Davis Select Financial ETF
DFNL
44 hedge funds and large institutions have $158M invested in Davis Select Financial ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
16% more capital invested
Capital invested by funds: $137M → $158M (+$21.7M)
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
2% more funds holding
Funds holding: 43 → 44 (+1)
1.48% more ownership
Funds ownership: 70.91% → 72.39% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.86M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$1.73M |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$941K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$818K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$436K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$724K |
| 2 |
Jane Street
New York
|
-$346K |
| 3 |
Morgan Stanley
New York
|
-$203K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$67K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$47.5K |
DFNL Hedge Fund Activity: Q3 2024 in Review
44 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Davis Select Financial ETF (DFNL) for Q3 2024, worth a combined $158M — up 16% from $137M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DFNL positions and 2 closed out — a net gain of 2 holders — while 15 added to existing stakes and 13 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.86M. The largest seller was Atlas Wealth, cutting an estimated $724K.
- 44 institutional investors held Davis Select Financial ETF (DFNL) as of Q3 2024, up from 43 in Q2 2024.
- Funds reported $158M of Davis Select Financial ETF stock for Q3 2024, up 16% quarter-over-quarter.
- 4 funds opened new Davis Select Financial ETF positions in Q3 2024 and 2 closed out, a net change of +2 holders.
- The largest Davis Select Financial ETF buyer in Q3 2024 was LPL Financial, an estimated $1.86M added.
- The largest Davis Select Financial ETF seller in Q3 2024 was Atlas Wealth, an estimated $724K sold.
Based on aggregated 13F filings for Q3 2024.