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WBND

Western Asset Total Return ETF

Delisted

WBND was delisted on the 22nd of August, 2025.

33 hedge funds and large institutions have $131M invested in Western Asset Total Return ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

18% more capital invested

Capital invested by funds: $111M → $131M (+$20.1M)

9.65% more ownership

Funds ownership: 22.52%32.17% (+9.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 3433 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
14
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$20.3M +$20.8M +215,429 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20M +$20.5M +212,535 New
MFG
3
Magnus Financial Group
New York
$15.2M +$483K +5,015 +3%
AT
4
Arden Trust
Delaware
$14M +$384K +3,982 +3%
EDRIA
5
Edmonds Duncan Registered Investment Advisors
Kansas
$11.9M +$248K +2,577 +2%
QI
6
QS Investors
New York
$9.8M +$1.71M +17,704 +21%
Citadel Advisors
7
Citadel Advisors
Florida
$6.45M -$1.71M -17,756 -21%
DWP
8
Destiny Wealth Partners
Florida
$6.38M -$41.3K -429 -0.6%
MA
9
MJP Associates
Connecticut
$4.15M -$57.6K -598 -1%
Truist Financial
10
Truist Financial
North Carolina
$3.87M +$226K +2,349 +6%
AWA
11
Arete Wealth Advisors
Illinois
$3.6M -$32.9K -342 -0.9%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.03M +$373K +3,875 +14%
LPL Financial
13
LPL Financial
California
$2.06M -$865K -8,978 -29%
Jane Street
14
Jane Street
New York
$1.88M +$1.18M +12,291 +160%
Morgan Stanley
15
Morgan Stanley
New York
$1.14M +$78K +810 +7%
AC
16
Avestar Capital
New York
$1.1M +$1.11M +11,567 New
CPA
17
Capital Planning Advisors
California
$1.09M -$123K -1,276 -10%
SMG
18
Smart Money Group
Texas
$1.08M +$322K +3,345 +41%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.07M +$718K +7,455 +192%
AWM
20
AE Wealth Management
Kansas
$893K -$125K -1,296 -12%
AAS
21
Avantax Advisory Services
Texas
$639K +$154K +1,595 +31%
RJT
22
Raymond James Trust
Florida
$363K
FG
23
Fiduciary Group
Georgia
$361K -$11K -114 -3%
KA
24
Kovack Advisors
Florida
$349K +$151K +1,567 +73%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$211K -$430K -4,467 -67%

WBND Hedge Fund Activity: Q1 2021 in Review

33 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Western Asset Total Return ETF (WBND) for Q1 2021, worth a combined $131M — up 18% from $111M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of WBND and 6 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 14 added.

The largest buyer was Mercer Global Advisors, opening a new position worth an estimated $20.8M. The largest seller was Mainstay Capital Management, exiting entirely with an estimated $16.3M sold.

  • 33 institutional investors held Western Asset Total Return ETF (WBND) as of Q1 2021, down from 34 in Q4 2020.
  • Funds reported $131M of Western Asset Total Return ETF stock for Q1 2021, up 18% quarter-over-quarter.
  • 6 funds opened new Western Asset Total Return ETF positions in Q1 2021 and 7 closed out, a net change of -1 holder.
  • The largest Western Asset Total Return ETF buyer in Q1 2021 was Mercer Global Advisors, an estimated $20.8M added.
  • The largest Western Asset Total Return ETF seller in Q1 2021 was Mainstay Capital Management, an estimated $16.3M sold.

Based on aggregated 13F filings for Q1 2021.