Western Asset Short Duration Income ETF
WINC
WINC was delisted on the 22nd of August, 2025.
12 hedge funds and large institutions have $7.86M invested in Western Asset Short Duration Income ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
33% more capital invested
Capital invested by funds: $5.89M → $7.86M (+$1.97M)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
11.81% more ownership
Funds ownership: 25.12% → 36.92% (+12%)
9% more funds holding
Funds holding: 11 → 12 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.3M |
| 2 |
CL
Choreo LLC
Rockford,
Illinois
|
+$682K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$237K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$207K |
| 5 |
LPL Financial
San Diego,
California
|
+$119K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$544K |
| 2 |
PWM
Prentice Wealth Management
Rochester,
New York
|
-$170K |
| 3 |
AF
Allworth Financial
Folsom,
California
|
-$139K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.7K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$968 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $2.81M | +$1.3M | +55,196 | +87% |
|
2
Citadel Advisors
Miami,
Florida
| $1.18M | +$111K | +4,680 | +10% |
|
|
3
LPL Financial
San Diego,
California
| $1.16M | +$119K | +5,050 | +11% |
|
|
CL
4
Choreo LLC
Rockford,
Illinois
| $682K | +$682K | +28,870 | New |
|
|
PSCM
5
Per Stirling Capital Management
Austin,
Texas
| $484K | +$2.43K | +103 | +0.5% |
|
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $400K | -$968 | -41 | -0.2% |
|
|
PWM
7
Prentice Wealth Management
Rochester,
New York
| $389K | -$170K | -7,197 | -30% |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $238K | +$237K | +10,052 | New |
|
|
9
Bank of Montreal
Toronto,
Ontario, Canada
| $207K | +$207K | +8,760 | New |
|
10
UBS Group
Zurich,
Switzerland
| $120K | +$116K | +4,927 | +3,099% |
|
|
11
Osaic Holdings
Scottsdale,
Arizona
| $99.7K | -$4.7K | -199 | -5% |
|
|
AF
12
Allworth Financial
Folsom,
California
| $88K | -$139K | -5,874 | -61% |
|
13
Wells Fargo
San Francisco,
California
| $21 | -$24 | -1 | Closed |
|
|
14
Truist Financial
Charlotte,
North Carolina
| – | -$544K | -23,197 | Closed |
|
WINC Hedge Fund Activity: Q1 2023 in Review
12 of the 6,279 institutional investors tracked by Wall St. Rank reported a position in Western Asset Short Duration Income ETF (WINC) for Q1 2023, worth a combined $7.86M — up 33% from $5.89M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WINC positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Jane Street, adding an estimated $1.3M. The largest seller was Truist Financial, exiting entirely with an estimated $544K sold.
- 12 institutional investors held Western Asset Short Duration Income ETF (WINC) as of Q1 2023, up from 11 in Q4 2022.
- Funds reported $7.86M of Western Asset Short Duration Income ETF stock for Q1 2023, up 33% quarter-over-quarter.
- 3 funds opened new Western Asset Short Duration Income ETF positions in Q1 2023 and 2 closed out, a net change of +1 holder.
- The largest Western Asset Short Duration Income ETF buyer in Q1 2023 was Jane Street, an estimated $1.3M added.
- The largest Western Asset Short Duration Income ETF seller in Q1 2023 was Truist Financial, an estimated $544K sold.
Based on aggregated 13F filings for Q1 2023.