SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
DWFI was delisted on the 17th of March, 2021.
19 hedge funds and large institutions have $92.4M invested in SPDR Dorsey Wright Fixed Income Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.
81% more capital invested
Capital invested by funds: $51.1M → $92.4M (+$41.3M)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
5% less funds holding
Funds holding: 20 → 19 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$36.6M |
| 2 |
Morgan Stanley
New York
|
+$2.7M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$1.33M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$938K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$492K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$721K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$384K |
| 3 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
-$314K |
| 4 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$313K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$310K |
DWFI Hedge Fund Activity: Q2 2019 in Review
19 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) for Q2 2019, worth a combined $92.4M — up 81% from $51.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of DWFI and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 8 added.
The largest buyer was Prospera Financial Services, opening a new position worth an estimated $36.6M. The largest seller was Bank of America, cutting an estimated $721K.
- 19 institutional investors held SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) as of Q2 2019, down from 20 in Q1 2019.
- Funds reported $92.4M of SPDR Dorsey Wright Fixed Income Allocation ETF stock for Q2 2019, up 81% quarter-over-quarter.
- 3 funds opened new SPDR Dorsey Wright Fixed Income Allocation ETF positions in Q2 2019 and 4 closed out, a net change of -1 holder.
- The largest SPDR Dorsey Wright Fixed Income Allocation ETF buyer in Q2 2019 was Prospera Financial Services, an estimated $36.6M added.
- The largest SPDR Dorsey Wright Fixed Income Allocation ETF seller in Q2 2019 was Bank of America, an estimated $721K sold.
Based on aggregated 13F filings for Q2 2019.