Fidelity Sustainable Core Plus Bond ETF (FSBD)

• Market cap: $11.9M
• 1 day: 0.57%
• 5 days: 1.30%
• 1 month: 1.87%
• 3 months: 0.04%
• 6 months: -0.92%
• Year to date: 2.20%
• 1 year: 2.51%
• 5 years: -5.25%
• 10 years: -5.25%

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

18.0% less ownership

Funds ownership: 82.06% [Q3] → 64.07% (-18.0%) [Q4]

20% less funds holding

Funds holding: 5 [Q3] → 4 (-1) [Q4]

25% less capital invested

Capital invested by funds: $9.89M [Q3] → $7.46M (-$2.43M) [Q4]

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1