Western Asset Short Duration Income ETF
WINC
WINC was delisted on the 22nd of August, 2025.
11 hedge funds and large institutions have $8.26M invested in Western Asset Short Duration Income ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
5.7% less ownership
Funds ownership: 74.71% → 69.01% (-5.7%)
9% less capital invested
Capital invested by funds: $9.09M → $8.26M (-$832K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$527K |
| 2 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$243K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$227K |
| 4 |
Jane Street
New York
|
+$42.3K |
| 5 |
LPL Financial
San Diego,
California
|
+$36.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$1.44M |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$209K |
| 3 |
CL
Choreo LLC
Rockford,
Illinois
|
-$65.6K |
| 4 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
-$53.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$146 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $2.25M | +$36.2K | +1,506 | +2% |
|
|
EMAM
2
Encompass More Asset Management
Danville,
California
| $2.17M | +$243K | +10,118 | +13% |
|
|
IWC
3
Integrated Wealth Concepts
Waltham,
Massachusetts
| $1.06M | -$1.44M | -59,691 | -57% |
|
|
4
Citadel Advisors
Miami,
Florida
| $932K | +$527K | +21,905 | +129% |
|
|
CL
5
Choreo LLC
Rockford,
Illinois
| $580K | -$65.6K | -2,725 | -10% |
|
|
PSCM
6
Per Stirling Capital Management
Austin,
Texas
| $521K | -$53.3K | -2,214 | -9% |
|
|
7
Jane Street
New York
| $360K | +$42.3K | +1,760 | +13% |
|
|
AWM
8
AE Wealth Management
Topeka,
Kansas
| $226K | +$227K | +9,448 | New |
|
|
AF
9
Allworth Financial
Folsom,
California
| $150K | – | – | – |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $3.1K | +$48 | +2 | +2% |
|
11
Morgan Stanley
New York
| $33 | +$24 | +1 | New |
|
12
Wells Fargo
San Francisco,
California
| $8 | – | – | – |
|
|
FAIM
13
Financial Advocates Investment Management
Olympia,
Washington
| – | -$209K | -8,582 | Closed |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$146 | -6 | Closed |
|
WINC Hedge Fund Activity: Q4 2024 in Review
11 of the 7,602 institutional investors tracked by Wall St. Rank reported a position in Western Asset Short Duration Income ETF (WINC) for Q4 2024, worth a combined $8.26M — down 9.2% from $9.09M a quarter earlier.
Fund positioning in WINC was balanced in Q4 2024: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 3 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $527K. The largest seller was Integrated Wealth Concepts, cutting an estimated $1.44M.
- 11 institutional investors held Western Asset Short Duration Income ETF (WINC) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $8.26M of Western Asset Short Duration Income ETF stock for Q4 2024, down 9.2% quarter-over-quarter.
- 2 funds opened new Western Asset Short Duration Income ETF positions in Q4 2024 and 2 closed out, a net change of 0 holders.
- The largest Western Asset Short Duration Income ETF buyer in Q4 2024 was Citadel Advisors, an estimated $527K added.
- The largest Western Asset Short Duration Income ETF seller in Q4 2024 was Integrated Wealth Concepts, an estimated $1.44M sold.
Based on aggregated 13F filings for Q4 2024.