Western Asset Total Return ETF
WBND
WBND was delisted on the 22nd of August, 2025.
33 hedge funds and large institutions have $107M invested in Western Asset Total Return ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 10
14% more funds holding
Funds holding: 29 → 33 (+4)
11.47% less ownership
Funds ownership: 108.4% → 96.93% (-11%)
18% less capital invested
Capital invested by funds: $131M → $107M (-$24.2M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$9.03M |
| 2 |
Jane Street
New York
|
+$8.71M |
| 3 |
LWMNY
Landmark Wealth Management (New York)
Melville,
New York
|
+$3.48M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$962K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$915K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$15.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.9M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.17M |
| 5 |
CPA
Capital Planning Advisors
Roseville,
California
|
-$1.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWS
26
Atria Wealth Solutions
New York
| $213K | +$229K | +9,300 | New |
|
|
RIA
27
Regal Investment Advisors
Kentwood,
Michigan
| $201K | +$215K | +8,735 | New |
|
|
28
Osaic Holdings
Scottsdale,
Arizona
| $120K | -$3.2M | -130,283 | -95% |
|
29
UBS Group
Zurich,
Switzerland
| $56K | +$27.6K | +1,124 | +86% |
|
|
C
30
Covestor
London,
United Kingdom
| $30K | +$3.39K | +138 | +12% |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| $3K | +$3.69K | +150 | New |
|
|
GRP
32
Global Retirement Partners
San Rafael,
California
| $3K | +$3.93K | +160 | New |
|
|
33
Citadel Advisors
Miami,
Florida
| – | -$1.17M | -44,316 | Closed |
|
|
CPA
34
Capital Planning Advisors
Roseville,
California
| – | -$1.12M | -42,534 | Closed |
|
|
RJT
35
Raymond James Trust
St. Petersburg,
Florida
| – | -$355K | -13,518 | Closed |
|
36
Fidelity Investments
Boston,
Massachusetts
| – | +$49 | +2 | New |
|
WBND Hedge Fund Activity: Q1 2022 in Review
33 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Western Asset Total Return ETF (WBND) for Q1 2022, worth a combined $107M — down 18% from $131M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WBND positions and 3 closed out — a net gain of 4 holders — while 15 added to existing stakes and 10 trimmed.
The largest buyer was Allworth Financial, adding an estimated $9.03M. The largest seller was Mercer Global Advisors, cutting an estimated $15.6M.
- 33 institutional investors held Western Asset Total Return ETF (WBND) as of Q1 2022, up from 29 in Q4 2021.
- Funds reported $107M of Western Asset Total Return ETF stock for Q1 2022, down 18% quarter-over-quarter.
- 7 funds opened new Western Asset Total Return ETF positions in Q1 2022 and 3 closed out, a net change of +4 holders.
- The largest Western Asset Total Return ETF buyer in Q1 2022 was Allworth Financial, an estimated $9.03M added.
- The largest Western Asset Total Return ETF seller in Q1 2022 was Mercer Global Advisors, an estimated $15.6M sold.
Based on aggregated 13F filings for Q1 2022.