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LSST

Natixis Loomis Sayles Short Duration Income ETF

Delisted

LSST was delisted on the 25th of September, 2024.

20 hedge funds and large institutions have $11.3M invested in Natixis Loomis Sayles Short Duration Income ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

25% more funds holding

Funds holding: 1620 (+4)

21% more capital invested

Capital invested by funds: $9.31M → $11.3M (+$1.96M)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.72M -$509K -21,606 -16%
Jane Street
2
Jane Street
New York
$2.19M +$16.5K +699 +0.8%
FA
3
Fermata Advisors
California
$1.9M +$1.9M +80,752 New
LPL Financial
4
LPL Financial
California
$729K +$441K +18,705 +152%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$653K +$654K +27,755 New
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$536K +$535K +22,712 New
CWM
7
Capital Wealth Management
Rhode Island
$494K
MCM
8
Mattern Capital Management
Colorado
$466K +$3.68K +156 +0.8%
PTP
9
Platform Technology Partners
New York
$428K -$30.1K -1,275 -7%
AWS
10
Atria Wealth Solutions
New York
$386K +$21.9K +927 +6%
PCIA
11
Prime Capital Investment Advisors
Kansas
$258K +$2.62K +111 +1%
Truist Financial
12
Truist Financial
North Carolina
$214K +$215K +9,118 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$205K -$29.1K -1,234 -12%
PTC
14
Private Trust Company
Ohio
$22.9K
Osaic Holdings
15
Osaic Holdings
Arizona
$22.3K -$132K -5,605 -86%
CFD
16
Creative Financial Designs
Indiana
$17.6K
AF
17
Advisornet Financial
Minnesota
$9.4K
UBS Group
18
UBS Group
Switzerland
$8.84K +$8.86K +376 New
CIA
19
Cape Investment Advisory
Georgia
$8.63K -$1.3K -55 -13%
Wells Fargo
20
Wells Fargo
California
$13
Citadel Advisors
21
Citadel Advisors
Florida
-$1.13M -48,130 Closed

LSST Hedge Fund Activity: Q3 2023 in Review

20 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Natixis Loomis Sayles Short Duration Income ETF (LSST) for Q3 2023, worth a combined $11.3M — up 21% from $9.31M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LSST positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Fermata Advisors, opening a new position worth an estimated $1.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.13M sold.

  • 20 institutional investors held Natixis Loomis Sayles Short Duration Income ETF (LSST) as of Q3 2023, up from 16 in Q2 2023.
  • Funds reported $11.3M of Natixis Loomis Sayles Short Duration Income ETF stock for Q3 2023, up 21% quarter-over-quarter.
  • 5 funds opened new Natixis Loomis Sayles Short Duration Income ETF positions in Q3 2023 and 1 closed out, a net change of +4 holders.
  • The largest Natixis Loomis Sayles Short Duration Income ETF buyer in Q3 2023 was Fermata Advisors, an estimated $1.9M added.
  • The largest Natixis Loomis Sayles Short Duration Income ETF seller in Q3 2023 was Citadel Advisors, an estimated $1.13M sold.

Based on aggregated 13F filings for Q3 2023.