Western Asset Total Return ETF
WBND
WBND was delisted on the 22nd of August, 2025.
30 hedge funds and large institutions have $134M invested in Western Asset Total Return ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 4 closing their positions.
325% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 4
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0.99% less ownership
Funds ownership: 30.41% → 29.42% (-0.99%)
1% less capital invested
Capital invested by funds: $135M → $134M (-$1.45M)
3% less funds holding
Funds holding: 31 → 30 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$12.1M |
| 2 |
Jane Street
New York
|
+$2.02M |
| 3 |
EDRIA
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
+$1.88M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$1.48M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$880K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.73M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$2.68M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.56M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.45M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$697K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
26
Mainstay Capital Management
Grand Blanc,
Michigan
| $276K | +$278K | +2,909 | New |
|
27
UBS Group
Zurich,
Switzerland
| $95K | +$78.3K | +818 | +449% |
|
28
US Bancorp
Minneapolis,
Minnesota
| $16K | – | – | – |
|
|
BWL
29
Bogart Wealth LLC
Mclean,
Virginia
| $7K | – | – | – |
|
|
GRP
30
Global Retirement Partners
San Rafael,
California
| $1K | – | – | – |
|
|
BCI
31
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$2.73M | -28,500 | Closed |
|
|
MA
32
Mutual Advisors
Omaha,
Nebraska
| – | -$2.68M | -28,023 | Closed |
|
|
SPC
33
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$697K | -7,279 | Closed |
|
|
FG
34
Fiduciary Group
Savannah,
Georgia
| – | -$363K | -3,783 | Closed |
|
WBND Hedge Fund Activity: Q3 2021 in Review
30 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Western Asset Total Return ETF (WBND) for Q3 2021, worth a combined $134M — down 1.1% from $135M a quarter earlier.
Fund positioning in WBND was balanced in Q3 2021: 4 funds opened new positions, 4 closed out, 17 added to existing stakes and 4 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $12.1M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $2.73M sold.
- 30 institutional investors held Western Asset Total Return ETF (WBND) as of Q3 2021, down from 31 in Q2 2021.
- Funds reported $134M of Western Asset Total Return ETF stock for Q3 2021, down 1.1% quarter-over-quarter.
- 4 funds opened new Western Asset Total Return ETF positions in Q3 2021 and 4 closed out, a net change of 0 holders.
- The largest Western Asset Total Return ETF buyer in Q3 2021 was Franklin Resources, an estimated $12.1M added.
- The largest Western Asset Total Return ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $2.73M sold.
Based on aggregated 13F filings for Q3 2021.