Western Asset Short Duration Income ETF
WINC
WINC was delisted on the 22nd of August, 2025.
11 hedge funds and large institutions have $6.46M invested in Western Asset Short Duration Income ETF in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.
8.2% more ownership
Funds ownership: 51.82% → 60.01% (+8.2%)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
5% less capital invested
Capital invested by funds: $6.81M → $6.46M (-$345K)
21% less funds holding
Funds holding: 14 → 11 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.37M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$82.3K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$47.1K |
| 4 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
+$13.2K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.22K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$827K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$314K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$279K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$221K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$217K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $2.58M | +$1.37M | +57,518 | +115% |
|
|
2
Jane Street
New York
| $1.87M | -$827K | -34,639 | -31% |
|
|
CL
3
Choreo LLC
Rockford,
Illinois
| $657K | – | – | – |
|
|
PSCM
4
Per Stirling Capital Management
Austin,
Texas
| $495K | +$13.2K | +554 | +3% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $326K | -$221K | -9,251 | -40% |
|
|
6
Bank of Montreal
Toronto,
Ontario, Canada
| $281K | +$47.1K | +1,972 | +20% |
|
|
AF
7
Allworth Financial
Folsom,
California
| $157K | +$82.3K | +3,449 | +110% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $103K | +$1.22K | +51 | +1% |
|
9
Morgan Stanley
New York
| $40 | -$263 | -11 | -92% |
|
10
UBS Group
Zurich,
Switzerland
| $24 | -$16.6K | -694 | -100% |
|
11
Wells Fargo
San Francisco,
California
| $20 | -$24 | -1 | -50% |
|
|
12
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$314K | -13,140 | Closed |
|
|
13
Citadel Advisors
Miami,
Florida
| – | -$279K | -11,668 | Closed |
|
|
14
Creative Planning
Overland Park,
Kansas
| – | -$217K | -9,069 | Closed |
|
WINC Hedge Fund Activity: Q1 2024 in Review
11 of the 6,948 institutional investors tracked by Wall St. Rank reported a position in Western Asset Short Duration Income ETF (WINC) for Q1 2024, worth a combined $6.46M — down 5.1% from $6.81M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of WINC and 0 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 5 added.
The largest buyer was LPL Financial, adding an estimated $1.37M. The largest seller was Jane Street, cutting an estimated $827K.
- 11 institutional investors held Western Asset Short Duration Income ETF (WINC) as of Q1 2024, down from 14 in Q4 2023.
- Funds reported $6.46M of Western Asset Short Duration Income ETF stock for Q1 2024, down 5.1% quarter-over-quarter.
- 0 funds opened new Western Asset Short Duration Income ETF positions in Q1 2024 and 3 closed out, a net change of -3 holders.
- The largest Western Asset Short Duration Income ETF buyer in Q1 2024 was LPL Financial, an estimated $1.37M added.
- The largest Western Asset Short Duration Income ETF seller in Q1 2024 was Jane Street, an estimated $827K sold.
Based on aggregated 13F filings for Q1 2024.