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WINC

Western Asset Short Duration Income ETF

Delisted

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

12 hedge funds and large institutions have $20.8M invested in Western Asset Short Duration Income ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $16.3M → $20.8M (+$4.51M)

14% less funds holding

Funds holding: 1412 (-2)

16% less ownership

Funds ownership: 74.17%58.17% (-16%)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
12
Holders Change
-2
Holders Change %
-14.29%
% of All Funds
0.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Allworth Financial
California
$9.1M +$9.08M +360,316 +4,445%
LPL Financial
2
LPL Financial
California
$4.45M -$1.94M -77,017 -30%
Truist Financial
3
Truist Financial
North Carolina
$2.14M -$219K -8,689 -9%
PWM
4
Prentice Wealth Management
New York
$1.71M -$167K -6,625 -9%
Jane Street
5
Jane Street
New York
$1.24M +$194K +7,699 +18%
Citadel Advisors
6
Citadel Advisors
Florida
$788K +$805K +31,936 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$502K -$81.1K -3,217 -14%
BRWA
8
B. Riley Wealth Advisors
Florida
$429K -$52.1K -2,067 -11%
5L
9
55I LLC
Massachusetts
$321K +$328K +13,015 New
Osaic Holdings
10
Osaic Holdings
Arizona
$147K +$33.4K +1,326 +29%
UBS Group
11
UBS Group
Switzerland
$15K +$12.1K +479 +417%
IAIM
12
International Assets Investment Management
Florida
-$1.64M -63,200 Closed
SAM
13
Synergy Asset Management
Washington
-$806K -31,105 Closed
DC
14
Darrow Company
Massachusetts
-$228K -8,837 Closed
IA
15
IFP Advisors
Florida
-$25K -959 Closed

WINC Hedge Fund Activity: Q1 2022 in Review

12 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Western Asset Short Duration Income ETF (WINC) for Q1 2022, worth a combined $20.8M — up 28% from $16.3M a quarter earlier.

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

The largest buyer was Allworth Financial, adding an estimated $9.08M. The largest seller was LPL Financial, cutting an estimated $1.94M.

  • 12 institutional investors held Western Asset Short Duration Income ETF (WINC) as of Q1 2022, down from 14 in Q4 2021.
  • Funds reported $20.8M of Western Asset Short Duration Income ETF stock for Q1 2022, up 28% quarter-over-quarter.
  • 2 funds opened new Western Asset Short Duration Income ETF positions in Q1 2022 and 4 closed out, a net change of -2 holders.
  • The largest Western Asset Short Duration Income ETF buyer in Q1 2022 was Allworth Financial, an estimated $9.08M added.
  • The largest Western Asset Short Duration Income ETF seller in Q1 2022 was LPL Financial, an estimated $1.94M sold.

Based on aggregated 13F filings for Q1 2022.