Western Asset Short Duration Income ETF
WINC
WINC was delisted on the 22nd of August, 2025.
9 hedge funds and large institutions have $6.1M invested in Western Asset Short Duration Income ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 3 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
3.19% less ownership
Funds ownership: 60.01% → 56.83% (-3.2%)
6% less capital invested
Capital invested by funds: $6.46M → $6.1M (-$363K)
18% less funds holding
Funds holding: 11 → 9 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$553K |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$208K |
| 3 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
+$73.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$286 |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$24 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$766K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$281K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$118K |
| 4 |
AF
Allworth Financial
Folsom,
California
|
-$8.33K |
| 5 |
CL
Choreo LLC
Rockford,
Illinois
|
-$4.76K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $3.13M | +$553K | +23,244 | +22% |
|
|
2
Jane Street
New York
| $1.09M | -$766K | -32,184 | -41% |
|
|
CL
3
Choreo LLC
Rockford,
Illinois
| $647K | -$4.76K | -200 | -0.7% |
|
|
PSCM
4
Per Stirling Capital Management
Austin,
Texas
| $567K | +$73.4K | +3,081 | +15% |
|
|
FAIM
5
Financial Advocates Investment Management
Olympia,
Washington
| $208K | +$208K | +8,731 | New |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $207K | -$118K | -4,946 | -36% |
|
|
AF
7
Allworth Financial
Folsom,
California
| $149K | -$8.33K | -350 | -5% |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $103K | +$24 | +1 | +0% |
|
|
9
UBS Group
Zurich,
Switzerland
| $310 | +$286 | +12 | +1,200% |
|
10
Wells Fargo
San Francisco,
California
| $8 | -$24 | -1 | Closed |
|
|
11
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$281K | -11,722 | Closed |
|
12
Morgan Stanley
New York
| – | -$40 | -1 | Closed |
|
WINC Hedge Fund Activity: Q2 2024 in Review
9 of the 6,931 institutional investors tracked by Wall St. Rank reported a position in Western Asset Short Duration Income ETF (WINC) for Q2 2024, worth a combined $6.1M — down 5.6% from $6.46M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of WINC and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 4 added.
The largest buyer was LPL Financial, adding an estimated $553K. The largest seller was Jane Street, cutting an estimated $766K.
- 9 institutional investors held Western Asset Short Duration Income ETF (WINC) as of Q2 2024, down from 11 in Q1 2024.
- Funds reported $6.1M of Western Asset Short Duration Income ETF stock for Q2 2024, down 5.6% quarter-over-quarter.
- 1 fund opened new Western Asset Short Duration Income ETF positions in Q2 2024 and 3 closed out, a net change of -2 holders.
- The largest Western Asset Short Duration Income ETF buyer in Q2 2024 was LPL Financial, an estimated $553K added.
- The largest Western Asset Short Duration Income ETF seller in Q2 2024 was Jane Street, an estimated $766K sold.
Based on aggregated 13F filings for Q2 2024.