Western Asset Short Duration Income ETF
WINC
WINC was delisted on the 22nd of August, 2025.
9 hedge funds and large institutions have $14.1M invested in Western Asset Short Duration Income ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
167% more capital invested
Capital invested by funds: $5.29M → $14.1M (+$8.84M)
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
27.01% more ownership
Funds ownership: 40.14% → 67.15% (+27%)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.92M |
| 2 |
PWM
Prentice Wealth Management
Rochester,
New York
|
+$2.03M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$1.78M |
| 4 |
Jane Street
New York
|
+$790K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$789K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$105K |
| 3 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$4.16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $6.36M | +$4.92M | +186,932 | +341% |
|
2
Truist Financial
Charlotte,
North Carolina
| $2.04M | +$117K | +4,426 | +6% |
|
|
PWM
3
Prentice Wealth Management
Rochester,
New York
| $2.03M | +$2.03M | +77,205 | +7,720,500% |
|
|
IAIM
4
International Assets Investment Management
Orlando,
Florida
| $1.77M | +$1.78M | +67,450 | New |
|
|
5
Jane Street
New York
| $1.15M | +$790K | +30,009 | +222% |
|
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $617K | -$105K | -3,985 | -15% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $121K | +$121K | +4,614 | New |
|
|
CFA
8
Carroll Financial Associates
Charlotte,
North Carolina
| $44K | -$4.16K | -158 | -9% |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$789K | -29,946 | Closed |
|
WINC Hedge Fund Activity: Q3 2021 in Review
9 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Western Asset Short Duration Income ETF (WINC) for Q3 2021, worth a combined $14.1M — up 167% from $5.29M a quarter earlier.
Fund positioning in WINC was balanced in Q3 2021: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.92M. The largest seller was Citadel Advisors, exiting entirely with an estimated $789K sold.
- 9 institutional investors held Western Asset Short Duration Income ETF (WINC) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $14.1M of Western Asset Short Duration Income ETF stock for Q3 2021, up 167% quarter-over-quarter.
- 2 funds opened new Western Asset Short Duration Income ETF positions in Q3 2021 and 2 closed out, a net change of 0 holders.
- The largest Western Asset Short Duration Income ETF buyer in Q3 2021 was LPL Financial, an estimated $4.92M added.
- The largest Western Asset Short Duration Income ETF seller in Q3 2021 was Citadel Advisors, an estimated $789K sold.
Based on aggregated 13F filings for Q3 2021.