State Street Loomis Sayles Opportunistic Bond ETF
OBND
9 hedge funds and large institutions have $45M invested in State Street Loomis Sayles Opportunistic Bond ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 0 closing their positions.
29% more funds holding
Funds holding: 7 → 9 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $46.5M → $45M (-$1.51M)
6.91% less ownership
Funds ownership: 99.42% → 92.51% (-6.9%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
+$1.16M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$932K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$539K |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$49.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$4M |
| 2 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
-$358K |
| 3 |
Jane Street
New York
|
-$338K |
| 4 |
HW
Hedeker Wealth
Lincolnshire,
Illinois
|
-$17.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFGM
1
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $26.3M | -$358K | -13,703 | -1% |
|
|
HW
2
Hedeker Wealth
Lincolnshire,
Illinois
| $9.01M | -$17.4K | -667 | -0.2% |
|
|
APWA
3
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $4.18M | -$4M | -153,319 | -49% |
|
|
4
Citadel Advisors
Miami,
Florida
| $2.12M | +$539K | +20,646 | +34% |
|
|
OBWG
5
Onyx Bridge Wealth Group
Tarrytown,
New York
| $1.16M | +$1.16M | +44,322 | New |
|
|
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $938K | +$932K | +35,683 | New |
|
|
7
Jane Street
New York
| $610K | -$338K | -12,956 | -36% |
|
|
MWA
8
Medallion Wealth Advisors
Farmington,
Connecticut
| $358K | – | – | – |
|
|
AF
9
Advisornet Financial
Minnetonka,
Minnesota
| $249K | +$49.6K | +1,900 | +25% |
|
OBND Hedge Fund Activity: Q3 2025 in Review
9 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in State Street Loomis Sayles Opportunistic Bond ETF (OBND) for Q3 2025, worth a combined $45M — down 3.2% from $46.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new OBND positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Onyx Bridge Wealth Group, opening a new position worth an estimated $1.16M. The largest seller was Atlas Private Wealth Advisors, cutting an estimated $4M.
- 9 institutional investors held State Street Loomis Sayles Opportunistic Bond ETF (OBND) as of Q3 2025, up from 7 in Q2 2025.
- Funds reported $45M of State Street Loomis Sayles Opportunistic Bond ETF stock for Q3 2025, down 3.2% quarter-over-quarter.
- 2 funds opened new State Street Loomis Sayles Opportunistic Bond ETF positions in Q3 2025 and 0 closed out, a net change of +2 holders.
- The largest State Street Loomis Sayles Opportunistic Bond ETF buyer in Q3 2025 was Onyx Bridge Wealth Group, an estimated $1.16M added.
- The largest State Street Loomis Sayles Opportunistic Bond ETF seller in Q3 2025 was Atlas Private Wealth Advisors, an estimated $4M sold.
Based on aggregated 13F filings for Q3 2025.