State Street Loomis Sayles Opportunistic Bond ETF
OBND
8 hedge funds and large institutions have $34.3M invested in State Street Loomis Sayles Opportunistic Bond ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
60% more funds holding
Funds holding: 5 → 8 (+3)
17% more capital invested
Capital invested by funds: $29.5M → $34.3M (+$4.87M)
6.07% more ownership
Funds ownership: 77.59% → 83.67% (+6.1%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
+$9.03M |
| 2 |
Jane Street
New York
|
+$3.92M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$608K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$270K |
| 5 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIM
Natixis Investment Managers
Boston,
Massachusetts
|
-$8.33M |
| 2 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$1.56M |
| 3 |
LIA
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
-$51.8K |
OBND Hedge Fund Activity: Q3 2024 in Review
8 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in State Street Loomis Sayles Opportunistic Bond ETF (OBND) for Q3 2024, worth a combined $34.3M — up 17% from $29.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new OBND positions and 2 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Marshall Financial Group (Maryland), adding an estimated $9.03M. The largest seller was Natixis Investment Managers, exiting entirely with an estimated $8.33M sold.
- 8 institutional investors held State Street Loomis Sayles Opportunistic Bond ETF (OBND) as of Q3 2024, up from 5 in Q2 2024.
- Funds reported $34.3M of State Street Loomis Sayles Opportunistic Bond ETF stock for Q3 2024, up 17% quarter-over-quarter.
- 5 funds opened new State Street Loomis Sayles Opportunistic Bond ETF positions in Q3 2024 and 2 closed out, a net change of +3 holders.
- The largest State Street Loomis Sayles Opportunistic Bond ETF buyer in Q3 2024 was Marshall Financial Group (Maryland), an estimated $9.03M added.
- The largest State Street Loomis Sayles Opportunistic Bond ETF seller in Q3 2024 was Natixis Investment Managers, an estimated $8.33M sold.
Based on aggregated 13F filings for Q3 2024.