Western Asset Short Duration Income ETF
WINC
WINC was delisted on the 22nd of August, 2025.
11 hedge funds and large institutions have $6.61M invested in Western Asset Short Duration Income ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
1.54% more ownership
Funds ownership: 52.89% → 54.43% (+1.5%)
3% more capital invested
Capital invested by funds: $6.4M → $6.61M (+$209K)
8% less funds holding
Funds holding: 12 → 11 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$204K |
| 2 |
Jane Street
New York
|
+$171K |
| 3 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$68.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.24K |
| 5 |
PSCM
Per Stirling Capital Management
Austin,
Texas
|
+$4.17K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$83K |
| 2 |
LPL Financial
San Diego,
California
|
-$70.9K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$59.8K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$48.1K |
| 5 |
CL
Choreo LLC
Rockford,
Illinois
|
-$9.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EMAM
1
Encompass More Asset Management
Danville,
California
| $2.59M | +$68.7K | +2,850 | +3% |
|
|
2
LPL Financial
San Diego,
California
| $1.05M | -$70.9K | -2,940 | -6% |
|
|
3
Jane Street
New York
| $717K | +$171K | +7,111 | +32% |
|
|
4
Citadel Advisors
Miami,
Florida
| $698K | -$83K | -3,444 | -11% |
|
|
CL
5
Choreo LLC
Rockford,
Illinois
| $575K | -$9.4K | -390 | -2% |
|
|
PSCM
6
Per Stirling Capital Management
Austin,
Texas
| $494K | +$4.17K | +173 | +0.9% |
|
|
IWC
7
Integrated Wealth Concepts
Waltham,
Massachusetts
| $209K | -$48.1K | -1,996 | -19% |
|
|
PAG
8
Private Advisor Group
Morristown,
New Jersey
| $205K | +$204K | +8,453 | New |
|
|
AF
9
Allworth Financial
Folsom,
California
| $58.8K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $6.56K | +$6.24K | +259 | +2,355% |
|
11
Osaic Holdings
Scottsdale,
Arizona
| $5.83K | +$2.65K | +110 | +85% |
|
|
AWM
12
AE Wealth Management
Topeka,
Kansas
| – | -$59.8K | -2,469 | Closed |
|
13
Morgan Stanley
New York
| – | -$37 | -1 | Closed |
|
WINC Hedge Fund Activity: Q2 2025 in Review
11 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Western Asset Short Duration Income ETF (WINC) for Q2 2025, worth a combined $6.61M — up 3.3% from $6.4M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WINC and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 5 added.
The largest buyer was Private Advisor Group, opening a new position worth an estimated $204K. The largest seller was Citadel Advisors, cutting an estimated $83K.
- 11 institutional investors held Western Asset Short Duration Income ETF (WINC) as of Q2 2025, down from 12 in Q1 2025.
- Funds reported $6.61M of Western Asset Short Duration Income ETF stock for Q2 2025, up 3.3% quarter-over-quarter.
- 1 fund opened new Western Asset Short Duration Income ETF positions in Q2 2025 and 2 closed out, a net change of -1 holder.
- The largest Western Asset Short Duration Income ETF buyer in Q2 2025 was Private Advisor Group, an estimated $204K added.
- The largest Western Asset Short Duration Income ETF seller in Q2 2025 was Citadel Advisors, an estimated $83K sold.
Based on aggregated 13F filings for Q2 2025.