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Davis Select Financial ETF

31 hedge funds and large institutions have $116M invested in Davis Select Financial ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.64% more ownership

Funds ownership: 79.72%80.36% (+0.64%)

0% more funds holding

Funds holding: 3131 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

1% less capital invested

Capital invested by funds: $117M → $116M (-$1.48M)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
7
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DSA
1
Davis Selected Advisers
Arizona
$45.3M
BCI
2
Brinker Capital Investments
Pennsylvania
$23.8M
Morgan Stanley
3
Morgan Stanley
New York
$11.8M -$41.9K -1,805 -0.4%
UBS Group
4
UBS Group
Switzerland
$10.4M -$1.2M -51,432 -10%
LPL Financial
5
LPL Financial
California
$4M -$1.15M -49,708 -23%
RJA
6
Raymond James & Associates
Florida
$3.22M -$90.8K -3,909 -3%
Citadel Advisors
7
Citadel Advisors
Florida
$2.41M +$2.12M +91,163 +914%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.02M +$135K +5,818 +7%
AFG
9
Arkansas Financial Group
Arkansas
$1.85M -$93.1K -4,005 -5%
Jane Street
10
Jane Street
New York
$1.69M +$1.41M +60,649 +579%
SWP
11
Stratos Wealth Partners
Ohio
$1.66M
DADC
12
D.A. Davidson & Co
Montana
$1.51M +$9.76K +420 +0.7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.11M -$2.18K -94 -0.2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.03M +$1.01M +43,383 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$623K +$142K +6,103 +30%
AAS
16
Avantax Advisory Services
Texas
$581K +$568K +24,425 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$527K +$515K +22,172 New
DI
18
Diligent Investors
California
$431K -$43.6K -1,875 -9%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$430K -$595K -25,600 -59%
GWM
20
Geneos Wealth Management
Colorado
$420K
Baird Financial Group
21
Baird Financial Group
Wisconsin
$256K +$4.18K +180 +2%
JIP
22
Jaffetilchin Investment Partners
Florida
$207K -$626K -26,945 -76%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$187K +$33.7K +1,450 +23%
AG
24
Advisor Group
Arizona
$67K
CCM
25
Cribstone Capital Management
Maine
$14K

DFNL Hedge Fund Activity: Q3 2019 in Review

31 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Davis Select Financial ETF (DFNL) for Q3 2019, worth a combined $116M — down 1.3% from $117M a quarter earlier.

Fund positioning in DFNL was balanced in Q3 2019: 5 funds opened new positions, 5 closed out, 7 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $2.12M. The largest seller was Vantage Financial Partners (Illinois), exiting entirely with an estimated $5.24M sold.

  • 31 institutional investors held Davis Select Financial ETF (DFNL) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $116M of Davis Select Financial ETF stock for Q3 2019, down 1.3% quarter-over-quarter.
  • 5 funds opened new Davis Select Financial ETF positions in Q3 2019 and 5 closed out, a net change of 0 holders.
  • The largest Davis Select Financial ETF buyer in Q3 2019 was Citadel Advisors, an estimated $2.12M added.
  • The largest Davis Select Financial ETF seller in Q3 2019 was Vantage Financial Partners (Illinois), an estimated $5.24M sold.

Based on aggregated 13F filings for Q3 2019.