SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
DWFI was delisted on the 17th of March, 2021.
23 hedge funds and large institutions have $66.5M invested in SPDR Dorsey Wright Fixed Income Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 15 reducing their positions, and 4 closing their positions.
4% less funds holding
Funds holding: 24 → 23 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
48% less capital invested
Capital invested by funds: $127M → $66.5M (-$60.6M)
73% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 15
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$880K |
| 2 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$534K |
| 3 |
TSS
Two Sigma Securities
New York
|
+$400K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$353K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$165K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$63.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.04M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$551K |
| 5 |
Morgan Stanley
New York
|
-$365K |
DWFI Hedge Fund Activity: Q3 2020 in Review
23 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) for Q3 2020, worth a combined $66.5M — down 48% from $127M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of DWFI and 3 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 4 added.
The largest buyer was LPL Financial, adding an estimated $880K. The largest seller was Prospera Financial Services, cutting an estimated $63.8M.
- 23 institutional investors held SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) as of Q3 2020, down from 24 in Q2 2020.
- Funds reported $66.5M of SPDR Dorsey Wright Fixed Income Allocation ETF stock for Q3 2020, down 48% quarter-over-quarter.
- 3 funds opened new SPDR Dorsey Wright Fixed Income Allocation ETF positions in Q3 2020 and 4 closed out, a net change of -1 holder.
- The largest SPDR Dorsey Wright Fixed Income Allocation ETF buyer in Q3 2020 was LPL Financial, an estimated $880K added.
- The largest SPDR Dorsey Wright Fixed Income Allocation ETF seller in Q3 2020 was Prospera Financial Services, an estimated $63.8M sold.
Based on aggregated 13F filings for Q3 2020.