Western Asset Total Return ETF
WBND
WBND was delisted on the 22nd of August, 2025.
34 hedge funds and large institutions have $111M invested in Western Asset Total Return ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 1 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
48% more funds holding
Funds holding: 23 → 34 (+11)
1.35% less ownership
Funds ownership: 23.87% → 22.52% (-1.4%)
10% less capital invested
Capital invested by funds: $124M → $111M (-$12.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EDRIA
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
+$10.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$8.64M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.83M |
| 4 |
Morgan Stanley
New York
|
+$1.08M |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$818K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$50.8M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$564K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$125K |
| 4 |
AWS
AJ Wealth Strategies
New York
|
-$25.5K |
| 5 |
CPA
Capital Planning Advisors
Roseville,
California
|
-$15.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJT
26
Raymond James Trust
St. Petersburg,
Florida
| $382K | – | – | – |
|
|
FG
27
Fiduciary Group
Savannah,
Georgia
| $381K | – | – | – |
|
28
MML Investors Services
Springfield,
Massachusetts
| $324K | -$5.71K | -57 | -2% |
|
|
FTUS
29
Flow Traders U.S.
New York
| $309K | -$125K | -1,246 | -29% |
|
|
KA
30
Kovack Advisors
Ft. Lauderdale,
Florida
| $212K | – | – | – |
|
|
BWL
31
Bogart Wealth LLC
Mclean,
Virginia
| $23K | – | – | – |
|
32
US Bancorp
Minneapolis,
Minnesota
| $17K | +$16.8K | +168 | New |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| $2K | +$1.5K | +15 | New |
|
|
GRP
34
Global Retirement Partners
San Rafael,
California
| $1K | +$1.2K | +12 | New |
|
35
UBS Group
Zurich,
Switzerland
| – | -$4K | -44 | Closed |
|
WBND Hedge Fund Activity: Q4 2020 in Review
34 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Western Asset Total Return ETF (WBND) for Q4 2020, worth a combined $111M — down 10% from $124M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new WBND positions and 1 closed out — a net gain of 11 holders — while 12 added to existing stakes and 6 trimmed.
The largest buyer was Edmonds Duncan Registered Investment Advisors, adding an estimated $10.1M. The largest seller was Mainstay Capital Management, cutting an estimated $50.8M.
- 34 institutional investors held Western Asset Total Return ETF (WBND) as of Q4 2020, up from 23 in Q3 2020.
- Funds reported $111M of Western Asset Total Return ETF stock for Q4 2020, down 10% quarter-over-quarter.
- 12 funds opened new Western Asset Total Return ETF positions in Q4 2020 and 1 closed out, a net change of +11 holders.
- The largest Western Asset Total Return ETF buyer in Q4 2020 was Edmonds Duncan Registered Investment Advisors, an estimated $10.1M added.
- The largest Western Asset Total Return ETF seller in Q4 2020 was Mainstay Capital Management, an estimated $50.8M sold.
Based on aggregated 13F filings for Q4 2020.