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DWFI

SPDR Dorsey Wright Fixed Income Allocation ETF

Delisted

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

22 hedge funds and large institutions have $78M invested in SPDR Dorsey Wright Fixed Income Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 1

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

30% more capital invested

Capital invested by funds: $60M → $78M (+$18M)

22% more funds holding

Funds holding: 1822 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
22
Holders Change
+4
Holders Change %
+22.22%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
13
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
1
Prospera Financial Services
Texas
$30M +$3.03M +118,778 +11%
MML Investors Services
2
MML Investors Services
Massachusetts
$10.8M +$792K +31,053 +8%
Morgan Stanley
3
Morgan Stanley
New York
$8.31M +$662K +25,946 +9%
AP
4
Atwood & Palmer
Missouri
$7.54M +$7.61M +298,175 New
Wells Fargo
5
Wells Fargo
California
$5.68M +$3.51M +137,553 +158%
AG
6
Advisor Group
Arizona
$2.48M +$65.8K +2,579 +3%
RJA
7
Raymond James & Associates
Florida
$2.13M +$316K +12,386 +17%
Bank of America
8
Bank of America
North Carolina
$1.97M +$1.4M +55,034 +240%
AIM
9
Advantage Investment Management
Iowa
$1.57M +$4.26K +167 +0.3%
CA
10
Cetera Advisors
Colorado
$1.48M +$195K +7,623 +15%
PAG
11
Private Advisor Group
New Jersey
$1.16M -$626K -24,546 -35%
LPL Financial
12
LPL Financial
California
$1.06M +$526K +20,596 +97%
FA
13
Fortis Advisors
Pennsylvania
$758K +$185K +7,248 +32%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$751K +$378K +14,805 +99%
HighTower Advisors
15
HighTower Advisors
Illinois
$487K +$493K +19,311 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$454K +$250K +9,813 +120%
CS
17
Credit Suisse
Switzerland
$294K +$297K +11,638 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$266K +$269K +10,536 New
BCI
19
Brinker Capital Investments
Pennsylvania
$259K
Stifel Financial
20
Stifel Financial
Missouri
$247K +$247K +9,689 New
PAG
21
Private Advisory Group
Washington
$232K +$234K +9,183 New
GWM
22
Geneos Wealth Management
Colorado
$85K +$86.8K +3,400 New
Jane Street
23
Jane Street
New York
-$634K -24,618 Closed
SI
24
SII Investments
Wisconsin
-$459K -17,930 Closed
JP Morgan Chase
25
JP Morgan Chase
New York
-$6K -220 Closed

DWFI Hedge Fund Activity: Q4 2017 in Review

22 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) for Q4 2017, worth a combined $78M — up 30% from $60M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DWFI positions and 3 closed out — a net gain of 4 holders — while 13 added to existing stakes and 1 trimmed.

The largest buyer was Atwood & Palmer, opening a new position worth an estimated $7.61M. The largest seller was Jane Street, exiting entirely with an estimated $634K sold.

  • 22 institutional investors held SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) as of Q4 2017, up from 18 in Q3 2017.
  • Funds reported $78M of SPDR Dorsey Wright Fixed Income Allocation ETF stock for Q4 2017, up 30% quarter-over-quarter.
  • 7 funds opened new SPDR Dorsey Wright Fixed Income Allocation ETF positions in Q4 2017 and 3 closed out, a net change of +4 holders.
  • The largest SPDR Dorsey Wright Fixed Income Allocation ETF buyer in Q4 2017 was Atwood & Palmer, an estimated $7.61M added.
  • The largest SPDR Dorsey Wright Fixed Income Allocation ETF seller in Q4 2017 was Jane Street, an estimated $634K sold.

Based on aggregated 13F filings for Q4 2017.