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Davis Select International ETF

21 hedge funds and large institutions have $206M invested in Davis Select International ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $180M → $206M (+$25.9M)

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

5.65% less ownership

Funds ownership: 89.15%83.5% (-5.6%)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DSA
1
Davis Selected Advisers
Arizona
$81.6M -$10.7M -539,576 -14%
Morgan Stanley
2
Morgan Stanley
New York
$80.8M +$2.5M +126,132 +3%
BCI
3
Brinker Capital Investments
Pennsylvania
$12.1M +$74.2K +3,746 +0.6%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.9M +$1.13M +57,297 +12%
RJA
5
Raymond James & Associates
Florida
$7.68M +$932K +47,046 +14%
CCA
6
Cobblestone Capital Advisors
New York
$3.8M -$42.4K -2,140 -1%
UBS Group
7
UBS Group
Switzerland
$3.22M -$1.79M -90,381 -36%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.06M -$80.8K -4,078 -4%
Truist Financial
9
Truist Financial
North Carolina
$855K +$43.3K +2,185 +5%
OPS
10
Orion Portfolio Solutions
Nebraska
$504K -$1.01K -51 -0.2%
LPL Financial
11
LPL Financial
California
$497K -$62.4K -3,151 -11%
SWP
12
Stratos Wealth Partners
Ohio
$419K -$25.7K -1,300 -6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$316K +$103K +5,201 +49%
CTA
14
Colonial Trust Advisors
South Carolina
$246K +$244K +12,296 New
DADC
15
D.A. Davidson & Co
Montana
$225K -$15.8K -800 -7%
CHJWM
16
Carlton Hofferkamp & Jenks Wealth Management
Texas
$217K -$68.3K -3,450 -26%
DI
17
Diligent Investors
California
$208K -$5.94K -300 -3%
Osaic Holdings
18
Osaic Holdings
Arizona
$108K +$59.7K +3,013 +125%
VFA
19
Valeo Financial Advisors
Indiana
$93K +$91.6K +4,626 New
Citigroup
20
Citigroup
New York
$3K +$2.61K +132 +13,200%
AF
21
Allworth Financial
California
$2K +$1.98K +100 New
Jane Street
22
Jane Street
New York
-$402K -22,017 Closed
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
-$131K -7,180 Closed
PAG
24
Private Advisor Group
New Jersey
-$47K -2,565 Closed

DINT Hedge Fund Activity: Q3 2020 in Review

21 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Davis Select International ETF (DINT) for Q3 2020, worth a combined $206M — up 14% from $180M a quarter earlier.

Fund positioning in DINT was balanced in Q3 2020: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.5M. The largest seller was Davis Selected Advisers, cutting an estimated $10.7M.

  • 21 institutional investors held Davis Select International ETF (DINT) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $206M of Davis Select International ETF stock for Q3 2020, up 14% quarter-over-quarter.
  • 3 funds opened new Davis Select International ETF positions in Q3 2020 and 3 closed out, a net change of 0 holders.
  • The largest Davis Select International ETF buyer in Q3 2020 was Morgan Stanley, an estimated $2.5M added.
  • The largest Davis Select International ETF seller in Q3 2020 was Davis Selected Advisers, an estimated $10.7M sold.

Based on aggregated 13F filings for Q3 2020.