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F/M 2-Year Investment Grade Corporate Bond ETF

6 hedge funds and large institutions have $156M invested in F/M 2-Year Investment Grade Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

828% more capital invested

Capital invested by funds: $16.8M → $156M (+$139M)

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

20% more funds holding

Funds holding: 56 (+1)

32.57% less ownership

Funds ownership: 137.08%104.51% (-33%)

Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
4
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
$146M +$140M +2,769,022 +1,994%
Lido Advisors
2
Lido Advisors
California
$7.06M +$112K +2,224 +2%
Jane Street
3
Jane Street
New York
$898K +$23.4K +463 +3%
Citadel Advisors
4
Citadel Advisors
Florida
$712K -$828K -16,415 -54%
CBT
5
Crews Bank & Trust
Florida
$449K +$450K +8,925 New
Creative Planning
6
Creative Planning
Kansas
$212K +$11.4K +226 +6%

ZTWO Hedge Fund Activity: Q4 2024 in Review

6 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in F/M 2-Year Investment Grade Corporate Bond ETF (ZTWO) for Q4 2024, worth a combined $156M — up 828% from $16.8M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new ZTWO positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.

The largest buyer was F/M Investments, adding an estimated $140M. The largest seller was Citadel Advisors, cutting an estimated $828K.

  • 6 institutional investors held F/M 2-Year Investment Grade Corporate Bond ETF (ZTWO) as of Q4 2024, up from 5 in Q3 2024.
  • Funds reported $156M of F/M 2-Year Investment Grade Corporate Bond ETF stock for Q4 2024, up 828% quarter-over-quarter.
  • 1 fund opened new F/M 2-Year Investment Grade Corporate Bond ETF positions in Q4 2024 and 0 closed out, a net change of +1 holder.
  • The largest F/M 2-Year Investment Grade Corporate Bond ETF buyer in Q4 2024 was F/M Investments, an estimated $140M added.
  • The largest F/M 2-Year Investment Grade Corporate Bond ETF seller in Q4 2024 was Citadel Advisors, an estimated $828K sold.

Based on aggregated 13F filings for Q4 2024.