State Street Loomis Sayles Opportunistic Bond ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
OBND Hedge Fund Activity: Q2 2024 in Review
5 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in State Street Loomis Sayles Opportunistic Bond ETF (OBND) for Q2 2024, worth a combined $29.5M — up 30% from $22.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of OBND and 2 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was Marshall Financial Group (Maryland), opening a new position worth an estimated $15M. The largest seller was Natixis Investment Managers, cutting an estimated $6.65M.
- 5 institutional investors held State Street Loomis Sayles Opportunistic Bond ETF (OBND) as of Q2 2024, down from 7 in Q1 2024.
- Funds reported $29.5M of State Street Loomis Sayles Opportunistic Bond ETF stock for Q2 2024, up 30% quarter-over-quarter.
- 2 funds opened new State Street Loomis Sayles Opportunistic Bond ETF positions in Q2 2024 and 4 closed out, a net change of -2 holders.
- The largest State Street Loomis Sayles Opportunistic Bond ETF buyer in Q2 2024 was Marshall Financial Group (Maryland), an estimated $15M added.
- The largest State Street Loomis Sayles Opportunistic Bond ETF seller in Q2 2024 was Natixis Investment Managers, an estimated $6.65M sold.
Based on aggregated 13F filings for Q2 2024.