Western Asset Total Return ETF
WBND
WBND was delisted on the 22nd of August, 2025.
20 hedge funds and large institutions have $29M invested in Western Asset Total Return ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
10% more capital invested
Capital invested by funds: $26.5M → $29M (+$2.54M)
8.89% more ownership
Funds ownership: 69.91% → 78.79% (+8.9%)
5% less funds holding
Funds holding: 21 → 20 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$3.72M |
| 2 |
JP Morgan Chase
New York
|
+$3.14M |
| 3 |
Jane Street
New York
|
+$509K |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$467K |
| 5 |
LPL Financial
San Diego,
California
|
+$461K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.79M |
| 2 |
AT
Arden Trust
Wilmington,
Delaware
|
-$798K |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$584K |
| 4 |
AF
Allworth Financial
Folsom,
California
|
-$543K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$451K |
WBND Hedge Fund Activity: Q3 2023 in Review
20 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Western Asset Total Return ETF (WBND) for Q3 2023, worth a combined $29M — up 9.6% from $26.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of WBND and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 9 added.
The largest buyer was Atria Investments, opening a new position worth an estimated $3.72M. The largest seller was Morgan Stanley, cutting an estimated $1.79M.
- 20 institutional investors held Western Asset Total Return ETF (WBND) as of Q3 2023, down from 21 in Q2 2023.
- Funds reported $29M of Western Asset Total Return ETF stock for Q3 2023, up 9.6% quarter-over-quarter.
- 3 funds opened new Western Asset Total Return ETF positions in Q3 2023 and 4 closed out, a net change of -1 holder.
- The largest Western Asset Total Return ETF buyer in Q3 2023 was Atria Investments, an estimated $3.72M added.
- The largest Western Asset Total Return ETF seller in Q3 2023 was Morgan Stanley, an estimated $1.79M sold.
Based on aggregated 13F filings for Q3 2023.