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F/M 2-Year Investment Grade Corporate Bond ETF

5 hedge funds and large institutions have $16.8M invested in F/M 2-Year Investment Grade Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

79% more capital invested

Capital invested by funds: $9.36M → $16.8M (+$7.4M)

67% more funds holding

Funds holding: 35 (+2)

43.43% more ownership

Funds ownership: 93.64%137.08% (+43%)

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMI
1
F/M Investments
District of Columbia
$7.08M +$7.01M +138,865 New
Lido Advisors
2
Lido Advisors
California
$7.04M +$805K +15,949 +13%
Citadel Advisors
3
Citadel Advisors
Florida
$1.56M +$381K +7,551 +33%
Jane Street
4
Jane Street
New York
$886K -$1.24M -24,658 -59%
Creative Planning
5
Creative Planning
Kansas
$203K +$201K +3,986 New

ZTWO Hedge Fund Activity: Q3 2024 in Review

5 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in F/M 2-Year Investment Grade Corporate Bond ETF (ZTWO) for Q3 2024, worth a combined $16.8M — up 79% from $9.36M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new ZTWO positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was F/M Investments, opening a new position worth an estimated $7.01M. The largest seller was Jane Street, cutting an estimated $1.24M.

  • 5 institutional investors held F/M 2-Year Investment Grade Corporate Bond ETF (ZTWO) as of Q3 2024, up from 3 in Q2 2024.
  • Funds reported $16.8M of F/M 2-Year Investment Grade Corporate Bond ETF stock for Q3 2024, up 79% quarter-over-quarter.
  • 2 funds opened new F/M 2-Year Investment Grade Corporate Bond ETF positions in Q3 2024 and 0 closed out, a net change of +2 holders.
  • The largest F/M 2-Year Investment Grade Corporate Bond ETF buyer in Q3 2024 was F/M Investments, an estimated $7.01M added.
  • The largest F/M 2-Year Investment Grade Corporate Bond ETF seller in Q3 2024 was Jane Street, an estimated $1.24M sold.

Based on aggregated 13F filings for Q3 2024.