Western Asset Short Duration Income ETF
WINC
WINC was delisted on the 22nd of August, 2025.
11 hedge funds and large institutions have $6.2M invested in Western Asset Short Duration Income ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 3 closing their positions.
3.77% less ownership
Funds ownership: 36.92% → 33.15% (-3.8%)
8% less funds holding
Funds holding: 12 → 11 (-1)
21% less capital invested
Capital invested by funds: $7.86M → $6.2M (-$1.66M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$213K |
| 2 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
+$12.4K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$7.13K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.2K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$24 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.18M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$238K |
| 3 |
PWM
Prentice Wealth Management
Rochester,
New York
|
-$129K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$120K |
| 5 |
LPL Financial
San Diego,
California
|
-$56.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Jane Street
New York
| $2.75M | -$26.9K | -1,141 | -1% |
|
|
2
LPL Financial
San Diego,
California
| $1.09M | -$56.2K | -2,387 | -5% |
|
|
CL
3
Choreo LLC
Rockford,
Illinois
| $642K | -$32.9K | -1,400 | -5% |
|
|
PSCM
4
Per Stirling Capital Management
Austin,
Texas
| $491K | +$12.4K | +525 | +3% |
|
5
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $375K | -$20.2K | -858 | -5% |
|
|
PWM
6
Prentice Wealth Management
Rochester,
New York
| $257K | -$129K | -5,471 | -33% |
|
|
7
Bank of Montreal
Toronto,
Ontario, Canada
| $212K | +$7.13K | +303 | +3% |
|
|
8
Creative Planning
Overland Park,
Kansas
| $212K | +$213K | +9,069 | New |
|
|
9
Osaic Holdings
Scottsdale,
Arizona
| $99.8K | +$1.2K | +51 | +1% |
|
|
AF
10
Allworth Financial
Folsom,
California
| $72.6K | -$14.6K | -619 | -17% |
|
|
11
Wells Fargo
San Francisco,
California
| $18 | +$24 | +1 | New |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$1.18M | -50,036 | Closed |
|
|
13
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$238K | -10,052 | Closed |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$120K | -5,086 | Closed |
|
WINC Hedge Fund Activity: Q2 2023 in Review
11 of the 6,373 institutional investors tracked by Wall St. Rank reported a position in Western Asset Short Duration Income ETF (WINC) for Q2 2023, worth a combined $6.2M — down 21% from $7.86M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of WINC and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 3 added.
The largest buyer was Creative Planning, opening a new position worth an estimated $213K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.18M sold.
- 11 institutional investors held Western Asset Short Duration Income ETF (WINC) as of Q2 2023, down from 12 in Q1 2023.
- Funds reported $6.2M of Western Asset Short Duration Income ETF stock for Q2 2023, down 21% quarter-over-quarter.
- 2 funds opened new Western Asset Short Duration Income ETF positions in Q2 2023 and 3 closed out, a net change of -1 holder.
- The largest Western Asset Short Duration Income ETF buyer in Q2 2023 was Creative Planning, an estimated $213K added.
- The largest Western Asset Short Duration Income ETF seller in Q2 2023 was Citadel Advisors, an estimated $1.18M sold.
Based on aggregated 13F filings for Q2 2023.