Western Asset Short Duration Income ETF
WINC
WINC was delisted on the 22nd of August, 2025.
8 hedge funds and large institutions have $7.98M invested in Western Asset Short Duration Income ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 4 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
29% more capital invested
Capital invested by funds: $6.2M → $7.98M (+$1.78M)
19.46% more ownership
Funds ownership: 33.15% → 52.61% (+19%)
27% less funds holding
Funds holding: 11 → 8 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.61M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$273K |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$187 |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$47 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$375K |
| 2 |
PWM
Prentice Wealth Management
Rochester,
New York
|
-$257K |
| 3 |
LPL Financial
San Diego,
California
|
-$218K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$212K |
| 5 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
-$26.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $5.35M | +$2.61M | +111,652 | +95% |
|
|
2
LPL Financial
San Diego,
California
| $872K | -$218K | -9,326 | -20% |
|
|
CL
3
Choreo LLC
Rockford,
Illinois
| $641K | – | – | – |
|
|
PSCM
4
Per Stirling Capital Management
Austin,
Texas
| $463K | -$26.5K | -1,135 | -5% |
|
|
5
Citadel Advisors
Miami,
Florida
| $273K | +$273K | +11,676 | New |
|
6
Creative Planning
Overland Park,
Kansas
| $212K | – | – | – |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $99.7K | +$47 | +2 | +0% |
|
|
AF
8
Allworth Financial
Folsom,
California
| $72.7K | +$187 | +8 | +0.3% |
|
9
Wells Fargo
San Francisco,
California
| $7 | -$23 | -1 | Closed |
|
|
10
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$375K | -16,046 | Closed |
|
|
PWM
11
Prentice Wealth Management
Rochester,
New York
| – | -$257K | -10,995 | Closed |
|
|
12
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$212K | -9,063 | Closed |
|
WINC Hedge Fund Activity: Q3 2023 in Review
8 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in Western Asset Short Duration Income ETF (WINC) for Q3 2023, worth a combined $7.98M — up 29% from $6.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of WINC and 1 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 3 added.
The largest buyer was Jane Street, adding an estimated $2.61M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $375K sold.
- 8 institutional investors held Western Asset Short Duration Income ETF (WINC) as of Q3 2023, down from 11 in Q2 2023.
- Funds reported $7.98M of Western Asset Short Duration Income ETF stock for Q3 2023, up 29% quarter-over-quarter.
- 1 fund opened new Western Asset Short Duration Income ETF positions in Q3 2023 and 4 closed out, a net change of -3 holders.
- The largest Western Asset Short Duration Income ETF buyer in Q3 2023 was Jane Street, an estimated $2.61M added.
- The largest Western Asset Short Duration Income ETF seller in Q3 2023 was Cambridge Investment Research Advisors, an estimated $375K sold.
Based on aggregated 13F filings for Q3 2023.