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Davis Select Financial ETF
DFNL

29 hedge funds and large institutions have $84.3M invested in Davis Select Financial ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

93% more funds holding

Funds holding: 15 → 29 (+14)

37% more capital invested

Capital invested by funds: $61.7M → $84.3M (+$22.6M)

15.51% more ownership

Funds ownership: 74.73% → 90.24% (+16%)

Holders
29
Holders Change
+14
Holders Change %
+93.33%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
11
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
+$5.84M
2
Morgan Stanley
Morgan Stanley
New York
+$3.69M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.52M
4
BTS
BB&T Securities
Virginia
+$1.25M
5
LPL Financial
LPL Financial
California
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
JIP
Jaffetilchin Investment Partners
Florida
-$776K
2
DI
Diligent Investors
California
-$4.44K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$34K – – –
BFEC
27
Benjamin F. Edwards & Company
Missouri
$24K +$5.84K +250 +33%
IA
28
IFP Advisors
Florida
$18K – – –
RFC
29
Regions Financial Corp
Alabama
$7K +$7.01K +300 New
1
2

DFNL Hedge Fund Activity: Q4 2017 in Review

29 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Davis Select Financial ETF (DFNL) for Q4 2017, worth a combined $84.3M — up 37% from $61.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DFNL positions and 0 closed out — a net gain of 14 holders — while 11 added to existing stakes and 2 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $5.84M. The largest seller was Jaffetilchin Investment Partners, cutting an estimated $776K.

  • 29 institutional investors held Davis Select Financial ETF (DFNL) as of Q4 2017, up from 15 in Q3 2017.
  • Funds reported $84.3M of Davis Select Financial ETF stock for Q4 2017, up 37% quarter-over-quarter.
  • 14 funds opened new Davis Select Financial ETF positions in Q4 2017 and 0 closed out, a net change of +14 holders.
  • The largest Davis Select Financial ETF buyer in Q4 2017 was Brinker Capital Investments, an estimated $5.84M added.
  • The largest Davis Select Financial ETF seller in Q4 2017 was Jaffetilchin Investment Partners, an estimated $776K sold.

Based on aggregated 13F filings for Q4 2017.