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Davis Select Financial ETF

36 hedge funds and large institutions have $112M invested in Davis Select Financial ETF in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
16
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DSA
1
Davis Selected Advisers
Arizona
$45.3M
BCI
2
Brinker Capital Investments
Pennsylvania
$19.8M
Morgan Stanley
3
Morgan Stanley
New York
$10.7M +$1.08M +43,626 +11%
VFPI
4
Vantage Financial Partners (Illinois)
Illinois
$6.81M -$64.4K -2,605 -0.9%
UBS Group
5
UBS Group
Switzerland
$4.73M +$4.2M +169,923 +795%
LPL Financial
6
LPL Financial
California
$4.42M +$95K +3,844 +2%
RJA
7
Raymond James & Associates
Florida
$3.73M +$364K +14,717 +11%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.83M +$369K +14,947 +25%
JIP
9
Jaffetilchin Investment Partners
Florida
$1.7M +$136K +5,492 +9%
SWP
10
Stratos Wealth Partners
Ohio
$1.36M +$12K +485 +0.9%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.36M +$1.36M +54,960 New
DADC
12
D.A. Davidson & Co
Montana
$1.23M +$102K +4,130 +9%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.22M +$334K +13,500 +38%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.19M +$113K +4,558 +10%
AFG
15
Arkansas Financial Group
Arkansas
$1.09M +$509K +20,609 +87%
CAN
16
Cetera Advisor Networks
California
$784K +$59.3K +2,395 +8%
Stifel Financial
17
Stifel Financial
Missouri
$629K +$28.8K +1,173 +5%
CWM
18
Cornerstone Wealth Management
Missouri
$625K -$1.75M -40,063 -74%
DI
19
Diligent Investors
California
$442K
GWM
20
Geneos Wealth Management
Colorado
$436K
CA
21
CapWealth Advisors
Tennessee
$352K +$352K +14,236 New
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$266K
HFS
23
HL Financial Services
Kentucky
$250K +$250K +10,126 New
BFEC
24
Benjamin F. Edwards & Company
Missouri
$249K +$61.6K +2,490 +33%
BTS
25
BB&T Securities
Virginia
$221K -$111K -4,497 -33%