Davis Select Financial ETF
DFNL
DFNL
36 hedge funds and large institutions have $112M invested in Davis Select Financial ETF in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
16
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$4.2M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.36M |
| 3 |
Morgan Stanley
New York
|
+$1.08M |
| 4 |
AFG
Arkansas Financial Group
Little Rock,
Arkansas
|
+$509K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$369K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
DC
26
Davenport & Co
Richmond,
Virginia
| $215K | -$5.55K | -225 | -3% |
|
|
AFM
27
Andesa Financial Management
Allentown,
Pennsylvania
| $210K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $147K | -$201K | -8,138 | -58% |
|
|
LTFS
29
Ladenburg Thalmann Financial Services
Miami,
Florida
| $99K | +$99K | +4,011 | New |
|
|
PG
30
Patten Group
Chattanooga,
Tennessee
| $98K | +$28.3K | +1,150 | +41% |
|
|
AG
31
Advisor Group
Phoenix,
Arizona
| $69K | +$27.1K | +1,100 | +65% |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $45K | – | – | – |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| $10K | – | – | – |
|
|
NL
34
NVWM LLC
Yardley,
Pennsylvania
| $5K | – | – | – |
|
|
WAP
35
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $2K | – | – | – |
|
|
SF
36
Synovus Financial
Columbus,
Georgia
| $1K | – | – | – |
|
|
VF
37
Virtu Financial
New York
| – | -$384K | -16,296 | Closed |
|
|
CF
38
Centaurus Financial
Anaheim,
California
| – | -$16K | -691 | Closed |
|