SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
DWFI was delisted on the 17th of March, 2021.
24 hedge funds and large institutions have $98.6M invested in SPDR Dorsey Wright Fixed Income Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
2% more capital invested
Capital invested by funds: $96.3M → $98.6M (+$2.32M)
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: 3 | Existing positions closed: 3
4% less funds holding
Funds holding: 25 → 24 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$3.32M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$2.24M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$270K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$191K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$185K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$773K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$720K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$540K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$461K |
| 5 |
Jane Street
New York
|
-$430K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Jane Street
New York
| – | -$430K | -18,260 | Closed |
|
|
FTUS
27
Flow Traders U.S.
New York
| – | -$295K | -12,520 | Closed |
|
DWFI Hedge Fund Activity: Q4 2019 in Review
24 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) for Q4 2019, worth a combined $98.6M — up 2.4% from $96.3M a quarter earlier.
Fund positioning in DWFI was balanced in Q4 2019: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 9 trimmed.
The largest buyer was Prospera Financial Services, adding an estimated $3.32M. The largest seller was Morgan Stanley, cutting an estimated $773K.
- 24 institutional investors held SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) as of Q4 2019, down from 25 in Q3 2019.
- Funds reported $98.6M of SPDR Dorsey Wright Fixed Income Allocation ETF stock for Q4 2019, up 2.4% quarter-over-quarter.
- 3 funds opened new SPDR Dorsey Wright Fixed Income Allocation ETF positions in Q4 2019 and 3 closed out, a net change of 0 holders.
- The largest SPDR Dorsey Wright Fixed Income Allocation ETF buyer in Q4 2019 was Prospera Financial Services, an estimated $3.32M added.
- The largest SPDR Dorsey Wright Fixed Income Allocation ETF seller in Q4 2019 was Morgan Stanley, an estimated $773K sold.
Based on aggregated 13F filings for Q4 2019.