F/M 3-Year Investment Grade Corporate Bond ETF
ZTRE
10 hedge funds and large institutions have $55M invested in F/M 3-Year Investment Grade Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
11% more funds holding
Funds holding: 9 → 10 (+1)
4.78% more ownership
Funds ownership: 136.33% → 141.1% (+4.8%)
3% more capital invested
Capital invested by funds: $53.2M → $55M (+$1.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
F/M Investments
Washington,
District of Columbia
|
+$667K |
| 2 |
CCM
Crew Capital Management
Cincinnati,
Ohio
|
+$433K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$200K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$45.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.39M |
| 2 |
CBT
Crews Bank & Trust
Wauchula,
Florida
|
-$57.7K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$8.11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FMI
1
F/M Investments
Washington,
District of Columbia
| $28.1M | +$667K | +13,017 | +2% |
|
2
Lido Advisors
Los Angeles,
California
| $19M | – | – | – |
|
3
Goldman Sachs
New York
| $2.29M | – | – | – |
|
|
CCM
4
Crew Capital Management
Cincinnati,
Ohio
| $2.16M | +$433K | +8,453 | +25% |
|
|
PWA
5
Perspective Wealth Advisors
Loveland,
Colorado
| $1.97M | +$1.97M | +38,408 | New |
|
|
CBT
6
Crews Bank & Trust
Wauchula,
Florida
| $574K | -$57.7K | -1,125 | -9% |
|
|
7
Citadel Advisors
Miami,
Florida
| $249K | +$45.9K | +895 | +23% |
|
8
Raymond James Financial
St Petersburg,
Florida
| $244K | – | – | – |
|
|
9
Jane Street
New York
| $201K | -$1.39M | -27,081 | -87% |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $200K | +$200K | +3,903 | New |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$8.11K | -158 | Closed |
|
ZTRE Hedge Fund Activity: Q4 2025 in Review
10 of the 8,227 institutional investors tracked by Wall St. Rank reported a position in F/M 3-Year Investment Grade Corporate Bond ETF (ZTRE) for Q4 2025, worth a combined $55M — up 3.4% from $53.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ZTRE positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was F/M Investments, adding an estimated $667K. The largest seller was Jane Street, cutting an estimated $1.39M.
- 10 institutional investors held F/M 3-Year Investment Grade Corporate Bond ETF (ZTRE) as of Q4 2025, up from 9 in Q3 2025.
- Funds reported $55M of F/M 3-Year Investment Grade Corporate Bond ETF stock for Q4 2025, up 3.4% quarter-over-quarter.
- 2 funds opened new F/M 3-Year Investment Grade Corporate Bond ETF positions in Q4 2025 and 1 closed out, a net change of +1 holder.
- The largest F/M 3-Year Investment Grade Corporate Bond ETF buyer in Q4 2025 was F/M Investments, an estimated $667K added.
- The largest F/M 3-Year Investment Grade Corporate Bond ETF seller in Q4 2025 was Jane Street, an estimated $1.39M sold.
Based on aggregated 13F filings for Q4 2025.