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WBND

Western Asset Total Return ETF

Delisted

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

29 hedge funds and large institutions have $56.1M invested in Western Asset Total Return ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.68% less ownership

Funds ownership: 96.93%95.25% (-1.7%)

12% less funds holding

Funds holding: 3329 (-4)

48% less capital invested

Capital invested by funds: $107M → $56.1M (-$51M)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

72% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 18

Holders
29
Holders Change
-4
Holders Change %
-12.12%
% of All Funds
0.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
5
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1
Magnus Financial Group
New York
$13.6M +$262K +12,115 +2%
AT
2
Arden Trust
Delaware
$8.34M -$1.84M -85,062 -18%
Franklin Resources
3
Franklin Resources
California
$8.27M -$495K -22,838 -5%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$3.97M -$1.23M -56,678 -23%
ACP
5
Aveo Capital Partners
Colorado
$3.67M +$3.78M +174,720 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.42M -$1.21M -56,045 -26%
LWMNY
7
Landmark Wealth Management (New York)
New York
$2.57M -$3.21M -148,331 -55%
Truist Financial
8
Truist Financial
North Carolina
$1.7M -$1.47M -68,103 -46%
AF
9
Allworth Financial
California
$1.34M -$7.57M -349,407 -85%
LPL Financial
10
LPL Financial
California
$1.27M -$1.4M -64,546 -52%
Wells Fargo
11
Wells Fargo
California
$1.11M +$184K +8,485 +19%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.02M +$573K +26,444 +119%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$977K -$16.4K -759 -2%
RJA
14
Raymond James & Associates
Florida
$783K
Jane Street
15
Jane Street
New York
$655K -$8.43M -389,254 -93%
IWP
16
IAG Wealth Partners
Wisconsin
$652K +$434K +20,036 +183%
BRWA
17
B. Riley Wealth Advisors
Florida
$390K +$2.77K +128 +0.7%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$357K +$368K +16,983 New
Morgan Stanley
19
Morgan Stanley
New York
$345K -$90.9K -4,199 -20%
AAS
20
Avantax Advisory Services
Texas
$339K -$310K -14,314 -47%
DWP
21
Destiny Wealth Partners
Florida
$336K -$5.22M -240,870 -94%
Citadel Advisors
22
Citadel Advisors
Florida
$335K +$344K +15,905 New
AC
23
Avestar Capital
New York
$287K
AWM
24
AE Wealth Management
Kansas
$247K -$199K -9,210 -44%
UBS Group
25
UBS Group
Switzerland
$51K -$715 -33 -1%

WBND Hedge Fund Activity: Q2 2022 in Review

29 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Western Asset Total Return ETF (WBND) for Q2 2022, worth a combined $56.1M — down 48% from $107M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of WBND and 3 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 5 added.

The largest buyer was Aveo Capital Partners, opening a new position worth an estimated $3.78M. The largest seller was Edmonds Duncan Registered Investment Advisors, exiting entirely with an estimated $14M sold.

  • 29 institutional investors held Western Asset Total Return ETF (WBND) as of Q2 2022, down from 33 in Q1 2022.
  • Funds reported $56.1M of Western Asset Total Return ETF stock for Q2 2022, down 48% quarter-over-quarter.
  • 3 funds opened new Western Asset Total Return ETF positions in Q2 2022 and 7 closed out, a net change of -4 holders.
  • The largest Western Asset Total Return ETF buyer in Q2 2022 was Aveo Capital Partners, an estimated $3.78M added.
  • The largest Western Asset Total Return ETF seller in Q2 2022 was Edmonds Duncan Registered Investment Advisors, an estimated $14M sold.

Based on aggregated 13F filings for Q2 2022.