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WBND

Western Asset Total Return ETF

Delisted

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

31 hedge funds and large institutions have $135M invested in Western Asset Total Return ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

3% more capital invested

Capital invested by funds: $131M → $135M (+$3.99M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.76% less ownership

Funds ownership: 32.17%30.41% (-1.8%)

6% less funds holding

Funds holding: 3331 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.54%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
16
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$22.8M +$2.13M +22,313 +10%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.9M +$546K +5,720 +3%
MFG
3
Magnus Financial Group
New York
$15.8M +$265K +2,775 +2%
AT
4
Arden Trust
Delaware
$15.3M +$1.12M +11,689 +8%
EDRIA
5
Edmonds Duncan Registered Investment Advisors
Kansas
$12.7M +$576K +6,040 +5%
QI
6
QS Investors
New York
$12M +$2.08M +21,780 +21%
DWP
7
Destiny Wealth Partners
Florida
$6.55M +$59.2K +621 +0.9%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.18M +$2.13M +22,332 +70%
Truist Financial
9
Truist Financial
North Carolina
$4.24M +$305K +3,197 +8%
Citadel Advisors
10
Citadel Advisors
Florida
$3.71M -$2.84M -29,778 -43%
BCI
11
Brinker Capital Investments
Pennsylvania
$2.73M +$2.72M +28,500 New
MA
12
Mutual Advisors
Nebraska
$2.68M +$2.67M +28,023 New
LPL Financial
13
LPL Financial
California
$2.13M +$46.4K +486 +2%
CPA
14
Capital Planning Advisors
California
$1.24M +$131K +1,375 +12%
Morgan Stanley
15
Morgan Stanley
New York
$1.18M +$23.8K +249 +2%
AWM
16
AE Wealth Management
Kansas
$837K -$70.4K -738 -8%
AC
17
Avestar Capital
New York
$826K -$280K -2,933 -25%
SPC
18
Sigma Planning Corp
Michigan
$697K +$694K +7,279 New
AAS
19
Avantax Advisory Services
Texas
$665K +$17.2K +180 +3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$603K +$394K +4,133 +190%
SMG
21
Smart Money Group
Texas
$522K -$586K -6,146 -54%
AMC
22
Asset Management Corp
Illinois
$504K +$4.01K +42 +0.8%
Wells Fargo
23
Wells Fargo
California
$420K +$291K +3,046 +226%
RJT
24
Raymond James Trust
Florida
$369K
FG
25
Fiduciary Group
Georgia
$363K

WBND Hedge Fund Activity: Q2 2021 in Review

31 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Western Asset Total Return ETF (WBND) for Q2 2021, worth a combined $135M — up 3% from $131M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of WBND and 3 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 16 added.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $2.72M. The largest seller was MJP Associates, exiting entirely with an estimated $4.15M sold.

  • 31 institutional investors held Western Asset Total Return ETF (WBND) as of Q2 2021, down from 33 in Q1 2021.
  • Funds reported $135M of Western Asset Total Return ETF stock for Q2 2021, up 3% quarter-over-quarter.
  • 3 funds opened new Western Asset Total Return ETF positions in Q2 2021 and 5 closed out, a net change of -2 holders.
  • The largest Western Asset Total Return ETF buyer in Q2 2021 was Brinker Capital Investments, an estimated $2.72M added.
  • The largest Western Asset Total Return ETF seller in Q2 2021 was MJP Associates, an estimated $4.15M sold.

Based on aggregated 13F filings for Q2 2021.