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FMUN

Fidelity Systematic Municipal Bond Index ETF

22 hedge funds and large institutions have $38M invested in Fidelity Systematic Municipal Bond Index ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

10% more funds holding

Funds holding: 2022 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

3.5% less ownership

Funds ownership: 24.75%21.25% (-3.5%)

10% less capital invested

Capital invested by funds: $42.3M → $38M (-$4.3M)

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
8
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RTC
1
Riverview Trust Company
Washington
$17.4M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.1M +$31.9K +631 +0.8%
Jane Street
3
Jane Street
New York
$4.01M -$500K -9,893 -11%
LPL Financial
4
LPL Financial
California
$3.99M -$390K -7,715 -9%
LPP
5
Life Planning Partners
Florida
$2.22M -$148K -2,938 -6%
FPFC
6
Financial Planning Fort Collins
Colorado
$1.88M +$141K +2,798 +8%
EFG
7
Embree Financial Group
Illinois
$912K +$366K +7,252 +65%
AWE
8
Avidian Wealth Enterprises
Texas
$735K +$120K +2,369 +19%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$393K -$17.7K -351 -4%
SPC
10
Sigma Planning Corp
Michigan
$295K -$35.6K -705 -11%
GWM
11
Global Wealth Management
New Jersey
$292K +$2.37K +47 +0.8%
CTA
12
Camelot Technology Advisors
California
$278K +$2.27K +45 +0.8%
QCM
13
Quantinno Capital Management
New York
$254K +$258K +5,117 New
CWM
14
Cahaba Wealth Management
Georgia
$233K
KAS
15
Kestra Advisory Services
Texas
$204K +$38.1K +754 +22%
Osaic Holdings
16
Osaic Holdings
Arizona
$198K -$1.16M -23,056 -85%
TCM
17
TD Capital Management
Tennessee
$176K +$1.41K +28 +0.8%
ASN
18
Advisory Services Network
Georgia
$155K +$158K +3,132 New
SHIM
19
Stone House Investment Management
Pennsylvania
$140K +$142K +2,821 New
SPIA
20
Steward Partners Investment Advisory
New York
$33.4K +$33.9K +672 New
IA
21
IFP Advisors
Florida
$27.8K -$51.4K -1,017 -64%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$23K -$606 -12 -3%
MJFG
23
Mars Jewett Financial Group
Washington
-$653K -12,868 Closed