State Street Loomis Sayles Opportunistic Bond ETF
OBND
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$5.32M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$626K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$244K |
| 4 |
HW
Hedeker Wealth
Lincolnshire,
Illinois
|
+$211K |
| 5 |
MWA
Medallion Wealth Advisors
Farmington,
Connecticut
|
+$25.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$3.04M |
| 2 |
Jane Street
New York
|
-$2.71M |
| 3 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
-$566K |
| 4 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$213K |
OBND Hedge Fund Activity: Q1 2025 in Review
9 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in State Street Loomis Sayles Opportunistic Bond ETF (OBND) for Q1 2025, worth a combined $45.6M — up 0.56% from $45.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new OBND positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Atlas Private Wealth Advisors, adding an estimated $5.32M. The largest seller was Aveo Capital Partners, cutting an estimated $3.04M.
- 9 institutional investors held State Street Loomis Sayles Opportunistic Bond ETF (OBND) as of Q1 2025, up from 8 in Q4 2024.
- Funds reported $45.6M of State Street Loomis Sayles Opportunistic Bond ETF stock for Q1 2025, up 0.56% quarter-over-quarter.
- 3 funds opened new State Street Loomis Sayles Opportunistic Bond ETF positions in Q1 2025 and 2 closed out, a net change of +1 holder.
- The largest State Street Loomis Sayles Opportunistic Bond ETF buyer in Q1 2025 was Atlas Private Wealth Advisors, an estimated $5.32M added.
- The largest State Street Loomis Sayles Opportunistic Bond ETF seller in Q1 2025 was Aveo Capital Partners, an estimated $3.04M sold.
Based on aggregated 13F filings for Q1 2025.