State Street Loomis Sayles Opportunistic Bond ETF
OBND
10 hedge funds and large institutions have $45.2M invested in State Street Loomis Sayles Opportunistic Bond ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
11% more funds holding
Funds holding: 9 → 10 (+1)
1% more capital invested
Capital invested by funds: $45M → $45.2M (+$243K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.68% less ownership
Funds ownership: 92.51% → 86.83% (-5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
+$1.43M |
| 2 |
Jane Street
New York
|
+$386K |
| 3 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$360K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$21.6K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$12K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.27M |
| 2 |
HW
Hedeker Wealth
Lincolnshire,
Illinois
|
-$209K |
| 3 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
-$89.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFGM
1
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $27.5M | +$1.43M | +54,500 | +5% |
|
|
HW
2
Hedeker Wealth
Lincolnshire,
Illinois
| $8.72M | -$209K | -7,968 | -2% |
|
|
APWA
3
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $4.5M | +$360K | +13,758 | +9% |
|
|
OBWG
4
Onyx Bridge Wealth Group
Tarrytown,
New York
| $1.07M | -$89.1K | -3,403 | -8% |
|
|
5
Jane Street
New York
| $988K | +$386K | +14,719 | +63% |
|
|
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $951K | +$21.6K | +826 | +2% |
|
|
7
Citadel Advisors
Miami,
Florida
| $847K | -$1.27M | -48,299 | -60% |
|
|
MWA
8
Medallion Wealth Advisors
Farmington,
Connecticut
| $362K | +$7.2K | +275 | +2% |
|
|
AF
9
Advisornet Financial
Minnetonka,
Minnesota
| $256K | +$9.95K | +380 | +4% |
|
|
10
Bank of America
Charlotte,
North Carolina
| $11.9K | +$12K | +457 | New |
|
OBND Hedge Fund Activity: Q4 2025 in Review
10 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in State Street Loomis Sayles Opportunistic Bond ETF (OBND) for Q4 2025, worth a combined $45.2M — up 0.54% from $45M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new OBND positions and 0 closed out — a net gain of 1 holder — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Marshall Financial Group (Maryland), adding an estimated $1.43M. The largest seller was Citadel Advisors, cutting an estimated $1.27M.
- 10 institutional investors held State Street Loomis Sayles Opportunistic Bond ETF (OBND) as of Q4 2025, up from 9 in Q3 2025.
- Funds reported $45.2M of State Street Loomis Sayles Opportunistic Bond ETF stock for Q4 2025, up 0.54% quarter-over-quarter.
- 1 fund opened new State Street Loomis Sayles Opportunistic Bond ETF positions in Q4 2025 and 0 closed out, a net change of +1 holder.
- The largest State Street Loomis Sayles Opportunistic Bond ETF buyer in Q4 2025 was Marshall Financial Group (Maryland), an estimated $1.43M added.
- The largest State Street Loomis Sayles Opportunistic Bond ETF seller in Q4 2025 was Citadel Advisors, an estimated $1.27M sold.
Based on aggregated 13F filings for Q4 2025.