Western Asset Total Return ETF
WBND
WBND was delisted on the 22nd of August, 2025.
22 hedge funds and large institutions have $40.2M invested in Western Asset Total Return ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 2 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
39% more capital invested
Capital invested by funds: $29M → $40.2M (+$11.2M)
10% more funds holding
Funds holding: 20 → 22 (+2)
7.28% more ownership
Funds ownership: 78.79% → 86.07% (+7.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$2.88M |
| 2 |
JP Morgan Chase
New York
|
+$2.82M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$889K |
| 4 |
LPL Financial
San Diego,
California
|
+$754K |
| 5 |
Bank of New York Mellon
New York
|
+$645K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$316K |
| 2 |
AT
Arden Trust
Wilmington,
Delaware
|
-$208K |
| 3 |
Morgan Stanley
New York
|
-$169K |
| 4 |
Jane Street
New York
|
-$142K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$33.9K |
WBND Hedge Fund Activity: Q4 2023 in Review
22 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Western Asset Total Return ETF (WBND) for Q4 2023, worth a combined $40.2M — up 39% from $29M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new WBND positions and 2 closed out — a net gain of 2 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was Allworth Financial, adding an estimated $2.88M. The largest seller was Citadel Advisors, exiting entirely with an estimated $316K sold.
- 22 institutional investors held Western Asset Total Return ETF (WBND) as of Q4 2023, up from 20 in Q3 2023.
- Funds reported $40.2M of Western Asset Total Return ETF stock for Q4 2023, up 39% quarter-over-quarter.
- 4 funds opened new Western Asset Total Return ETF positions in Q4 2023 and 2 closed out, a net change of +2 holders.
- The largest Western Asset Total Return ETF buyer in Q4 2023 was Allworth Financial, an estimated $2.88M added.
- The largest Western Asset Total Return ETF seller in Q4 2023 was Citadel Advisors, an estimated $316K sold.
Based on aggregated 13F filings for Q4 2023.