Western Asset Short Duration Income ETF
WINC
WINC was delisted on the 22nd of August, 2025.
9 hedge funds and large institutions have $5.4M invested in Western Asset Short Duration Income ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
29% more funds holding
Funds holding: 7 → 9 (+2)
3% more capital invested
Capital invested by funds: $5.24M → $5.4M (+$157K)
0.77% more ownership
Funds ownership: 69.83% → 70.61% (+0.77%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$1.53M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$231K |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$112K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$38.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.37K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
-$1.5M |
| 2 |
Jane Street
New York
|
-$262K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$63.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $1.53M | +$1.53M | +60,000 | New |
|
|
2
Truist Financial
Charlotte,
North Carolina
| $1.32M | +$231K | +9,068 | +21% |
|
|
3
Citadel Advisors
Miami,
Florida
| $1.23M | -$63.5K | -2,488 | -5% |
|
|
4
Jane Street
New York
| $675K | -$262K | -10,284 | -28% |
|
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $359K | +$38.5K | +1,510 | +12% |
|
|
VNA
6
Valley National Advisers
Bethlehem,
Pennsylvania
| $133K | – | – | – |
|
|
PFS
7
Prospera Financial Services
Dallas,
Texas
| $112K | +$112K | +4,380 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $42K | +$3.37K | +132 | +9% |
|
|
MSE
9
MUFG Securities EMEA
London,
United Kingdom
| – | -$1.5M | -60,000 | Closed |
|
10
Wells Fargo
San Francisco,
California
| – | +$26 | +1 | New |
|
WINC Hedge Fund Activity: Q3 2020 in Review
9 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Western Asset Short Duration Income ETF (WINC) for Q3 2020, worth a combined $5.4M — up 3% from $5.24M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WINC positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $1.53M. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $1.5M sold.
- 9 institutional investors held Western Asset Short Duration Income ETF (WINC) as of Q3 2020, up from 7 in Q2 2020.
- Funds reported $5.4M of Western Asset Short Duration Income ETF stock for Q3 2020, up 3% quarter-over-quarter.
- 3 funds opened new Western Asset Short Duration Income ETF positions in Q3 2020 and 1 closed out, a net change of +2 holders.
- The largest Western Asset Short Duration Income ETF buyer in Q3 2020 was Franklin Resources, an estimated $1.53M added.
- The largest Western Asset Short Duration Income ETF seller in Q3 2020 was MUFG Securities EMEA, an estimated $1.5M sold.
Based on aggregated 13F filings for Q3 2020.