Western Asset Short Duration Income ETF
WINC
WINC was delisted on the 22nd of August, 2025.
14 hedge funds and large institutions have $16.3M invested in Western Asset Short Duration Income ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
56% more funds holding
Funds holding: 9 → 14 (+5)
16% more capital invested
Capital invested by funds: $14.1M → $16.3M (+$2.2M)
7.02% more ownership
Funds ownership: 67.15% → 74.17% (+7%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$809K |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$505K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$465K |
| 4 |
LPL Financial
San Diego,
California
|
+$397K |
| 5 |
AF
Allworth Financial
Folsom,
California
|
+$211K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$110K |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$44K |
| 3 |
PWM
Prentice Wealth Management
Rochester,
New York
|
-$36.5K |
| 4 |
Jane Street
New York
|
-$31.7K |
WINC Hedge Fund Activity: Q4 2021 in Review
14 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Western Asset Short Duration Income ETF (WINC) for Q4 2021, worth a combined $16.3M — up 16% from $14.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new WINC positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Synergy Asset Management, opening a new position worth an estimated $809K. The largest seller was International Assets Investment Management, cutting an estimated $110K.
- 14 institutional investors held Western Asset Short Duration Income ETF (WINC) as of Q4 2021, up from 9 in Q3 2021.
- Funds reported $16.3M of Western Asset Short Duration Income ETF stock for Q4 2021, up 16% quarter-over-quarter.
- 6 funds opened new Western Asset Short Duration Income ETF positions in Q4 2021 and 1 closed out, a net change of +5 holders.
- The largest Western Asset Short Duration Income ETF buyer in Q4 2021 was Synergy Asset Management, an estimated $809K added.
- The largest Western Asset Short Duration Income ETF seller in Q4 2021 was International Assets Investment Management, an estimated $110K sold.
Based on aggregated 13F filings for Q4 2021.