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Davis Select International ETF

21 hedge funds and large institutions have $180M invested in Davis Select International ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more capital invested

Capital invested by funds: $106M → $180M (+$74.3M)

1.55% more ownership

Funds ownership: 87.6%89.15% (+1.5%)

9% less funds holding

Funds holding: 2321 (-2)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$71.3M +$47.8M +2,866,998 +276%
DSA
2
Davis Selected Advisers
Arizona
$68.9M
BCI
3
Brinker Capital Investments
Pennsylvania
$11M +$1.27M +76,011 +14%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$8.9M +$11.8K +706 +0.1%
RJA
5
Raymond James & Associates
Florida
$6.14M +$1.55M +93,086 +38%
UBS Group
6
UBS Group
Switzerland
$4.59M -$524K -31,406 -11%
CCA
7
Cobblestone Capital Advisors
New York
$3.5M -$1.45K -87 -0%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.96M -$102K -6,106 -5%
Truist Financial
9
Truist Financial
North Carolina
$740K +$103K +6,163 +18%
LPL Financial
10
LPL Financial
California
$510K -$66.6K -3,992 -13%
OPS
11
Orion Portfolio Solutions
Nebraska
$461K +$247K +14,806 +142%
SWP
12
Stratos Wealth Partners
Ohio
$406K -$20K -1,200 -5%
Jane Street
13
Jane Street
New York
$402K +$367K +22,017 New
CHJWM
14
Carlton Hofferkamp & Jenks Wealth Management
Texas
$255K
DADC
15
D.A. Davidson & Co
Montana
$220K
DI
16
Diligent Investors
California
$196K -$11.7K -700 -6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$193K +$4.75K +285 +3%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$131K -$174K -10,441 -59%
PAG
19
Private Advisor Group
New Jersey
$47K +$42.8K +2,565 New
Osaic Holdings
20
Osaic Holdings
Arizona
$45K -$224K -13,411 -85%
Citadel Advisors
21
Citadel Advisors
Florida
-$3.01M -201,796 Closed
TI
22
Tidal Investments
Wisconsin
-$349K -23,432 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$313K -21,023 Closed
LOPW
24
Live Oak Private Wealth
North Carolina
-$199K -13,329 Closed
TRCT
25
Tower Research Capital (TRC)
New York
-$4K -291 Closed

DINT Hedge Fund Activity: Q2 2020 in Review

21 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Davis Select International ETF (DINT) for Q2 2020, worth a combined $180M — up 70% from $106M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DINT and 3 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 7 added.

The largest buyer was Morgan Stanley, adding an estimated $47.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.01M sold.

  • 21 institutional investors held Davis Select International ETF (DINT) as of Q2 2020, down from 23 in Q1 2020.
  • Funds reported $180M of Davis Select International ETF stock for Q2 2020, up 70% quarter-over-quarter.
  • 3 funds opened new Davis Select International ETF positions in Q2 2020 and 5 closed out, a net change of -2 holders.
  • The largest Davis Select International ETF buyer in Q2 2020 was Morgan Stanley, an estimated $47.8M added.
  • The largest Davis Select International ETF seller in Q2 2020 was Citadel Advisors, an estimated $3.01M sold.

Based on aggregated 13F filings for Q2 2020.