SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
DWFI was delisted on the 17th of March, 2021.
30 hedge funds and large institutions have $107M invested in SPDR Dorsey Wright Fixed Income Allocation ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
3% more funds holding
Funds holding: 29 → 30 (+1)
5% more capital invested
Capital invested by funds: $102M → $107M (+$4.65M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
+$8.24M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$4.33M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.78M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$805K |
| 5 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$703K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.07M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$556K |
| 3 |
Jane Street
New York
|
-$474K |
| 4 |
Citigroup
New York
|
-$343K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$332K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CS
26
Credit Suisse
Zurich,
Switzerland
| $287K | -$124K | -5,090 | -30% |
|
|
BCI
27
Brinker Capital Investments
Berwyn,
Pennsylvania
| $243K | – | – | – |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $108K | +$4.62K | +190 | +4% |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $16K | +$16.1K | +663 | New |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $2K | +$2.43K | +100 | New |
|
|
31
HighTower Advisors
Chicago,
Illinois
| – | -$556K | -22,057 | Closed |
|
|
32
Jane Street
New York
| – | -$474K | -18,851 | Closed |
|
|
33
Citigroup
New York
| – | -$343K | -13,649 | Closed |
|
|
HPWM
34
Highland Private Wealth Management
Bellevue,
Washington
| – | -$303K | -12,065 | Closed |
|
DWFI Hedge Fund Activity: Q2 2018 in Review
30 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) for Q2 2018, worth a combined $107M — up 4.5% from $102M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DWFI positions and 4 closed out — a net gain of 1 holder — while 16 added to existing stakes and 8 trimmed.
The largest buyer was Atwood & Palmer, adding an estimated $8.24M. The largest seller was Morgan Stanley, cutting an estimated $6.07M.
- 30 institutional investors held SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) as of Q2 2018, up from 29 in Q1 2018.
- Funds reported $107M of SPDR Dorsey Wright Fixed Income Allocation ETF stock for Q2 2018, up 4.5% quarter-over-quarter.
- 5 funds opened new SPDR Dorsey Wright Fixed Income Allocation ETF positions in Q2 2018 and 4 closed out, a net change of +1 holder.
- The largest SPDR Dorsey Wright Fixed Income Allocation ETF buyer in Q2 2018 was Atwood & Palmer, an estimated $8.24M added.
- The largest SPDR Dorsey Wright Fixed Income Allocation ETF seller in Q2 2018 was Morgan Stanley, an estimated $6.07M sold.
Based on aggregated 13F filings for Q2 2018.