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DWFI

SPDR Dorsey Wright Fixed Income Allocation ETF

Delisted

DWFI was delisted on the 17th of March, 2021.

18 hedge funds and large institutions have $60M invested in SPDR Dorsey Wright Fixed Income Allocation ETF in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

74% more capital invested

Capital invested by funds: $34.6M → $60M (+$25.5M)

38% more funds holding

Funds holding: 1318 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
11
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
1
Prospera Financial Services
Texas
$27.1M +$688K +26,794 +3%
MML Investors Services
2
MML Investors Services
Massachusetts
$10.2M +$10.2M +397,969 New
Morgan Stanley
3
Morgan Stanley
New York
$7.79M +$7.65M +297,788 +6,115%
AG
4
Advisor Group
Arizona
$2.46M +$361K +14,070 +17%
Wells Fargo
5
Wells Fargo
California
$2.25M +$2.24M +87,299 New
RJA
6
Raymond James & Associates
Florida
$1.85M +$301K +11,743 +20%
PAG
7
Private Advisor Group
New Jersey
$1.8M +$1.23M +47,865 +215%
AIM
8
Advantage Investment Management
Iowa
$1.6M +$1.59M +62,036 New
CA
9
Cetera Advisors
Colorado
$1.31M +$44K +1,714 +3%
Jane Street
10
Jane Street
New York
$634K +$632K +24,618 New
Bank of America
11
Bank of America
North Carolina
$590K +$301K +11,730 +105%
FA
12
Fortis Advisors
Pennsylvania
$585K +$83.8K +3,263 +17%
LPL Financial
13
LPL Financial
California
$545K +$255K +9,934 +88%
SI
14
SII Investments
Wisconsin
$459K +$65.5K +2,550 +17%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$383K +$382K +14,885 New
BCI
16
Brinker Capital Investments
Pennsylvania
$264K +$263K +10,252 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$210K +$146K +5,695 +231%
JP Morgan Chase
18
JP Morgan Chase
New York
$6K +$5.65K +220 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
-$896K -34,965 Closed
Citadel Advisors
20
Citadel Advisors
Florida
-$325K -12,672 Closed

DWFI Hedge Fund Activity: Q3 2017 in Review

18 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) for Q3 2017, worth a combined $60M — up 74% from $34.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DWFI positions and 2 closed out — a net gain of 5 holders — while 11 added to existing stakes and 0 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $10.2M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $896K sold.

  • 18 institutional investors held SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) as of Q3 2017, up from 13 in Q2 2017.
  • Funds reported $60M of SPDR Dorsey Wright Fixed Income Allocation ETF stock for Q3 2017, up 74% quarter-over-quarter.
  • 7 funds opened new SPDR Dorsey Wright Fixed Income Allocation ETF positions in Q3 2017 and 2 closed out, a net change of +5 holders.
  • The largest SPDR Dorsey Wright Fixed Income Allocation ETF buyer in Q3 2017 was MML Investors Services, an estimated $10.2M added.
  • The largest SPDR Dorsey Wright Fixed Income Allocation ETF seller in Q3 2017 was Susquehanna International Group, an estimated $896K sold.

Based on aggregated 13F filings for Q3 2017.