DFNL icon

Davis Select Financial ETF

34 hedge funds and large institutions have $100M invested in Davis Select Financial ETF in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
13
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DSA
1
Davis Selected Advisers
Arizona
$43.4M -$133K -5,610 -0.3%
BCI
2
Brinker Capital Investments
Pennsylvania
$18.9M
Morgan Stanley
3
Morgan Stanley
New York
$9.25M +$2.63M +111,269 +40%
VFPI
4
Vantage Financial Partners (Illinois)
Illinois
$6.58M +$6.58M +278,077 New
LPL Financial
5
LPL Financial
California
$4.15M +$232K +9,808 +6%
RJA
6
Raymond James & Associates
Florida
$3.23M +$497 +21 +0%
CWM
7
Cornerstone Wealth Management
Missouri
$2.29M +$2.29M +54,388 New
JIP
8
Jaffetilchin Investment Partners
Florida
$1.5M -$216K -9,111 -13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.4M +$162K +6,859 +13%
SWP
10
Stratos Wealth Partners
Ohio
$1.3M +$88.8K +3,752 +7%
DADC
11
D.A. Davidson & Co
Montana
$1.08M +$142K +6,000 +15%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.03M +$269K +11,376 +35%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$849K +$78.1K +3,300 +10%
CAN
14
Cetera Advisor Networks
California
$693K -$79.8K -3,372 -10%
Stifel Financial
15
Stifel Financial
Missouri
$579K -$89.6K -3,784 -13%
AFG
16
Arkansas Financial Group
Arkansas
$560K +$141K +5,947 +34%
UBS Group
17
UBS Group
Switzerland
$506K +$506K +21,378 New
DI
18
Diligent Investors
California
$424K -$17.8K -750 -4%
GWM
19
Geneos Wealth Management
Colorado
$418K +$115K +4,875 +38%
VF
20
Virtu Financial
New York
$384K -$424K -17,981 -52%
Wells Fargo
21
Wells Fargo
California
$333K +$281K +11,889 +540%
BTS
22
BB&T Securities
Virginia
$318K -$480K -20,283 -60%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$254K
DC
24
Davenport & Co
Virginia
$212K -$27.3K -1,150 -11%
AFM
25
Andesa Financial Management
Pennsylvania
$202K +$202K +8,500 New