SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
DWFI was delisted on the 17th of March, 2021.
24 hedge funds and large institutions have $127M invested in SPDR Dorsey Wright Fixed Income Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
20% more funds holding
Funds holding: 20 → 24 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $130M → $127M (-$3.2M)
54% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$751K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$562K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$220K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$218K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$7.72M |
| 2 |
Morgan Stanley
New York
|
-$1.93M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.03M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$531K |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$216K |
DWFI Hedge Fund Activity: Q2 2020 in Review
24 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) for Q2 2020, worth a combined $127M — down 2.5% from $130M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DWFI positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 13 trimmed.
The largest buyer was NewEdge Advisors, adding an estimated $1.7M. The largest seller was Prospera Financial Services, cutting an estimated $7.72M.
- 24 institutional investors held SPDR Dorsey Wright Fixed Income Allocation ETF (DWFI) as of Q2 2020, up from 20 in Q1 2020.
- Funds reported $127M of SPDR Dorsey Wright Fixed Income Allocation ETF stock for Q2 2020, down 2.5% quarter-over-quarter.
- 5 funds opened new SPDR Dorsey Wright Fixed Income Allocation ETF positions in Q2 2020 and 1 closed out, a net change of +4 holders.
- The largest SPDR Dorsey Wright Fixed Income Allocation ETF buyer in Q2 2020 was NewEdge Advisors, an estimated $1.7M added.
- The largest SPDR Dorsey Wright Fixed Income Allocation ETF seller in Q2 2020 was Prospera Financial Services, an estimated $7.72M sold.
Based on aggregated 13F filings for Q2 2020.