SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
DWFI was delisted on the 17th of March, 2021.
28 hedge funds and large institutions have $77.1M invested in SPDR Dorsey Wright Fixed Income Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 7 closing their positions.
0% more funds holding
Funds holding: 28 → 28 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
18% less capital invested
Capital invested by funds: $93.9M → $77.1M (-$16.8M)
60% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
+$1.51M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$926K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$808K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$667K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$496K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.35M |
| 2 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
-$2.42M |
| 3 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
-$1.97M |
| 4 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$1.41M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Advisornet Financial
Minnetonka,
Minnesota
| $27K | +$27.2K | +1,200 | New |
|
|
AIM
27
Advantage Investment Management
Cedar Rapids,
Iowa
| $15K | -$1.41M | -62,208 | -99% |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $15K | +$272 | +12 | +2% |
|
|
FA
29
Fortis Advisors
Wayne,
Pennsylvania
| – | -$1.97M | -83,749 | Closed |
|
|
PAG
30
Private Advisor Group
Morristown,
New Jersey
| – | -$1.1M | -46,732 | Closed |
|
|
CWM
31
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$1.03M | -26,338 | Closed |
|
32
Stifel Financial
St. Louis,
Missouri
| – | -$472K | -20,088 | Closed |
|
|
BCI
33
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$241K | -10,252 | Closed |
|
|
CS
34
Credit Suisse
Zurich,
Switzerland
| – | -$205K | -8,716 | Closed |
|
|
BAM
35
Belpointe Asset Management
Reno,
Nevada
| – | -$138K | -5,849 | Closed |
|
DWFI Hedge Fund Activity: Q4 2018 in Review
28 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) for Q4 2018, worth a combined $77.1M — down 18% from $93.9M a quarter earlier.
Fund positioning in DWFI was balanced in Q4 2018: 7 funds opened new positions, 7 closed out, 6 added to existing stakes and 15 trimmed.
The largest buyer was Burt Wealth Advisors, opening a new position worth an estimated $1.51M. The largest seller was Morgan Stanley, cutting an estimated $4.35M.
- 28 institutional investors held SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $77.1M of SPDR Dorsey Wright Fixed Income Allocation ETF stock for Q4 2018, down 18% quarter-over-quarter.
- 7 funds opened new SPDR Dorsey Wright Fixed Income Allocation ETF positions in Q4 2018 and 7 closed out, a net change of 0 holders.
- The largest SPDR Dorsey Wright Fixed Income Allocation ETF buyer in Q4 2018 was Burt Wealth Advisors, an estimated $1.51M added.
- The largest SPDR Dorsey Wright Fixed Income Allocation ETF seller in Q4 2018 was Morgan Stanley, an estimated $4.35M sold.
Based on aggregated 13F filings for Q4 2018.