SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
DWFI was delisted on the 17th of March, 2021.
29 hedge funds and large institutions have $102M invested in SPDR Dorsey Wright Fixed Income Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 0 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 3
32% more funds holding
Funds holding: 22 → 29 (+7)
31% more capital invested
Capital invested by funds: $78M → $102M (+$24.5M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.56M |
| 2 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
+$5.06M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$1.85M |
| 4 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
+$1.51M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$371K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$129K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$41K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BTS
26
BB&T Securities
Richmond,
Virginia
| $264K | +$265K | +10,502 | New |
|
|
BCI
27
Brinker Capital Investments
Berwyn,
Pennsylvania
| $258K | – | – | – |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $224K | -$41K | -1,623 | -15% |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $110K | +$25.2K | +999 | +29% |
|
DWFI Hedge Fund Activity: Q1 2018 in Review
29 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) for Q1 2018, worth a combined $102M — up 31% from $78M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DWFI positions and 0 closed out — a net gain of 7 holders — while 18 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.56M. The largest seller was Private Advisor Group, cutting an estimated $371K.
- 29 institutional investors held SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) as of Q1 2018, up from 22 in Q4 2017.
- Funds reported $102M of SPDR Dorsey Wright Fixed Income Allocation ETF stock for Q1 2018, up 31% quarter-over-quarter.
- 7 funds opened new SPDR Dorsey Wright Fixed Income Allocation ETF positions in Q1 2018 and 0 closed out, a net change of +7 holders.
- The largest SPDR Dorsey Wright Fixed Income Allocation ETF buyer in Q1 2018 was Morgan Stanley, an estimated $8.56M added.
- The largest SPDR Dorsey Wright Fixed Income Allocation ETF seller in Q1 2018 was Private Advisor Group, an estimated $371K sold.
Based on aggregated 13F filings for Q1 2018.