SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
DWFI was delisted on the 17th of March, 2021.
28 hedge funds and large institutions have $77.1M invested in SPDR Dorsey Wright Fixed Income Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
4% more funds holding
Funds holding: 27 → 28 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
17% less capital invested
Capital invested by funds: $92.8M → $77.1M (-$15.7M)
60% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
+$1.51M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$926K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$808K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$667K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$496K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.35M |
| 2 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
-$2.42M |
| 3 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
-$1.97M |
| 4 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$1.41M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.1M |
DWFI Hedge Fund Activity: Q4 2018 in Review
28 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) for Q4 2018, worth a combined $77.1M — down 17% from $92.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DWFI positions and 6 closed out — a net gain of 1 holder — while 6 added to existing stakes and 15 trimmed.
The largest buyer was Burt Wealth Advisors, opening a new position worth an estimated $1.51M. The largest seller was Morgan Stanley, cutting an estimated $4.35M.
- 28 institutional investors held SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) as of Q4 2018, up from 27 in Q3 2018.
- Funds reported $77.1M of SPDR Dorsey Wright Fixed Income Allocation ETF stock for Q4 2018, down 17% quarter-over-quarter.
- 7 funds opened new SPDR Dorsey Wright Fixed Income Allocation ETF positions in Q4 2018 and 6 closed out, a net change of +1 holder.
- The largest SPDR Dorsey Wright Fixed Income Allocation ETF buyer in Q4 2018 was Burt Wealth Advisors, an estimated $1.51M added.
- The largest SPDR Dorsey Wright Fixed Income Allocation ETF seller in Q4 2018 was Morgan Stanley, an estimated $4.35M sold.
Based on aggregated 13F filings for Q4 2018.