Western Asset Short Duration Income ETF
WINC
WINC was delisted on the 22nd of August, 2025.
11 hedge funds and large institutions have $9.09M invested in Western Asset Short Duration Income ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
49% more capital invested
Capital invested by funds: $6.1M → $9.09M (+$2.99M)
22% more funds holding
Funds holding: 9 → 11 (+2)
17.88% more ownership
Funds ownership: 56.83% → 74.71% (+18%)
83% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$2.51M |
| 2 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$1.94M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$410K |
| 4 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
+$5.04K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$923K |
| 2 |
Jane Street
New York
|
-$784K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$207K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$101K |
| 5 |
CL
Choreo LLC
Rockford,
Illinois
|
-$7.48K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IWC
1
Integrated Wealth Concepts
Waltham,
Massachusetts
| $2.54M | +$2.51M | +104,160 | New |
|
|
2
LPL Financial
San Diego,
California
| $2.26M | -$923K | -38,276 | -29% |
|
|
EMAM
3
Encompass More Asset Management
Danville,
California
| $1.96M | +$1.94M | +80,536 | New |
|
|
CL
4
Choreo LLC
Rockford,
Illinois
| $657K | -$7.48K | -310 | -1% |
|
|
PSCM
5
Per Stirling Capital Management
Austin,
Texas
| $584K | +$5.04K | +209 | +0.9% |
|
|
6
Citadel Advisors
Miami,
Florida
| $414K | +$410K | +17,005 | New |
|
|
7
Jane Street
New York
| $323K | -$784K | -32,491 | -71% |
|
|
FAIM
8
Financial Advocates Investment Management
Olympia,
Washington
| $209K | -$3.59K | -149 | -2% |
|
|
AF
9
Allworth Financial
Folsom,
California
| $151K | – | – | – |
|
|
10
Osaic Holdings
Scottsdale,
Arizona
| $3.1K | -$101K | -4,198 | -97% |
|
11
UBS Group
Zurich,
Switzerland
| $146 | -$169 | -7 | -54% |
|
12
Wells Fargo
San Francisco,
California
| $5 | – | – | – |
|
|
13
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$207K | -8,671 | Closed |
|
WINC Hedge Fund Activity: Q3 2024 in Review
11 of the 6,971 institutional investors tracked by Wall St. Rank reported a position in Western Asset Short Duration Income ETF (WINC) for Q3 2024, worth a combined $9.09M — up 49% from $6.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WINC positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 6 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $2.51M. The largest seller was LPL Financial, cutting an estimated $923K.
- 11 institutional investors held Western Asset Short Duration Income ETF (WINC) as of Q3 2024, up from 9 in Q2 2024.
- Funds reported $9.09M of Western Asset Short Duration Income ETF stock for Q3 2024, up 49% quarter-over-quarter.
- 3 funds opened new Western Asset Short Duration Income ETF positions in Q3 2024 and 1 closed out, a net change of +2 holders.
- The largest Western Asset Short Duration Income ETF buyer in Q3 2024 was Integrated Wealth Concepts, an estimated $2.51M added.
- The largest Western Asset Short Duration Income ETF seller in Q3 2024 was LPL Financial, an estimated $923K sold.
Based on aggregated 13F filings for Q3 2024.