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State Street Loomis Sayles Opportunistic Bond ETF
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9 hedge funds and large institutions have $45.6M invested in State Street Loomis Sayles Opportunistic Bond ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

13% more funds holding

Funds holding: 8 → 9 (+1)

4.97% more ownership

Funds ownership: 92.85% → 97.82% (+5%)

1% more capital invested

Capital invested by funds: $45.4M → $45.6M (+$252K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
9
Holders Change
+1
Holders Change %
+12.5%
% of All Funds
0.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
4
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APWA
Atlas Private Wealth Advisors
New Jersey
+$5.32M
2
Citadel Advisors
Citadel Advisors
Florida
+$626K
3
Wells Fargo
Wells Fargo
California
+$244K
4
HW
Hedeker Wealth
Illinois
+$211K
5
MWA
Medallion Wealth Advisors
Connecticut
+$25.9K

Top Sellers

1
ACP
Aveo Capital Partners
Colorado
-$3.04M
2
Jane Street
Jane Street
New York
-$2.71M
3
MFGM
Marshall Financial Group (Maryland)
Maryland
-$566K
4
PWM
Perigon Wealth Management
California
-$213K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFGM
1
Marshall Financial Group (Maryland)
Maryland
$26.4M -$566K -21,883 -2%
HW
2
Hedeker Wealth
Illinois
$8.63M +$211K +8,156 +3%
APWA
3
Atlas Private Wealth Advisors
New Jersey
$8.16M +$5.32M +205,829 +189%
ACP
4
Aveo Capital Partners
Colorado
$1.08M -$3.04M -117,455 -74%
Citadel Advisors
5
Citadel Advisors
Florida
$627K +$626K +24,218 New
MWA
6
Medallion Wealth Advisors
Connecticut
$359K +$25.9K +1,000 +8%
Wells Fargo
7
Wells Fargo
California
$245K +$244K +9,446 New
AF
8
Advisornet Financial
Minnesota
$144K +$25.1K +970 +21%
UBS Group
9
UBS Group
Switzerland
$2.18K +$2.17K +84 New
Jane Street
10
Jane Street
New York
– -$2.71M -105,468 Closed
PWM
11
Perigon Wealth Management
California
– -$213K -8,274 Closed