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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
8
Holders Change
+3
Holders Change %
+60%
% of All Funds
0.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
1
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFGM
Marshall Financial Group (Maryland)
Maryland
+$9.03M
2
Jane Street
Jane Street
New York
+$3.92M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$608K
4
Citadel Advisors
Citadel Advisors
Florida
+$270K
5
PWM
Perigon Wealth Management
California
+$198K

Top Sellers

1
NIM
Natixis Investment Managers
Massachusetts
-$8.33M
2
ACP
Aveo Capital Partners
Colorado
-$1.56M
3
LIA
Lynx Investment Advisory
District of Columbia
-$51.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFGM
1
Marshall Financial Group (Maryland)
Maryland
$24.7M +$9.03M +345,456 +59%
ACP
2
Aveo Capital Partners
Colorado
$4.51M -$1.56M -59,681 -26%
Jane Street
3
Jane Street
New York
$3.97M +$3.92M +149,787 New
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$615K +$608K +23,250 New
Citadel Advisors
5
Citadel Advisors
Florida
$274K +$270K +10,338 New
PWM
6
Perigon Wealth Management
California
$200K +$198K +7,569 New
AF
7
Advisornet Financial
Minnesota
$122K – – –
Wells Fargo
8
Wells Fargo
California
$6.41K +$6.33K +242 New
NIM
9
Natixis Investment Managers
Massachusetts
– -$8.33M -303,246 Closed
LIA
10
Lynx Investment Advisory
District of Columbia
– -$51.8K -2,012 Closed