State Street Loomis Sayles Opportunistic Bond ETF
OBND
8 hedge funds and large institutions have $45.4M invested in State Street Loomis Sayles Opportunistic Bond ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.
32% more capital invested
Capital invested by funds: $34.3M → $45.4M (+$11M)
9.19% more ownership
Funds ownership: 83.67% → 92.85% (+9.2%)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HW
Hedeker Wealth
Lincolnshire,
Illinois
|
+$8.46M |
| 2 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$2.84M |
| 3 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
+$2.82M |
| 4 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$18.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.15M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$615K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$274K |
| 4 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$269K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$6.41K |
OBND Hedge Fund Activity: Q4 2024 in Review
8 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in State Street Loomis Sayles Opportunistic Bond ETF (OBND) for Q4 2024, worth a combined $45.4M — up 32% from $34.3M a quarter earlier.
Fund positioning in OBND was balanced in Q4 2024: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Hedeker Wealth, opening a new position worth an estimated $8.46M. The largest seller was Jane Street, cutting an estimated $1.15M.
- 8 institutional investors held State Street Loomis Sayles Opportunistic Bond ETF (OBND) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $45.4M of State Street Loomis Sayles Opportunistic Bond ETF stock for Q4 2024, up 32% quarter-over-quarter.
- 3 funds opened new State Street Loomis Sayles Opportunistic Bond ETF positions in Q4 2024 and 3 closed out, a net change of 0 holders.
- The largest State Street Loomis Sayles Opportunistic Bond ETF buyer in Q4 2024 was Hedeker Wealth, an estimated $8.46M added.
- The largest State Street Loomis Sayles Opportunistic Bond ETF seller in Q4 2024 was Jane Street, an estimated $1.15M sold.
Based on aggregated 13F filings for Q4 2024.