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Davis Select Financial ETF
DFNL

Overview Fund Activity

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
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

1
BCI
Brinker Capital Investments
Pennsylvania
$18.6M
2
Morgan Stanley
Morgan Stanley
New York
$4.36M
3
Citadel Advisors
Citadel Advisors
Florida
$1.56M
4
BTS
BB&T Securities
Virginia
$1.29M
5
LPL Financial
LPL Financial
California
$3.33M

Top Sellers

1
JIP
Jaffetilchin Investment Partners
Florida
$580K
2
DI
Diligent Investors
California
$462K
Name Holding Trade Value Shares
Change 		Shares
Change %
DSA
1
Davis Selected Advisers
Arizona
$43.5M +$323K +13,500 +0.7%
BCI
2
Brinker Capital Investments
Pennsylvania
$18.6M +$5.99M +250,000 +48%
Morgan Stanley
3
Morgan Stanley
New York
$4.36M +$3.78M +157,977 +662%
LPL Financial
4
LPL Financial
California
$3.33M +$1.12M +46,977 +51%
RJA
5
Raymond James & Associates
Florida
$3.05M +$88.7K +3,704 +3%
Citadel Advisors
6
Citadel Advisors
Florida
$1.56M +$1.56M +65,192 New
BTS
7
BB&T Securities
Virginia
$1.29M +$1.29M +53,683 New
SWP
8
Stratos Wealth Partners
Ohio
$1.02M +$296K +12,378 +41%
Jane Street
9
Jane Street
New York
$818K +$818K +34,173 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$780K +$780K +32,577 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$768K +$768K +32,058 New
CAN
12
Cetera Advisor Networks
California
$751K +$188K +7,834 +33%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$685K +$322K +13,451 +89%
DADC
14
D.A. Davidson & Co
Montana
$630K +$630K +26,287 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$616K +$338K +14,103 +122%
JIP
16
Jaffetilchin Investment Partners
Florida
$580K -$795K -33,196 -58%
Stifel Financial
17
Stifel Financial
Missouri
$512K +$512K +21,254 New
DI
18
Diligent Investors
California
$462K -$4.55K -190 -1%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$258K +$258K +10,757 New
DC
20
Davenport & Co
Virginia
$214K +$214K +8,918 New
AFG
21
Arkansas Financial Group
Arkansas
$212K +$212K +8,860 New
GWM
22
Geneos Wealth Management
Colorado
$158K +$158K +6,603 New
FAIM
23
Financial Advocates Investment Management
Washington
$49K +$49K +2,050 New
UBS Group
24
UBS Group
Switzerland
$47K +$47K +1,966 New
AG
25
Advisor Group
Arizona
$41K +$2.41K +100 +6%
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