Western Asset Short Duration Income ETF
WINC
WINC was delisted on the 22nd of August, 2025.
7 hedge funds and large institutions have $20.4M invested in Western Asset Short Duration Income ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
0.11% less ownership
Funds ownership: 90.67% → 90.56% (-0.11%)
13% less funds holding
Funds holding: 8 → 7 (-1)
13% less capital invested
Capital invested by funds: $23.4M → $20.4M (-$2.95M)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
+$16.2M |
| 2 |
Jane Street
New York
|
+$472K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$286K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$141K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$47.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
-$5.16M |
| 2 |
Goldman Sachs
New York
|
-$4.77M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.87M |
| 4 |
Citigroup
New York
|
-$3.33M |
| 5 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
-$501K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VNA
1
Valley National Advisers
Bethlehem,
Pennsylvania
| $14.7M | +$16.2M | +645,212 | +11,434% |
|
|
MSE
2
MUFG Securities EMEA
London,
United Kingdom
| $4.06M | -$501K | -20,000 | -10% |
|
|
3
Truist Financial
Charlotte,
North Carolina
| $964K | +$141K | +5,611 | +15% |
|
|
4
Jane Street
New York
| $425K | +$472K | +18,822 | New |
|
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $257K | +$286K | +11,400 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $42K | +$47.1K | +1,877 | New |
|
|
7
HSBC Holdings
London,
United Kingdom
| – | -$5.16M | -200,000 | Closed |
|
|
8
Goldman Sachs
New York
| – | -$4.77M | -185,000 | Closed |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$3.87M | -150,000 | Closed |
|
|
10
Citigroup
New York
| – | -$3.33M | -129,010 | Closed |
|
WINC Hedge Fund Activity: Q1 2020 in Review
7 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Western Asset Short Duration Income ETF (WINC) for Q1 2020, worth a combined $20.4M — down 13% from $23.4M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of WINC and 3 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was Valley National Advisers, adding an estimated $16.2M. The largest seller was HSBC Holdings, exiting entirely with an estimated $5.16M sold.
- 7 institutional investors held Western Asset Short Duration Income ETF (WINC) as of Q1 2020, down from 8 in Q4 2019.
- Funds reported $20.4M of Western Asset Short Duration Income ETF stock for Q1 2020, down 13% quarter-over-quarter.
- 3 funds opened new Western Asset Short Duration Income ETF positions in Q1 2020 and 4 closed out, a net change of -1 holder.
- The largest Western Asset Short Duration Income ETF buyer in Q1 2020 was Valley National Advisers, an estimated $16.2M added.
- The largest Western Asset Short Duration Income ETF seller in Q1 2020 was HSBC Holdings, an estimated $5.16M sold.
Based on aggregated 13F filings for Q1 2020.