Western Asset Total Return ETF
WBND
WBND was delisted on the 22nd of August, 2025.
29 hedge funds and large institutions have $131M invested in Western Asset Total Return ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 1 reducing their positions, and 6 closing their positions.
2,200% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 1
78.97% more ownership
Funds ownership: 29.42% → 108.4% (+79%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2% less capital invested
Capital invested by funds: $134M → $131M (-$2.57M)
3% less funds holding
Funds holding: 30 → 29 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$16.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.8M |
| 3 |
EDRIA
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
+$11.8M |
| 4 |
MFG
Magnus Financial Group
New York
|
+$11.5M |
| 5 |
AT
Arden Trust
Wilmington,
Delaware
|
+$8.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AMC
Asset Management Corp
Northbrook,
Illinois
|
-$499K |
| 2 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$350K |
| 3 |
MCM
Mainstay Capital Management
Grand Blanc,
Michigan
|
-$276K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$85K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $34K | +$8.29K | +312 | +31% |
|
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $31K | -$85K | -3,200 | -73% |
|
|
C
28
Covestor
London,
United Kingdom
| $31K | +$31.6K | +1,190 | New |
|
|
LWMNY
29
Landmark Wealth Management (New York)
Melville,
New York
| $3K | +$3.43M | +129,006 | New |
|
|
AMC
30
Asset Management Corp
Northbrook,
Illinois
| – | -$499K | -5,279 | Closed |
|
|
KA
31
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$350K | -3,705 | Closed |
|
|
MCM
32
Mainstay Capital Management
Grand Blanc,
Michigan
| – | -$276K | -2,909 | Closed |
|
|
33
US Bancorp
Minneapolis,
Minnesota
| – | -$16K | -168 | Closed |
|
|
BWL
34
Bogart Wealth LLC
Mclean,
Virginia
| – | -$7K | -74 | Closed |
|
|
GRP
35
Global Retirement Partners
San Rafael,
California
| – | -$1K | -12 | Closed |
|
WBND Hedge Fund Activity: Q4 2021 in Review
29 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Western Asset Total Return ETF (WBND) for Q4 2021, worth a combined $131M — down 1.9% from $134M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of WBND and 5 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 23 added.
The largest buyer was Mercer Global Advisors, adding an estimated $16.6M. The largest seller was Asset Management Corp, exiting entirely with an estimated $499K sold.
- 29 institutional investors held Western Asset Total Return ETF (WBND) as of Q4 2021, down from 30 in Q3 2021.
- Funds reported $131M of Western Asset Total Return ETF stock for Q4 2021, down 1.9% quarter-over-quarter.
- 5 funds opened new Western Asset Total Return ETF positions in Q4 2021 and 6 closed out, a net change of -1 holder.
- The largest Western Asset Total Return ETF buyer in Q4 2021 was Mercer Global Advisors, an estimated $16.6M added.
- The largest Western Asset Total Return ETF seller in Q4 2021 was Asset Management Corp, an estimated $499K sold.
Based on aggregated 13F filings for Q4 2021.