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WINC

Western Asset Short Duration Income ETF

Delisted

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

11 hedge funds and large institutions have $8.34M invested in Western Asset Short Duration Income ETF in 2022 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 1211 (-1)

24.68% less ownership

Funds ownership: 58.17%33.5% (-25%)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

60% less capital invested

Capital invested by funds: $20.8M → $8.34M (-$12.5M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
11
Holders Change
-1
Holders Change %
-8.33%
% of All Funds
0.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
Increased
4
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
1
Truist Financial
North Carolina
$2M -$58.1K -2,412 -3%
PWM
2
Prentice Wealth Management
New York
$1.57M -$68.1K -2,827 -4%
Citadel Advisors
3
Citadel Advisors
Florida
$1.36M +$616K +25,579 +80%
LPL Financial
4
LPL Financial
California
$1.32M -$2.99M -124,250 -69%
AF
5
Allworth Financial
California
$771K -$8.09M -335,901 -91%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$494K +$12.5K +518 +3%
BRWA
7
B. Riley Wealth Advisors
Florida
$420K +$8.19K +340 +2%
Jane Street
8
Jane Street
New York
$228K -$973K -40,382 -81%
Osaic Holdings
9
Osaic Holdings
Arizona
$162K +$20.9K +866 +15%
UBS Group
10
UBS Group
Switzerland
$6K -$8.07K -335 -56%
5L
11
55I LLC
Massachusetts
-$321K -13,015 Closed

WINC Hedge Fund Activity: Q2 2022 in Review

11 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Western Asset Short Duration Income ETF (WINC) for Q2 2022, worth a combined $8.34M — down 60% from $20.8M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of WINC and 0 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 4 added.

The largest buyer was Citadel Advisors, adding an estimated $616K. The largest seller was Allworth Financial, cutting an estimated $8.09M.

  • 11 institutional investors held Western Asset Short Duration Income ETF (WINC) as of Q2 2022, down from 12 in Q1 2022.
  • Funds reported $8.34M of Western Asset Short Duration Income ETF stock for Q2 2022, down 60% quarter-over-quarter.
  • 0 funds opened new Western Asset Short Duration Income ETF positions in Q2 2022 and 1 closed out, a net change of -1 holder.
  • The largest Western Asset Short Duration Income ETF buyer in Q2 2022 was Citadel Advisors, an estimated $616K added.
  • The largest Western Asset Short Duration Income ETF seller in Q2 2022 was Allworth Financial, an estimated $8.09M sold.

Based on aggregated 13F filings for Q2 2022.