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State Street Loomis Sayles Opportunistic Bond ETF
OBND
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.
New
Increased
Maintained
Reduced
Closed
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
Holders
8
Holders Change
–
Holders Change %
0%
% of All Funds
0.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
2
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFGM
1
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $26.7M | +$2.82M | +108,288 | +12% |
|
|
HW
2
Hedeker Wealth
Lincolnshire,
Illinois
| $8.35M | +$8.46M | +324,859 | New |
|
|
ACP
3
Aveo Capital Partners
Englewood,
Colorado
| $4.11M | -$269K | -10,338 | -6% |
|
|
APWA
4
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $2.8M | +$2.84M | +109,090 | New |
|
|
5
Jane Street
New York
| $2.71M | -$1.15M | -44,319 | -30% |
|
|
MWA
6
Medallion Wealth Advisors
Farmington,
Connecticut
| $332K | +$336K | +12,900 | New |
|
|
PWM
7
Perigon Wealth Management
San Francisco,
California
| $213K | +$18.4K | +705 | +9% |
|
|
AF
8
Advisornet Financial
Minnetonka,
Minnesota
| $118K | – | – | – |
|
|
9
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$615K | -23,250 | Closed |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$274K | -10,338 | Closed |
|
|
11
Wells Fargo
San Francisco,
California
| – | -$6.41K | -242 | Closed |
|