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WBND

Western Asset Total Return ETF

Delisted

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

15 hedge funds and large institutions have $17.7M invested in Western Asset Total Return ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

10.8% more ownership

Funds ownership: 79.89%90.69% (+11%)

11% less capital invested

Capital invested by funds: $19.9M → $17.7M (-$2.2M)

21% less funds holding

Funds holding: 1915 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
15
Holders Change
-4
Holders Change %
-21.05%
% of All Funds
0.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Allworth Financial
California
$4.11M -$725K -36,212 -15%
Citadel Advisors
2
Citadel Advisors
Florida
$3.76M +$2.14M +107,048 +125%
JP Morgan Chase
3
JP Morgan Chase
New York
$3.31M -$107K -5,323 -3%
LPL Financial
4
LPL Financial
California
$1.55M +$43K +2,148 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.23M +$765K +38,186 +154%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.11M +$1.14M +57,093 New
Morgan Stanley
7
Morgan Stanley
New York
$1.06M -$59.3K -2,962 -5%
FTUS
8
Flow Traders U.S.
New York
$742K -$293K -14,638 -28%
Jane Street
9
Jane Street
New York
$570K +$121K +6,053 +26%
VP
10
Verum Partners
North Carolina
$203K +$60 +3 +0%
UBS Group
11
UBS Group
Switzerland
$57.1K +$47.1K +2,350 +408%
ACA
12
American Capital Advisory
Idaho
$3.37K
PC
13
Promus Capital
Illinois
$3.1K +$3.19K +159 New
GRP
14
Global Retirement Partners
California
$2.13K -$80 -4 -4%
Wells Fargo
15
Wells Fargo
California
$16
LWMNY
16
Landmark Wealth Management (New York)
New York
-$3.29M -158,598 Closed
BFA
17
Bill Few Associates
Pennsylvania
-$434K -20,885 Closed
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
-$309K -14,930 Closed
DWP
19
Destiny Wealth Partners
Florida
-$202K -9,723 Closed
LFG
20
Larson Financial Group
Missouri
-$22.3K -1,072 Closed
Osaic Holdings
21
Osaic Holdings
Arizona
-$9.25K -445 Closed

WBND Hedge Fund Activity: Q4 2024 in Review

15 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Western Asset Total Return ETF (WBND) for Q4 2024, worth a combined $17.7M — down 11% from $19.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of WBND and 2 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 6 added.

The largest buyer was Citadel Advisors, adding an estimated $2.14M. The largest seller was Landmark Wealth Management (New York), exiting entirely with an estimated $3.29M sold.

  • 15 institutional investors held Western Asset Total Return ETF (WBND) as of Q4 2024, down from 19 in Q3 2024.
  • Funds reported $17.7M of Western Asset Total Return ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 2 funds opened new Western Asset Total Return ETF positions in Q4 2024 and 6 closed out, a net change of -4 holders.
  • The largest Western Asset Total Return ETF buyer in Q4 2024 was Citadel Advisors, an estimated $2.14M added.
  • The largest Western Asset Total Return ETF seller in Q4 2024 was Landmark Wealth Management (New York), an estimated $3.29M sold.

Based on aggregated 13F filings for Q4 2024.