
|
-$125M |
| 2 |
Jane Street
New York
|
-$16.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$183K |
| 4 |
Lido Advisors
Los Angeles,
California
|
-$113K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMI
1
F/M Investments
Washington,
District of Columbia
| $27.5M | -$125M | -2,447,570 | -82% |
|
|
2
Lido Advisors
Los Angeles,
California
| $19M | -$113K | -2,217 | -0.6% |
|
|
3
Goldman Sachs
New York
| $2.29M | +$2.28M | +44,677 | New |
|
|
CCM
4
Crew Capital Management
Cincinnati,
Ohio
| $1.73M | +$154K | +3,005 | +10% |
|
|
5
Jane Street
New York
| $1.59M | -$16.9M | -331,220 | -91% |
|
|
CBT
6
Crews Bank & Trust
Wauchula,
Florida
| $633K | +$51.1K | +1,000 | +9% |
|
7
Raymond James Financial
St Petersburg,
Florida
| $244K | – | – | – |
|
|
8
Citadel Advisors
Miami,
Florida
| $204K | -$183K | -3,584 | -47% |
|
|
9
UBS Group
Zurich,
Switzerland
| $8.11K | +$8.07K | +158 | New |
|
ZTRE Hedge Fund Activity: Q3 2025 in Review
9 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in F/M 3-Year Investment Grade Corporate Bond ETF (ZTRE) for Q3 2025, worth a combined $53.2M — down 72% from $193M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ZTRE positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.28M. The largest seller was F/M Investments, cutting an estimated $125M.
- 9 institutional investors held F/M 3-Year Investment Grade Corporate Bond ETF (ZTRE) as of Q3 2025, up from 7 in Q2 2025.
- Funds reported $53.2M of F/M 3-Year Investment Grade Corporate Bond ETF stock for Q3 2025, down 72% quarter-over-quarter.
- 2 funds opened new F/M 3-Year Investment Grade Corporate Bond ETF positions in Q3 2025 and 0 closed out, a net change of +2 holders.
- The largest F/M 3-Year Investment Grade Corporate Bond ETF buyer in Q3 2025 was Goldman Sachs, an estimated $2.28M added.
- The largest F/M 3-Year Investment Grade Corporate Bond ETF seller in Q3 2025 was F/M Investments, an estimated $125M sold.
Based on aggregated 13F filings for Q3 2025.