SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
DWFI was delisted on the 17th of March, 2021.
20 hedge funds and large institutions have $130M invested in SPDR Dorsey Wright Fixed Income Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.
32% more capital invested
Capital invested by funds: $98.6M → $130M (+$31.7M)
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
17% less funds holding
Funds holding: 24 → 20 (-4)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$29.8M |
| 2 |
Morgan Stanley
New York
|
+$4.41M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.31M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$846K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$459K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.27M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$316K |
| 3 |
AP
Atwood & Palmer
Kansas City,
Missouri
|
-$286K |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$201K |
| 5 |
LPL Financial
San Diego,
California
|
-$146K |
DWFI Hedge Fund Activity: Q1 2020 in Review
20 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) for Q1 2020, worth a combined $130M — up 32% from $98.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of DWFI and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 9 added.
The largest buyer was Prospera Financial Services, adding an estimated $29.8M. The largest seller was Wells Fargo, cutting an estimated $1.27M.
- 20 institutional investors held SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) as of Q1 2020, down from 24 in Q4 2019.
- Funds reported $130M of SPDR Dorsey Wright Fixed Income Allocation ETF stock for Q1 2020, up 32% quarter-over-quarter.
- 4 funds opened new SPDR Dorsey Wright Fixed Income Allocation ETF positions in Q1 2020 and 5 closed out, a net change of -1 holder.
- The largest SPDR Dorsey Wright Fixed Income Allocation ETF buyer in Q1 2020 was Prospera Financial Services, an estimated $29.8M added.
- The largest SPDR Dorsey Wright Fixed Income Allocation ETF seller in Q1 2020 was Wells Fargo, an estimated $1.27M sold.
Based on aggregated 13F filings for Q1 2020.