Western Asset Total Return ETF
WBND
WBND was delisted on the 22nd of August, 2025.
23 hedge funds and large institutions have $18.7M invested in Western Asset Total Return ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 5 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
18% less funds holding
Funds holding: 28 → 23 (-5)
34% less capital invested
Capital invested by funds: $28.4M → $18.7M (-$9.7M)
38.16% less ownership
Funds ownership: 91% → 52.84% (-38%)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.15M |
| 2 |
Jane Street
New York
|
+$1.58M |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$773K |
| 4 |
LWMNY
Landmark Wealth Management (New York)
Melville,
New York
|
+$542K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$6.58M |
| 2 |
AT
Arden Trust
Wilmington,
Delaware
|
-$5.39M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$1.57M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$843K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$749K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJA
26
Raymond James & Associates
St Petersburg,
Florida
| – | -$749K | -37,239 | Closed |
|
|
ACP
27
Aveo Capital Partners
Englewood,
Colorado
| – | -$250K | -12,410 | Closed |
|
28
Fidelity Investments
Boston,
Massachusetts
| – | -$20 | -1 | Closed |
|
WBND Hedge Fund Activity: Q1 2023 in Review
23 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Western Asset Total Return ETF (WBND) for Q1 2023, worth a combined $18.7M — down 34% from $28.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of WBND and 1 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 9 added.
The largest buyer was Morgan Stanley, adding an estimated $2.15M. The largest seller was Franklin Resources, cutting an estimated $6.58M.
- 23 institutional investors held Western Asset Total Return ETF (WBND) as of Q1 2023, down from 28 in Q4 2022.
- Funds reported $18.7M of Western Asset Total Return ETF stock for Q1 2023, down 34% quarter-over-quarter.
- 1 fund opened new Western Asset Total Return ETF positions in Q1 2023 and 5 closed out, a net change of -4 holders.
- The largest Western Asset Total Return ETF buyer in Q1 2023 was Morgan Stanley, an estimated $2.15M added.
- The largest Western Asset Total Return ETF seller in Q1 2023 was Franklin Resources, an estimated $6.58M sold.
Based on aggregated 13F filings for Q1 2023.