FMUB Institutional Ownership
Fidelity Municipal Bond Opportunities ETF
1W: +0.0%
1M: -2.9%
3M: -5.8%
YTD: -4.7%
1Y: -4.2%
$48.40
-0.01 (-0.01%)
Weekly Expected Move ±0.9%
$47
$48
$48
$49
$49
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — FMUB
39
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
72M
Total Invested
13
New Positions
18
Increased
5
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (43 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CWM, LLC | 1,193,840 | 58M | +172,394 | +16.9% | 4Q | SEC ↗ |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 320,712 | 16M | +160,261 | +99.9% | 4Q | SEC ↗ |
| 3 | Wealth Alliance Advisory Group, LLC | 285,829 | 14M | +1,435 | +0.5% | 2Q | SEC ↗ |
| 4 | JPMORGAN CHASE & CO | 131,398 | 6M | +49,238 | +59.9% | 5Q | SEC ↗ |
| 5 | Advyzon Investment Management, LLC | 77,577 | 4M | +25,946 | +50.3% | 2Q | SEC ↗ |
| 6 | Clarity Retirement & Wealth, LLC | 72,039 | 3M | +5,135 | +7.7% | 2Q | SEC ↗ |
| 7 | Concurrent Investment Advisors, LLC | 57,694 | 3M | -2,023 | -3.4% | 3Q | SEC ↗ |
| 8 | LPL Financial LLC | 50,239 | 2M | +35,114 | +232.2% | 2Q | SEC ↗ |
| 9 | HICKS CAPITAL MANAGEMENT LLC | 49,866 | 2M | +16,766 | +50.7% | 4Q | SEC ↗ |
| 10 | IHT Wealth Management, LLC | 34,815 | 2M | +22,705 | +187.5% | 3Q | SEC ↗ |
| 11 | Advisory Services Network, LLC | 31,629 | 2M | +5,497 | +21.0% | 4Q | SEC ↗ |
| 12 | Cambridge Investment Research Advisors NEW | 28,575 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 13 | Avidian Wealth Enterprises, LLC | 28,300 | 1M | — | +0.0% | 4Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 21,461 | 1M | +7,324 | +51.8% | 5Q | SEC ↗ |
| 15 | Landmark Wealth Management, LLC | 20,305 | 983K | +43 | +0.2% | 5Q | SEC ↗ |
| 16 | Aptus Capital Advisors, LLC | 19,803 | 958K | +2,046 | +11.5% | 4Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 18,126 | 877K | +5,452 | +43.0% | 3Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC NEW | 17,351 | 840K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Kestra Advisory Services, LLC | 14,228 | 689K | +852 | +6.4% | 4Q | SEC ↗ |
| 20 | JANE STREET GROUP, LLC | 14,000 | 678K | -6,429 | -31.5% | 5Q | SEC ↗ |
| 21 | GAINLINE FINANCIAL PARTNERS, LLC NEW | 13,514 | 654K | — | +0.0% | 1Q | SEC ↗ |
| 22 | J.W. COLE ADVISORS, INC. NEW | 12,957 | 627K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Cetera Investment Advisers | 12,308 | 596K | +6,916 | +128.3% | 2Q | SEC ↗ |
| 24 | PFG Advisors | 10,394 | 503K | +80 | +0.8% | 2Q | SEC ↗ |
| 25 | Elequin Capital, LP NEW | 9,759 | 472K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Fifth Third Securities, Inc. | 9,095 | 440K | +4,120 | +82.8% | 3Q | SEC ↗ |
| 27 | AdvisorNet Financial, Inc NEW | 7,412 | 359K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Sequoia Financial Advisors, LLC | 6,199 | 300K | — | +0.0% | 3Q | SEC ↗ |
| 29 | Physician Wealth Advisors, Inc. NEW | 6,087 | 295K | — | +0.0% | 1Q | SEC ↗ |
| 30 | IFG Advisory, LLC NEW | 5,701 | 276K | — | +0.0% | 1Q | SEC ↗ |
| 31 | NewEdge Advisors, LLC NEW | 4,572 | 221K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Inspire Advisors, LLC | 4,175 | 202K | -66 | -1.6% | 2Q | SEC ↗ |
| 33 | Integrated Wealth Concepts LLC NEW | 2,394 | 116K | — | +0.0% | 1Q | SEC ↗ |
| 34 | IFP Advisors, Inc NEW | 2,000 | 97K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Clearstead Advisors, LLC NEW | 1,961 | 95K | — | +0.0% | 1Q | SEC ↗ |
| 36 | MCF Advisors LLC | 1,280 | 62K | +400 | +45.5% | 3Q | SEC ↗ |
| 37 | Roxbury Financial LLC NEW | 300 | 15K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Mariner, LLC | 0 | 0K | -6,595 | -100.0% | 1Q | SEC ↗ |
| 39 | Sigma Planning Corp | 0 | 0K | -4,755 | -100.0% | 2Q | SEC ↗ |
| 40 | FLAGSHIP HARBOR ADVISORS, LLC | 0 | 0K | -1,118 | -100.0% | 1Q | SEC ↗ |
| 41 | Independent Advisor Alliance | 0 | 0K | -13,882 | -100.0% | 1Q | SEC ↗ |
| 42 | HRT FINANCIAL LP | 0 | 0K | -4,919 | -100.0% | 1Q | SEC ↗ |
| 43 | FMR LLC | 0 | 0K | — | — | 5Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| Cambridge Investment Research Advis | 28,575 | 1M |
| RAYMOND JAMES FINANCIAL INC | 17,351 | 840K |
| GAINLINE FINANCIAL PARTNERS, LLC | 13,514 | 654K |
| J.W. COLE ADVISORS, INC. | 12,957 | 627K |
| Elequin Capital, LP | 9,759 | 472K |
| AdvisorNet Financial, Inc | 7,412 | 359K |
| Physician Wealth Advisors, Inc. | 6,087 | 295K |
| IFG Advisory, LLC | 5,701 | 276K |
| NewEdge Advisors, LLC | 4,572 | 221K |
| Integrated Wealth Concepts LLC | 2,394 | 116K |
| IFP Advisors, Inc | 2,000 | 97K |
| Clearstead Advisors, LLC | 1,961 | 95K |
| Roxbury Financial LLC | 300 | 15K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 13,882 | 672K |
| Mariner, LLC | 6,595 | 319K |
| HRT FINANCIAL LP | 4,919 | 238K |
| Sigma Planning Corp | 4,755 | 230K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,118 | 54K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CWM, LLC | +172,394 | +16.9% | 1,193,840 |
| COMMONWEALTH EQUITY SERVICES, LLC | +160,261 | +99.9% | 320,712 |
| JPMORGAN CHASE & CO | +49,238 | +59.9% | 131,398 |
| LPL Financial LLC | +35,114 | +232.2% | 50,239 |
| Advyzon Investment Management, LLC | +25,946 | +50.3% | 77,577 |
| IHT Wealth Management, LLC | +22,705 | +187.5% | 34,815 |
| HICKS CAPITAL MANAGEMENT LLC | +16,766 | +50.7% | 49,866 |
| OSAIC HOLDINGS, INC. | +7,324 | +51.8% | 21,461 |
| Cetera Investment Advisers | +6,916 | +128.3% | 12,308 |
| Advisory Services Network, LLC | +5,497 | +21.0% | 31,629 |
| ENVESTNET ASSET MANAGEMENT INC | +5,452 | +43.0% | 18,126 |
| Clarity Retirement & Wealth, LLC | +5,135 | +7.7% | 72,039 |
| Fifth Third Securities, Inc. | +4,120 | +82.8% | 9,095 |
| Aptus Capital Advisors, LLC | +2,046 | +11.5% | 19,803 |
| Wealth Alliance Advisory Group, LLC | +1,435 | +0.5% | 285,829 |
| Kestra Advisory Services, LLC | +852 | +6.4% | 14,228 |
| MCF Advisors LLC | +400 | +45.5% | 1,280 |
| PFG Advisors | +80 | +0.8% | 10,394 |
| Landmark Wealth Management, LLC | +43 | +0.2% | 20,305 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -6,429 | -31.5% | 14,000 |
| Concurrent Investment Advisors, LLC | -2,023 | -3.4% | 57,694 |
| Inspire Advisors, LLC | -66 | -1.6% | 4,175 |