State Street Loomis Sayles Opportunistic Bond ETF
OBND
10 hedge funds and large institutions have $45M invested in State Street Loomis Sayles Opportunistic Bond ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 3 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
0% more funds holding
Funds holding: 10 → 10 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% less capital invested
Capital invested by funds: $45.2M → $45M (-$220K)
3.17% less ownership
Funds ownership: 86.83% → 83.66% (-3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HW
Hedeker Wealth
Lincolnshire,
Illinois
|
+$1.37M |
| 2 |
LPL Financial
San Diego,
California
|
+$567K |
| 3 |
Jane Street
New York
|
+$479K |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$286K |
| 5 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$266K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
-$1.07M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$847K |
| 3 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
-$647K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$11.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFGM
1
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $26.4M | -$647K | -24,890 | -2% |
|
|
HW
2
Hedeker Wealth
Lincolnshire,
Illinois
| $9.93M | +$1.37M | +52,609 | +16% |
|
|
APWA
3
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $4.69M | +$266K | +10,245 | +6% |
|
|
4
Jane Street
New York
| $1.44M | +$479K | +18,439 | +49% |
|
5
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $942K | +$7.28K | +280 | +0.8% |
|
|
6
LPL Financial
San Diego,
California
| $559K | +$567K | +21,808 | New |
|
|
MWA
7
Medallion Wealth Advisors
Farmington,
Connecticut
| $361K | +$5.2K | +200 | +1% |
|
|
8
AQR Capital Management
Greenwich,
Connecticut
| $281K | +$286K | +10,989 | New |
|
|
AF
9
Advisornet Financial
Minnetonka,
Minnesota
| $252K | – | – | – |
|
|
GAA
10
Global Assets Advisory
Orlando,
Florida
| $113K | +$118K | +4,550 | New |
|
|
OBWG
11
Onyx Bridge Wealth Group
Tarrytown,
New York
| – | -$1.07M | -40,919 | Closed |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$847K | -32,535 | Closed |
|
|
13
Bank of America
Charlotte,
North Carolina
| – | -$11.9K | -457 | Closed |
|
OBND Hedge Fund Activity: Q1 2026 in Review
10 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in State Street Loomis Sayles Opportunistic Bond ETF (OBND) for Q1 2026, worth a combined $45M — down 0.49% from $45.2M a quarter earlier.
Fund positioning in OBND was balanced in Q1 2026: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 1 trimmed.
The largest buyer was Hedeker Wealth, adding an estimated $1.37M. The largest seller was Onyx Bridge Wealth Group, exiting entirely with an estimated $1.07M sold.
- 10 institutional investors held State Street Loomis Sayles Opportunistic Bond ETF (OBND) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $45M of State Street Loomis Sayles Opportunistic Bond ETF stock for Q1 2026, down 0.49% quarter-over-quarter.
- 3 funds opened new State Street Loomis Sayles Opportunistic Bond ETF positions in Q1 2026 and 3 closed out, a net change of 0 holders.
- The largest State Street Loomis Sayles Opportunistic Bond ETF buyer in Q1 2026 was Hedeker Wealth, an estimated $1.37M added.
- The largest State Street Loomis Sayles Opportunistic Bond ETF seller in Q1 2026 was Onyx Bridge Wealth Group, an estimated $1.07M sold.
Based on aggregated 13F filings for Q1 2026.