We are live on ! Find out more
DWFI

SPDR Dorsey Wright Fixed Income Allocation ETF

Delisted

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

30 hedge funds and large institutions have $107M invested in SPDR Dorsey Wright Fixed Income Allocation ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3% more funds holding

Funds holding: 2930 (+1)

5% more capital invested

Capital invested by funds: $102M → $107M (+$4.65M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
16
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
1
Prospera Financial Services
Texas
$33.9M +$4.33M +177,924 +14%
AP
2
Atwood & Palmer
Missouri
$19.8M +$8.24M +338,735 +68%
MML Investors Services
3
MML Investors Services
Massachusetts
$11.3M +$420K +17,267 +4%
Morgan Stanley
4
Morgan Stanley
New York
$9.9M -$6.07M -249,582 -37%
Wells Fargo
5
Wells Fargo
California
$6.92M +$283K +11,645 +4%
Bank of America
6
Bank of America
North Carolina
$2.41M +$105K +4,323 +4%
AG
7
Advisor Group
Arizona
$2.34M -$91K -3,739 -4%
LPL Financial
8
LPL Financial
California
$2.22M +$144K +5,932 +7%
FA
9
Fortis Advisors
Pennsylvania
$2.16M +$38.6K +1,585 +2%
CA
10
Cetera Advisors
Colorado
$1.91M +$263K +10,795 +16%
RJA
11
Raymond James & Associates
Florida
$1.84M -$37.4K -1,539 -2%
CA
12
Calton & Associates
Florida
$1.83M +$604K +24,838 +47%
UBS Group
13
UBS Group
Switzerland
$1.73M +$1.78M +73,018 New
AIM
14
Advantage Investment Management
Iowa
$1.37M -$107K -4,409 -7%
CWM
15
Cornerstone Wealth Management
Missouri
$1.23M +$703K +28,874 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$995K +$805K +33,097 +371%
PAG
17
Private Advisor Group
New Jersey
$809K +$78.5K +3,225 +10%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$678K -$332K -13,649 -32%
Stifel Financial
19
Stifel Financial
Missouri
$614K -$107K -4,406 -15%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$595K -$9.93K -408 -2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$424K +$72.3K +2,970 +20%
BTS
22
BB&T Securities
Virginia
$412K +$168K +6,921 +66%
VF
23
Virtu Financial
New York
$381K +$391K +16,069 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$380K +$99.9K +4,104 +34%
PAG
25
Private Advisory Group
Washington
$321K +$35.9K +1,477 +12%

DWFI Hedge Fund Activity: Q2 2018 in Review

30 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) for Q2 2018, worth a combined $107M — up 4.5% from $102M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DWFI positions and 4 closed out — a net gain of 1 holder — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Atwood & Palmer, adding an estimated $8.24M. The largest seller was Morgan Stanley, cutting an estimated $6.07M.

  • 30 institutional investors held SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) as of Q2 2018, up from 29 in Q1 2018.
  • Funds reported $107M of SPDR Dorsey Wright Fixed Income Allocation ETF stock for Q2 2018, up 4.5% quarter-over-quarter.
  • 5 funds opened new SPDR Dorsey Wright Fixed Income Allocation ETF positions in Q2 2018 and 4 closed out, a net change of +1 holder.
  • The largest SPDR Dorsey Wright Fixed Income Allocation ETF buyer in Q2 2018 was Atwood & Palmer, an estimated $8.24M added.
  • The largest SPDR Dorsey Wright Fixed Income Allocation ETF seller in Q2 2018 was Morgan Stanley, an estimated $6.07M sold.

Based on aggregated 13F filings for Q2 2018.