Western Asset Total Return ETF
WBND
WBND was delisted on the 22nd of August, 2025.
27 hedge funds and large institutions have $36.4M invested in Western Asset Total Return ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 5 closing their positions.
9.21% more ownership
Funds ownership: 95.25% → 104.46% (+9.2%)
7% less funds holding
Funds holding: 29 → 27 (-2)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
35% less capital invested
Capital invested by funds: $56.1M → $36.4M (-$19.7M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$677K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$503K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$402K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$294K |
| 5 |
Morgan Stanley
New York
|
+$243K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
Magnus Financial Group
New York
|
-$13.6M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$1.7M |
| 3 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
-$601K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$486K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$460K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $5K | +$5.11K | +243 | New |
|
|
GRP
27
Global Retirement Partners
San Rafael,
California
| $3K | – | – | – |
|
|
MFG
28
Magnus Financial Group
New York
| – | -$13.6M | -644,462 | Closed |
|
|
29
Truist Financial
Charlotte,
North Carolina
| – | -$1.7M | -80,900 | Closed |
|
|
BRWA
30
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$390K | -18,528 | Closed |
|
|
AC
31
Avestar Capital
New York
| – | -$287K | -13,660 | Closed |
|
|
AWM
32
AE Wealth Management
Topeka,
Kansas
| – | -$247K | -11,766 | Closed |
|
WBND Hedge Fund Activity: Q3 2022 in Review
27 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Western Asset Total Return ETF (WBND) for Q3 2022, worth a combined $36.4M — down 35% from $56.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of WBND and 3 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 9 added.
The largest buyer was Citadel Advisors, adding an estimated $677K. The largest seller was Magnus Financial Group, exiting entirely with an estimated $13.6M sold.
- 27 institutional investors held Western Asset Total Return ETF (WBND) as of Q3 2022, down from 29 in Q2 2022.
- Funds reported $36.4M of Western Asset Total Return ETF stock for Q3 2022, down 35% quarter-over-quarter.
- 3 funds opened new Western Asset Total Return ETF positions in Q3 2022 and 5 closed out, a net change of -2 holders.
- The largest Western Asset Total Return ETF buyer in Q3 2022 was Citadel Advisors, an estimated $677K added.
- The largest Western Asset Total Return ETF seller in Q3 2022 was Magnus Financial Group, an estimated $13.6M sold.
Based on aggregated 13F filings for Q3 2022.