We are live on ! Find out more
OBND icon

State Street Loomis Sayles Opportunistic Bond ETF
OBND

7 hedge funds and large institutions have $9.95M invested in State Street Loomis Sayles Opportunistic Bond ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

40% more funds holding

Funds holding: 5 → 7 (+2)

20% more capital invested

Capital invested by funds: $8.26M → $9.95M (+$1.69M)

2.68% more ownership

Funds ownership: 23.55% → 26.23% (+2.7%)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$1.33M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$177K
3
Citadel Advisors
Citadel Advisors
Florida
+$101K
4
UBS Group
UBS Group
Switzerland
+$227

Top Sellers

1
ACP
Aveo Capital Partners
Colorado
-$240K
2
SCA
Stonebridge Capital Advisors
Minnesota
-$60.2K
3
VF
Virtu Financial
New York
-$29.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
1
Aveo Capital Partners
Colorado
$6.86M -$240K -9,501 -3%
Jane Street
2
Jane Street
New York
$1.38M +$1.33M +52,597 New
Citadel Advisors
3
Citadel Advisors
Florida
$806K +$101K +4,019 +15%
VF
4
Virtu Financial
New York
$666K -$29.1K -1,154 -4%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$184K +$177K +7,022 New
AF
6
Advisornet Financial
Minnesota
$62.8K – – –
UBS Group
7
UBS Group
Switzerland
$236 +$227 +9 New
SCA
8
Stonebridge Capital Advisors
Minnesota
– -$60.2K -2,400 Closed