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State Street Loomis Sayles Opportunistic Bond ETF
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7 hedge funds and large institutions have $46.5M invested in State Street Loomis Sayles Opportunistic Bond ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.59% more ownership

Funds ownership: 97.82% → 99.42% (+1.6%)

2% more capital invested

Capital invested by funds: $45.6M → $46.5M (+$877K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

22% less funds holding

Funds holding: 9 → 7 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
7
Holders Change
-2
Holders Change %
-22.22%
% of All Funds
0.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
3
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$927K
2
Citadel Advisors
Citadel Advisors
Florida
+$922K
3
HW
Hedeker Wealth
Illinois
+$274K
4
AF
Advisornet Financial
Minnesota
+$51.3K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$245K
2
APWA
Atlas Private Wealth Advisors
New Jersey
-$64.5K
3
MFGM
Marshall Financial Group (Maryland)
Maryland
-$37.9K
4
MWA
Medallion Wealth Advisors
Connecticut
-$7.05K
5
UBS Group
UBS Group
Switzerland
-$2.18K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFGM
1
Marshall Financial Group (Maryland)
Maryland
$26.3M -$37.9K -1,480 -0.1%
HW
2
Hedeker Wealth
Illinois
$8.97M +$274K +10,686 +3%
APWA
3
Atlas Private Wealth Advisors
New Jersey
$8.15M -$64.5K -2,517 -0.8%
Citadel Advisors
4
Citadel Advisors
Florida
$1.57M +$922K +35,970 +149%
Jane Street
5
Jane Street
New York
$944K +$927K +36,171 New
MWA
6
Medallion Wealth Advisors
Connecticut
$354K -$7.05K -275 -2%
AF
7
Advisornet Financial
Minnesota
$198K +$51.3K +2,000 +36%
ACP
8
Aveo Capital Partners
Colorado
– -$1.08M -42,342 Closed
Wells Fargo
9
Wells Fargo
California
– -$245K -9,446 Closed
UBS Group
10
UBS Group
Switzerland
– -$2.18K -84 Closed