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DWFI

SPDR Dorsey Wright Fixed Income Allocation ETF

Delisted

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

29 hedge funds and large institutions have $102M invested in SPDR Dorsey Wright Fixed Income Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 3

32% more funds holding

Funds holding: 2229 (+7)

31% more capital invested

Capital invested by funds: $78M → $102M (+$24.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
29
Holders Change
+7
Holders Change %
+31.82%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
18
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
1
Prospera Financial Services
Texas
$31.2M +$1.85M +73,273 +6%
Morgan Stanley
2
Morgan Stanley
New York
$16.8M +$8.56M +338,928 +103%
AP
3
Atwood & Palmer
Missouri
$12.5M +$5.06M +200,315 +67%
MML Investors Services
4
MML Investors Services
Massachusetts
$11.6M +$776K +30,741 +7%
Wells Fargo
5
Wells Fargo
California
$7.05M +$1.4M +55,590 +25%
AG
6
Advisor Group
Arizona
$2.57M +$106K +4,184 +4%
Bank of America
7
Bank of America
North Carolina
$2.45M +$492K +19,474 +25%
FA
8
Fortis Advisors
Pennsylvania
$2.25M +$1.51M +59,723 +199%
LPL Financial
9
LPL Financial
California
$2.21M +$1.16M +46,028 +110%
RJA
10
Raymond James & Associates
Florida
$1.99M -$129K -5,093 -6%
CA
11
Cetera Advisors
Colorado
$1.75M +$280K +11,099 +19%
AIM
12
Advantage Investment Management
Iowa
$1.56M +$631 +25 +0%
CA
13
Calton & Associates
Florida
$1.33M +$1.33M +52,833 New
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.06M +$317K +12,554 +42%
PAG
15
Private Advisor Group
New Jersey
$778K -$371K -14,692 -32%
Stifel Financial
16
Stifel Financial
Missouri
$760K +$521K +20,629 +213%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$642K +$191K +7,556 +42%
HighTower Advisors
18
HighTower Advisors
Illinois
$556K +$69.4K +2,746 +14%
Jane Street
19
Jane Street
New York
$474K +$476K +18,851 New
CS
20
Credit Suisse
Switzerland
$432K +$140K +5,559 +48%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$375K +$377K +14,939 New
Citigroup
22
Citigroup
New York
$343K +$345K +13,649 New
PAG
23
Private Advisory Group
Washington
$303K +$72.8K +2,882 +31%
HPWM
24
Highland Private Wealth Management
Washington
$303K +$305K +12,065 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$300K +$302K +11,951 New

DWFI Hedge Fund Activity: Q1 2018 in Review

29 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) for Q1 2018, worth a combined $102M — up 31% from $78M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DWFI positions and 0 closed out — a net gain of 7 holders — while 18 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.56M. The largest seller was Private Advisor Group, cutting an estimated $371K.

  • 29 institutional investors held SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) as of Q1 2018, up from 22 in Q4 2017.
  • Funds reported $102M of SPDR Dorsey Wright Fixed Income Allocation ETF stock for Q1 2018, up 31% quarter-over-quarter.
  • 7 funds opened new SPDR Dorsey Wright Fixed Income Allocation ETF positions in Q1 2018 and 0 closed out, a net change of +7 holders.
  • The largest SPDR Dorsey Wright Fixed Income Allocation ETF buyer in Q1 2018 was Morgan Stanley, an estimated $8.56M added.
  • The largest SPDR Dorsey Wright Fixed Income Allocation ETF seller in Q1 2018 was Private Advisor Group, an estimated $371K sold.

Based on aggregated 13F filings for Q1 2018.