SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
DWFI was delisted on the 17th of March, 2021.
20 hedge funds and large institutions have $51.1M invested in SPDR Dorsey Wright Fixed Income Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 14 reducing their positions, and 9 closing their positions.
29% less funds holding
Funds holding: 28 → 20 (-8)
34% less capital invested
Capital invested by funds: $77.1M → $51.1M (-$26M)
79% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 14
89% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 9
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$859K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$300K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$275K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$114 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$19.5M |
| 2 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
-$1.48M |
| 3 |
CA
Calton & Associates
Tampa,
Florida
|
-$1.47M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.42M |
| 5 |
Morgan Stanley
New York
|
-$1.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Jane Street
New York
| – | -$493K | -22,218 | Closed |
|
27
MML Investors Services
Springfield,
Massachusetts
| – | -$210K | -9,458 | Closed |
|
28
US Bancorp
Minneapolis,
Minnesota
| – | -$96K | -4,300 | Closed |
|
|
AF
29
Advisornet Financial
Minnetonka,
Minnesota
| – | -$27K | -1,200 | Closed |
|
DWFI Hedge Fund Activity: Q1 2019 in Review
20 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) for Q1 2019, worth a combined $51.1M — down 34% from $77.1M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of DWFI and 1 opened new positions — a net loss of 8 holders — while 14 trimmed existing stakes and 3 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $859K. The largest seller was Prospera Financial Services, exiting entirely with an estimated $19.5M sold.
- 20 institutional investors held SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) as of Q1 2019, down from 28 in Q4 2018.
- Funds reported $51.1M of SPDR Dorsey Wright Fixed Income Allocation ETF stock for Q1 2019, down 34% quarter-over-quarter.
- 1 fund opened new SPDR Dorsey Wright Fixed Income Allocation ETF positions in Q1 2019 and 9 closed out, a net change of -8 holders.
- The largest SPDR Dorsey Wright Fixed Income Allocation ETF buyer in Q1 2019 was Raymond James Financial Services Advisors, an estimated $859K added.
- The largest SPDR Dorsey Wright Fixed Income Allocation ETF seller in Q1 2019 was Prospera Financial Services, an estimated $19.5M sold.
Based on aggregated 13F filings for Q1 2019.