SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
DWFI was delisted on the 17th of March, 2021.
25 hedge funds and large institutions have $96.3M invested in SPDR Dorsey Wright Fixed Income Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
32% more funds holding
Funds holding: 19 → 25 (+6)
4% more capital invested
Capital invested by funds: $92.4M → $96.3M (+$3.93M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$8.27M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.57M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$509K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$460K |
| 5 |
Jane Street
New York
|
+$429K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
-$7.98M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$429K |
| 3 |
LPL Financial
San Diego,
California
|
-$415K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$239K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$158K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$239K | -10,183 | Closed |
|
|
AIM
27
Advantage Investment Management
Cedar Rapids,
Iowa
| – | -$10K | -429 | Closed |
|
DWFI Hedge Fund Activity: Q3 2019 in Review
25 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) for Q3 2019, worth a combined $96.3M — up 4.3% from $92.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DWFI positions and 2 closed out — a net gain of 6 holders — while 7 added to existing stakes and 10 trimmed.
The largest buyer was Wells Fargo, adding an estimated $8.27M. The largest seller was Atwood & Palmer, cutting an estimated $7.98M.
- 25 institutional investors held SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) as of Q3 2019, up from 19 in Q2 2019.
- Funds reported $96.3M of SPDR Dorsey Wright Fixed Income Allocation ETF stock for Q3 2019, up 4.3% quarter-over-quarter.
- 8 funds opened new SPDR Dorsey Wright Fixed Income Allocation ETF positions in Q3 2019 and 2 closed out, a net change of +6 holders.
- The largest SPDR Dorsey Wright Fixed Income Allocation ETF buyer in Q3 2019 was Wells Fargo, an estimated $8.27M added.
- The largest SPDR Dorsey Wright Fixed Income Allocation ETF seller in Q3 2019 was Atwood & Palmer, an estimated $7.98M sold.
Based on aggregated 13F filings for Q3 2019.