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Davis Select Worldwide ETF
DWLD

Overview Fund Activity

37 hedge funds and large institutions have $149M invested in Davis Select Worldwide ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
16
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$17.6M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$5.69M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.8M
5
BTS
5
BB&T Securities
Virginia
$3.27M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$8.14M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.09M
3
SAA
3
Southeast Asset Advisors
Georgia
$4.8M
4
GSWM
4
Golden State Wealth Management
California
$107K
5
CAN
5
Cetera Advisor Networks
California
$247K
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$247K 10,540 -3,095 -23%
TI
27
Tidal Investments
Wisconsin
$233K 10,026 – –
GWM
28
Geneos Wealth Management
Colorado
$163K 7,000 – –
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$132K 3,864 – –
GSWM
30
Golden State Wealth Management
California
$107K 4,600 -3,360 -42%
Wells Fargo
31
Wells Fargo
California
$84K 3,588 +1,200 +50%
AG
32
Advisor Group
Arizona
$40K 1,698 – –
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$15K 637 – –
AF
34
Advisornet Financial
Minnesota
$15K 631 +456 +261%
TRCT
35
Tower Research Capital (TRC)
New York
$14K 619 -175 -22%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$8K 350 – –
SPIA
37
Steward Partners Investment Advisory
New York
$2K 109 +109 New
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
– – -77 Closed
CFGS
39
Concourse Financial Group Securities
Alabama
– – – –
1
2