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F/M 2-Year Investment Grade Corporate Bond ETF

9 hedge funds and large institutions have $139M invested in F/M 2-Year Investment Grade Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 69 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.83% less ownership

Funds ownership: 104.51%103.67% (-0.83%)

11% less capital invested

Capital invested by funds: $156M → $139M (-$17M)

75% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 4

Holders
9
Holders Change
+3
Holders Change %
+50%
% of All Funds
0.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
1
Reduced
4
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
$129M -$18.5M -367,816 -13%
Lido Advisors
2
Lido Advisors
California
$6.07M -$1.03M -20,443 -15%
Jane Street
3
Jane Street
New York
$2.07M +$1.16M +23,024 +129%
Citadel Advisors
4
Citadel Advisors
Florida
$628K -$88.1K -1,746 -12%
CBT
5
Crews Bank & Trust
Florida
$452K
Raymond James Financial
6
Raymond James Financial
Florida
$276K +$275K +5,456 New
CCM
7
Crew Capital Management
Ohio
$265K +$264K +5,234 New
Creative Planning
8
Creative Planning
Kansas
$202K -$11.4K -226 -5%
US Bancorp
9
US Bancorp
Minnesota
$2.73K +$2.72K +54 New

ZTWO Hedge Fund Activity: Q1 2025 in Review

9 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in F/M 2-Year Investment Grade Corporate Bond ETF (ZTWO) for Q1 2025, worth a combined $139M — down 11% from $156M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ZTWO positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, adding an estimated $1.16M. The largest seller was F/M Investments, cutting an estimated $18.5M.

  • 9 institutional investors held F/M 2-Year Investment Grade Corporate Bond ETF (ZTWO) as of Q1 2025, up from 6 in Q4 2024.
  • Funds reported $139M of F/M 2-Year Investment Grade Corporate Bond ETF stock for Q1 2025, down 11% quarter-over-quarter.
  • 3 funds opened new F/M 2-Year Investment Grade Corporate Bond ETF positions in Q1 2025 and 0 closed out, a net change of +3 holders.
  • The largest F/M 2-Year Investment Grade Corporate Bond ETF buyer in Q1 2025 was Jane Street, an estimated $1.16M added.
  • The largest F/M 2-Year Investment Grade Corporate Bond ETF seller in Q1 2025 was F/M Investments, an estimated $18.5M sold.

Based on aggregated 13F filings for Q1 2025.