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Davis Select Financial ETF

44 hedge funds and large institutions have $191M invested in Davis Select Financial ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$473K -$275K -7,000 -37%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$461K +$32.5K +827 +8%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$454K -$275K -7,000 -38%
MPW
29
Melone Private Wealth
Michigan
$420K +$420K +10,680 New
MWM
30
Modern Wealth Management
Kansas
$401K
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$387K
DI
32
Diligent Investors
California
$367K -$11.8K -300 -3%
DC
33
Davenport & Co
Virginia
$354K -$17.1K -436 -5%
AAS
34
Ameritas Advisory Services
Nebraska
$321K -$71.6K -1,823 -18%
FHA
35
Flagship Harbor Advisors
Massachusetts
$287K
CA
36
Carson Advisory
Georgia
$216K
MEG
37
Millstone Evans Group
Colorado
$130K
KSWA
38
Kathleen S. Wright Associates
Pennsylvania
$123K
KFI
39
Key Financial Inc
Pennsylvania
$106K
Comerica Bank
40
Comerica Bank
Texas
$53.3K
SPIA
41
Steward Partners Investment Advisory
New York
$28.4K
AF
42
Allworth Financial
California
$27.4K
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$20K -$29.3K -733 -59%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$10.5K
GS
45
GTS Securities
New York
-$735K -19,302 Closed
CT
46
Clearstead Trust
Maine
-$3.66K -96 Closed
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
-$1.18K -31 Closed
Wells Fargo
48
Wells Fargo
California
-$1.03K -27 Closed