Davis Select Financial ETF
DFNL
42 hedge funds and large institutions have $118M invested in Davis Select Financial ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
11% more capital invested
Capital invested by funds: $107M → $118M (+$11.5M)
3.68% more ownership
Funds ownership: 64.97% → 68.65% (+3.7%)
2% more funds holding
Funds holding: 41 → 42 (+1)
13% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.43M |
| 2 |
Morgan Stanley
New York
|
+$1.84M |
| 3 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$988K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$679K |
| 5 |
LPL Financial
San Diego,
California
|
+$297K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
-$3.89M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.73M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$348K |
| 4 |
Rockefeller Capital Management
New York
|
-$338K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$315K |
DFNL Hedge Fund Activity: Q4 2022 in Review
42 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Davis Select Financial ETF (DFNL) for Q4 2022, worth a combined $118M — up 11% from $107M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DFNL positions and 4 closed out — a net gain of 1 holder — while 14 added to existing stakes and 16 trimmed.
The largest buyer was Jane Street, adding an estimated $2.43M. The largest seller was Andesa Financial Management, cutting an estimated $3.89M.
- 42 institutional investors held Davis Select Financial ETF (DFNL) as of Q4 2022, up from 41 in Q3 2022.
- Funds reported $118M of Davis Select Financial ETF stock for Q4 2022, up 11% quarter-over-quarter.
- 5 funds opened new Davis Select Financial ETF positions in Q4 2022 and 4 closed out, a net change of +1 holder.
- The largest Davis Select Financial ETF buyer in Q4 2022 was Jane Street, an estimated $2.43M added.
- The largest Davis Select Financial ETF seller in Q4 2022 was Andesa Financial Management, an estimated $3.89M sold.
Based on aggregated 13F filings for Q4 2022.