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Davis Select Financial ETF
DFNL

Overview Fund Activity

48 hedge funds and large institutions have $206M invested in Davis Select Financial ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
23
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$1.55M
2
Bank of America
Bank of America
North Carolina
+$1.3M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$694K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$668K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$558K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$3.17M
2
UBS Group
UBS Group
Switzerland
-$2.98M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$920K
4
GWM
Geneos Wealth Management
Colorado
-$701K
5
Morgan Stanley
Morgan Stanley
New York
-$608K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$668K +$668K +15,564 New
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$491K -$12.9K -300 -3%
Citadel Advisors
28
Citadel Advisors
Florida
$481K -$529K -12,322 -52%
MPW
29
Melone Private Wealth
Michigan
$446K -$9.82K -230 -2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$430K -$87.4K -2,036 -17%
MWM
31
Modern Wealth Management
Kansas
$411K -$28.3K -660 -6%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$409K -$86.8K -2,022 -18%
GS
33
GTS Securities
New York
$395K +$395K +9,190 New
DC
34
Davenport & Co
Virginia
$393K +$6.14K +143 +2%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$348K -$75.1K -1,750 -18%
AAS
36
Ameritas Advisory Services
Nebraska
$341K -$9.71K -226 -3%
FHA
37
Flagship Harbor Advisors
Massachusetts
$314K – – –
DI
38
Diligent Investors
California
$251K -$150K -3,500 -37%
CA
39
Carson Advisory
Georgia
$236K – – –
MEG
40
Millstone Evans Group
Colorado
$142K – – –
KSWA
41
Kathleen S. Wright Associates
Pennsylvania
$134K – – –
KFI
42
Key Financial Inc
Pennsylvania
$107K -$8.93K -208 -8%
Comerica Bank
43
Comerica Bank
Texas
$58.3K – – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$56K +$34.5K +800 +160%
SPIA
45
Steward Partners Investment Advisory
New York
$31K – – –
AF
46
Allworth Financial
California
$30.7K – – –
Wells Fargo
47
Wells Fargo
California
$21.5K +$21.5K +500 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$6.4K -$5.07K -118 -44%
GS
49
GWN Securities
Florida
– -$564K -13,783 Closed
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