Western Asset Total Return ETF
WBND
WBND was delisted on the 22nd of August, 2025.
28 hedge funds and large institutions have $28.4M invested in Western Asset Total Return ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
4% more funds holding
Funds holding: 27 → 28 (+1)
13.46% less ownership
Funds ownership: 104.46% → 91% (-13%)
22% less capital invested
Capital invested by funds: $36.4M → $28.4M (-$8.05M)
57% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 14
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$1.54M |
| 2 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
+$214K |
| 3 |
LPL Financial
San Diego,
California
|
+$200K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$191K |
| 5 |
LWMNY
Landmark Wealth Management (New York)
Melville,
New York
|
+$42.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$3.23M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$2.09M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.01M |
| 4 |
AT
Arden Trust
Wilmington,
Delaware
|
-$1.18M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$1.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
26
Global Retirement Partners
San Rafael,
California
| $3.22K | – | – | – |
|
|
BAM
27
Belpointe Asset Management
Reno,
Nevada
| $2.75K | +$2.71K | +137 | New |
|
28
Fidelity Investments
Boston,
Massachusetts
| $20 | +$20 | +1 | New |
|
|
FA
29
Fiduciary Alliance
Greenville,
South Carolina
| $5 | – | – | – |
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$699K | -36,117 | Closed |
|
|
AAS
31
Avantax Advisory Services
Dallas,
Texas
| – | -$287K | -14,820 | Closed |
|
|
IWP
32
IAG Wealth Partners
Waukesha,
Wisconsin
| – | -$46K | -2,388 | Closed |
|
|
PFA
33
Professional Financial Advisors
North Platte,
Nebraska
| – | -$19K | -965 | Closed |
|
WBND Hedge Fund Activity: Q4 2022 in Review
28 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Western Asset Total Return ETF (WBND) for Q4 2022, worth a combined $28.4M — down 22% from $36.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WBND positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 14 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $1.54M. The largest seller was Aveo Capital Partners, cutting an estimated $3.23M.
- 28 institutional investors held Western Asset Total Return ETF (WBND) as of Q4 2022, up from 27 in Q3 2022.
- Funds reported $28.4M of Western Asset Total Return ETF stock for Q4 2022, down 22% quarter-over-quarter.
- 5 funds opened new Western Asset Total Return ETF positions in Q4 2022 and 4 closed out, a net change of +1 holder.
- The largest Western Asset Total Return ETF buyer in Q4 2022 was Stifel Financial, an estimated $1.54M added.
- The largest Western Asset Total Return ETF seller in Q4 2022 was Aveo Capital Partners, an estimated $3.23M sold.
Based on aggregated 13F filings for Q4 2022.