Western Asset Total Return ETF
WBND
WBND was delisted on the 22nd of August, 2025.
21 hedge funds and large institutions have $26.5M invested in Western Asset Total Return ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 4 closing their positions.
42% more capital invested
Capital invested by funds: $18.7M → $26.5M (+$7.83M)
17.06% more ownership
Funds ownership: 52.84% → 69.91% (+17%)
9% less funds holding
Funds holding: 23 → 21 (-2)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$8.48M |
| 2 |
Bank of New York Mellon
New York
|
+$1.41M |
| 3 |
Morgan Stanley
New York
|
+$1.03M |
| 4 |
BFA
Bill Few Associates
Pittsburgh,
Pennsylvania
|
+$318K |
| 5 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
+$184K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.72M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$370K |
| 3 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$332K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$284K |
| 5 |
AT
Arden Trust
Wilmington,
Delaware
|
-$271K |
WBND Hedge Fund Activity: Q2 2023 in Review
21 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Western Asset Total Return ETF (WBND) for Q2 2023, worth a combined $26.5M — up 42% from $18.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of WBND and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 8 added.
The largest buyer was LPL Financial, adding an estimated $8.48M. The largest seller was Jane Street, cutting an estimated $1.72M.
- 21 institutional investors held Western Asset Total Return ETF (WBND) as of Q2 2023, down from 23 in Q1 2023.
- Funds reported $26.5M of Western Asset Total Return ETF stock for Q2 2023, up 42% quarter-over-quarter.
- 2 funds opened new Western Asset Total Return ETF positions in Q2 2023 and 4 closed out, a net change of -2 holders.
- The largest Western Asset Total Return ETF buyer in Q2 2023 was LPL Financial, an estimated $8.48M added.
- The largest Western Asset Total Return ETF seller in Q2 2023 was Jane Street, an estimated $1.72M sold.
Based on aggregated 13F filings for Q2 2023.