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State Street Loomis Sayles Opportunistic Bond ETF
OBND
OBND
5 hedge funds and large institutions have $29.5M invested in State Street Loomis Sayles Opportunistic Bond ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
30% more capital invested
Capital invested by funds: $22.7M → $29.5M (+$6.76M)
17.22% more ownership
Funds ownership: 60.38% → 77.59% (+17%)
29% less funds holding
Funds holding: 7 → 5 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Holders
5
Holders Change
-2
Holders Change %
-28.57%
% of All Funds
0.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
2
Increased
2
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
+$15M |
| 2 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
+$229K |
| 3 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$56.5K |
Top Sellers
| 1 |
NIM
Natixis Investment Managers
Boston,
Massachusetts
|
-$6.65M |
| 2 |
Jane Street
New York
|
-$819K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$743K |
| 4 |
VF
Virtu Financial
New York
|
-$694K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$82.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFGM
1
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $15.1M | +$15M | +585,451 | New |
|
|
NIM
2
Natixis Investment Managers
Boston,
Massachusetts
| $8.33M | -$6.65M | -259,107 | -46% |
|
|
ACP
3
Aveo Capital Partners
Englewood,
Colorado
| $5.91M | +$229K | +8,927 | +4% |
|
|
AF
4
Advisornet Financial
Minnetonka,
Minnesota
| $118K | +$56.5K | +2,200 | +92% |
|
|
LIA
5
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| $51.8K | +$51.7K | +2,012 | New |
|
|
6
Jane Street
New York
| – | -$819K | -31,468 | Closed |
|
|
7
Citadel Advisors
Miami,
Florida
| – | -$743K | -28,516 | Closed |
|
|
VF
8
Virtu Financial
New York
| – | -$694K | -26,653 | Closed |
|
|
9
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$82.3K | -3,159 | Closed |
|