Davis Select Financial ETF
DFNL
45 hedge funds and large institutions have $172M invested in Davis Select Financial ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
90% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 10
9% more capital invested
Capital invested by funds: $158M → $172M (+$13.5M)
2% more funds holding
Funds holding: 44 → 45 (+1)
0.33% less ownership
Funds ownership: 72.39% → 72.07% (-0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$3.98M |
| 2 |
Morgan Stanley
New York
|
+$2.81M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.42M |
| 4 |
Jane Street
New York
|
+$1.15M |
| 5 |
GS
GTS Securities
Miami,
Florida
|
+$752K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$2.09M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$871K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$269K |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$77.9K |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$55.5K |
DFNL Hedge Fund Activity: Q4 2024 in Review
45 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Davis Select Financial ETF (DFNL) for Q4 2024, worth a combined $172M — up 8.5% from $158M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DFNL positions and 2 closed out — a net gain of 3 holders — while 19 added to existing stakes and 10 trimmed.
The largest buyer was Stifel Financial, adding an estimated $3.98M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $2.09M sold.
- 45 institutional investors held Davis Select Financial ETF (DFNL) as of Q4 2024, up from 44 in Q3 2024.
- Funds reported $172M of Davis Select Financial ETF stock for Q4 2024, up 8.5% quarter-over-quarter.
- 5 funds opened new Davis Select Financial ETF positions in Q4 2024 and 2 closed out, a net change of +3 holders.
- The largest Davis Select Financial ETF buyer in Q4 2024 was Stifel Financial, an estimated $3.98M added.
- The largest Davis Select Financial ETF seller in Q4 2024 was Stratos Wealth Partners, an estimated $2.09M sold.
Based on aggregated 13F filings for Q4 2024.