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Davis Select Financial ETF
DFNL

Overview Fund Activity

45 hedge funds and large institutions have $172M invested in Davis Select Financial ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$4.44M
2
Morgan Stanley
Morgan Stanley
New York
$32.6M
3
LPL Financial
LPL Financial
California
$11.6M
4
Jane Street
Jane Street
New York
$1.12M
5
GS
GTS Securities
New York
$735K

Top Sellers

1
SWP
Stratos Wealth Partners
Ohio
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.18M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$706K
5
JWCA
J.W. Cole Advisors
Florida
$462K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Modern Wealth Management
Kansas
$389K +$389K +10,220 New
AAS
27
Ameritas Advisory Services
Nebraska
$380K +$49.4K +1,298 +15%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$375K – – –
DI
29
Diligent Investors
California
$367K -$12.2K -319 -3%
GWM
30
Geneos Wealth Management
Colorado
$361K +$457 +12 +0.1%
DC
31
Davenport & Co
Virginia
$360K -$2.51K -66 -0.7%
FHA
32
Flagship Harbor Advisors
Massachusetts
$279K +$5.98K +157 +2%
CA
33
Carson Advisory
Georgia
$209K -$9.45K -248 -4%
MEG
34
Millstone Evans Group
Colorado
$126K +$126K +3,300 New
KSWA
35
Kathleen S. Wright Associates
Pennsylvania
$119K – – –
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$118K +$23.7K +621 +25%
KFI
37
Key Financial Inc
Pennsylvania
$103K – – –
Comerica Bank
38
Comerica Bank
Texas
$51.7K – – –
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$47K -$16.4K -430 -26%
AF
40
Allworth Financial
California
$28.5K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$27.5K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$10.2K – – –
CT
43
Clearstead Trust
Maine
$3.66K – – –
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$1.18K – – –
Wells Fargo
45
Wells Fargo
California
$1.03K +$991 +26 +2,600%
SWP
46
Stratos Wealth Partners
Ohio
– -$2.09M -56,487 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
– -$871K -23,535 Closed
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