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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 $107M invested in Western Asset Total Return ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

14% more funds holding

Funds holding: 2933 (+4)

11.47% less ownership

Funds ownership: 108.4%96.93% (-11%)

18% less capital invested

Capital invested by funds: $131M → $107M (-$24.2M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.52%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
15
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1
Magnus Financial Group
New York
$14.5M +$783K +31,849 +5%
EDRIA
2
Edmonds Duncan Registered Investment Advisors
Kansas
$14M +$358K +14,553 +2%
AT
3
Arden Trust
Delaware
$11.1M +$265K +10,784 +2%
Jane Street
4
Jane Street
New York
$9.65M +$8.71M +354,598 +539%
Franklin Resources
5
Franklin Resources
California
$9.58M +$962K +39,149 +10%
AF
6
Allworth Financial
California
$9.48M +$9.03M +367,295 +804%
DWP
7
Destiny Wealth Partners
Florida
$5.89M +$682K +27,736 +12%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$5.63M -$15.6M -633,492 -72%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.01M -$13.9M -567,035 -72%
PFA
10
Professional Financial Advisors
Nebraska
$4.14M +$600K +24,407 +16%
Truist Financial
11
Truist Financial
North Carolina
$3.42M -$351K -14,300 -9%
LWMNY
12
Landmark Wealth Management (New York)
New York
$3.24M +$3.48M +141,436 +110%
LPL Financial
13
LPL Financial
California
$2.87M -$147 -6 -0%
SMG
14
Smart Money Group
Texas
$1.68M -$292K -11,881 -14%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.08M +$167K +6,814 +17%
Wells Fargo
16
Wells Fargo
California
$1.02M +$505K +20,556 +86%
RJA
17
Raymond James & Associates
Florida
$855K +$915K +37,239 New
AAS
18
Avantax Advisory Services
Texas
$697K +$4.64K +189 +0.6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$510K +$517K +21,030 +1,782%
AWM
20
AE Wealth Management
Kansas
$481K -$271K -11,021 -34%
Morgan Stanley
21
Morgan Stanley
New York
$472K -$197K -8,019 -28%
BRWA
22
B. Riley Wealth Advisors
Florida
$423K -$48K -1,952 -10%
AC
23
Avestar Capital
New York
$313K
IWP
24
IAG Wealth Partners
Wisconsin
$252K +$269K +10,963 New
WCP
25
Wick Capital Partners
Pennsylvania
$221K -$14.4K -587 -6%

WBND Hedge Fund Activity: Q1 2022 in Review

33 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Western Asset Total Return ETF (WBND) for Q1 2022, worth a combined $107M — down 18% from $131M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WBND positions and 3 closed out — a net gain of 4 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Allworth Financial, adding an estimated $9.03M. The largest seller was Mercer Global Advisors, cutting an estimated $15.6M.

  • 33 institutional investors held Western Asset Total Return ETF (WBND) as of Q1 2022, up from 29 in Q4 2021.
  • Funds reported $107M of Western Asset Total Return ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 7 funds opened new Western Asset Total Return ETF positions in Q1 2022 and 3 closed out, a net change of +4 holders.
  • The largest Western Asset Total Return ETF buyer in Q1 2022 was Allworth Financial, an estimated $9.03M added.
  • The largest Western Asset Total Return ETF seller in Q1 2022 was Mercer Global Advisors, an estimated $15.6M sold.

Based on aggregated 13F filings for Q1 2022.