Western Asset Bond ETF
WABF
6 hedge funds and large institutions have $17.2M invested in Western Asset Bond ETF in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 5 closing their positions.
9.53% less ownership
Funds ownership: 100.44% → 90.9% (-9.5%)
45% less funds holding
Funds holding: 11 → 6 (-5)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
57% less capital invested
Capital invested by funds: $40M → $17.2M (-$22.7M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMNY
Landmark Wealth Management (New York)
Melville,
New York
|
+$164K |
| 2 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$97.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.22M |
| 2 |
Goldman Sachs
New York
|
-$6.21M |
| 3 |
JP Morgan Chase
New York
|
-$6.19M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$3.71M |
| 5 |
Jane Street
New York
|
-$844K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $12.7M | -$3.71M | -148,000 | -23% |
|
|
LWMNY
2
Landmark Wealth Management (New York)
Melville,
New York
| $3.27M | +$164K | +6,529 | +5% |
|
|
EMAM
3
Encompass More Asset Management
Danville,
California
| $922K | +$97.9K | +3,901 | +12% |
|
4
Citadel Advisors
Miami,
Florida
| $300K | -$111K | -4,438 | -27% |
|
|
5
JP Morgan Chase
New York
| $26.2K | -$6.19M | -246,949 | -100% |
|
|
AWM
6
AE Wealth Management
Topeka,
Kansas
| $21K | -$57.5K | -2,293 | -73% |
|
|
7
Morgan Stanley
New York
| – | -$6.22M | -250,000 | Closed |
|
|
8
Goldman Sachs
New York
| – | -$6.21M | -249,907 | Closed |
|
|
9
Jane Street
New York
| – | -$844K | -33,937 | Closed |
|
10
UBS Group
Zurich,
Switzerland
| – | -$2.61K | -105 | Closed |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| – | -$25 | -1 | Closed |
|
WABF Hedge Fund Activity: Q1 2025 in Review
6 of the 7,460 institutional investors tracked by Wall St. Rank reported a position in Western Asset Bond ETF (WABF) for Q1 2025, worth a combined $17.2M — down 57% from $40M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of WABF and 0 opened new positions — a net loss of 5 holders — while 4 trimmed existing stakes and 2 added.
The largest buyer was Landmark Wealth Management (New York), adding an estimated $164K. The largest seller was Morgan Stanley, exiting entirely with an estimated $6.22M sold.
- 6 institutional investors held Western Asset Bond ETF (WABF) as of Q1 2025, down from 11 in Q4 2024.
- Funds reported $17.2M of Western Asset Bond ETF stock for Q1 2025, down 57% quarter-over-quarter.
- 0 funds opened new Western Asset Bond ETF positions in Q1 2025 and 5 closed out, a net change of -5 holders.
- The largest Western Asset Bond ETF buyer in Q1 2025 was Landmark Wealth Management (New York), an estimated $164K added.
- The largest Western Asset Bond ETF seller in Q1 2025 was Morgan Stanley, an estimated $6.22M sold.
Based on aggregated 13F filings for Q1 2025.