F
F/m Opportunistic Income
XFIX • NASDAQ
F/m Opportunistic Income is an exchange-traded fund on NASDAQ. As of Q3 2025, 7 institutional investors hold shares in this ETF, with total holdings valued at $30.6M. F/M Investments LLC is the largest holder with a position valued at $25.4M.
Overview
Overview of institutional ownership in XFIX as of Q3 2025
All Institutions
- Institutions
- 7
- Value Held
- $30.6M
- Shares Held
- 585.2K
- Avg Position
- $4.4M
- Median Position
- $579.9K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in XFIX as of Q3 2025
| Institution | Position Value |
|---|---|
 F/M Investments LLC ETF Provider | $25.4M 0.99% of portfolio |
 Crew Capital Management, Ltd. RIA/Wealth | $3.0M 2.05% of portfolio |
L LPL Financial LLC Institution | $1.0M 0.00% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $579.9K 0.00% of portfolio |
 BANK OF MONTREAL /CAN/ Institution | $406.2K 0.00% of portfolio |
C Crews Bank & Trust Institution | $52.3K 0.01% of portfolio |
 UBS Group AG Institution | $10.0K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for XFIX in Q3 2025
- Traded
- −$2.8M
- Buyers
- 4
- Sellers
- 2
- Total Bought
- +$751.1K
- Total Sold
- −$3.5M
- Avg Position
- $4.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Cetera Investment Advisers RIA/Wealth | +$579.9K +11.1K shares |
Crew Capital Management, Ltd. RIA/Wealth | +$147.4K +2.8K shares |
BANK OF MONTREAL /CAN/ Institution | +$13.8K +265.0 shares |
UBS Group AG Institution | +$10.0K +191.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
F/M Investments LLC ETF Provider | −$3.5M −66.4K shares |
L LPL Financial LLC Institution | −$61.0K −1.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited XFIX in Q3 2025
- New Positions
- 1
- New Value
- $579.9K
- Exited Positions
- 0
- Exited Value
- -
New Positions
| Institution | Position Value |
|---|---|
Cetera Investment Advisers RIA/Wealth | $579.9K 11.1K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
| No exited positions found | |
Options Activity
Institutions with the largest Call and Put options positions in XFIX as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with XFIX as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Crew Capital Management, Ltd. RIA/Wealth | 2.05% $3.0M |
F/M Investments LLC ETF Provider | 0.99% $25.4M |
C Crews Bank & Trust Institution | 0.01% $52.3K |
Cetera Investment Advisers RIA/Wealth | 0.00% $579.9K |
L LPL Financial LLC Institution | 0.00% $1.0M |
BANK OF MONTREAL /CAN/ Institution | 0.00% $406.2K |
UBS Group AG Institution | 0.00% $10.0K |