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FMUN

Fidelity Systematic Municipal Bond Index ETF

20 hedge funds and large institutions have $42.3M invested in Fidelity Systematic Municipal Bond Index ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

18% more funds holding

Funds holding: 1720 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $43.8M → $42.3M (-$1.49M)

1.09% less ownership

Funds ownership: 25.84%24.75% (-1.1%)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
4
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RTC
1
Riverview Trust Company
Washington
$17.7M -$536K -10,667 -3%
Jane Street
2
Jane Street
New York
$4.56M -$3.98M -79,190 -47%
LPL Financial
3
LPL Financial
California
$4.43M -$682K -13,579 -13%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.11M -$57.5K -1,144 -1%
LPP
5
Life Planning Partners
Florida
$2.4M -$297K -5,904 -11%
GRP
6
Global Retirement Partners
California
$2.19M +$2.19M +43,572 New
FPFC
7
Financial Planning Fort Collins
Colorado
$1.73M +$1.73M +34,495 New
Osaic Holdings
8
Osaic Holdings
Arizona
$1.36M -$222K -4,424 -14%
MJFG
9
Mars Jewett Financial Group
Washington
$653K +$646K +12,868 New
AWE
10
Avidian Wealth Enterprises
Texas
$624K +$1K +20 +0.2%
EFG
11
Embree Financial Group
Illinois
$559K +$559K +11,125 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$415K -$1.14M -22,704 -73%
SPC
13
Sigma Planning Corp
Michigan
$346K +$334K +6,654 New
GWM
14
Global Wealth Management
New Jersey
$293K +$293K +5,837 New
CTA
15
Camelot Technology Advisors
California
$279K +$2.31K +46 +0.8%
CWM
16
Cahaba Wealth Management
Georgia
$236K
TCM
17
TD Capital Management
Tennessee
$176K +$1.46K +29 +0.8%
KAS
18
Kestra Advisory Services
Texas
$169K +$169K +3,355 New
IA
19
IFP Advisors
Florida
$79.3K +$502 +10 +0.6%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$23.9K -$553 -11 -2%
HF
21
HRT Financial
New York
-$375K -7,543 Closed
IAG
22
Investment Advisory Group
Massachusetts
-$247K -4,958 Closed
Mariner
23
Mariner
Kansas
-$222K -4,463 Closed
ASN
24
Advisory Services Network
Georgia
-$28.6K -574 Closed

FMUN Hedge Fund Activity: Q4 2025 in Review

20 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidelity Systematic Municipal Bond Index ETF (FMUN) for Q4 2025, worth a combined $42.3M — down 3.4% from $43.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FMUN positions and 4 closed out — a net gain of 3 holders — while 4 added to existing stakes and 8 trimmed.

The largest buyer was Global Retirement Partners, opening a new position worth an estimated $2.19M. The largest seller was Jane Street, cutting an estimated $3.98M.

  • 20 institutional investors held Fidelity Systematic Municipal Bond Index ETF (FMUN) as of Q4 2025, up from 17 in Q3 2025.
  • Funds reported $42.3M of Fidelity Systematic Municipal Bond Index ETF stock for Q4 2025, down 3.4% quarter-over-quarter.
  • 7 funds opened new Fidelity Systematic Municipal Bond Index ETF positions in Q4 2025 and 4 closed out, a net change of +3 holders.
  • The largest Fidelity Systematic Municipal Bond Index ETF buyer in Q4 2025 was Global Retirement Partners, an estimated $2.19M added.
  • The largest Fidelity Systematic Municipal Bond Index ETF seller in Q4 2025 was Jane Street, an estimated $3.98M sold.

Based on aggregated 13F filings for Q4 2025.