DWLD icon

Davis Select Worldwide ETF
DWLD

Overview Fund Activity

36 hedge funds and large institutions have $144M invested in Davis Select Worldwide ETF in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$8.38M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.93M
3
RJA
3
Raymond James & Associates
Florida
$1.44M
4
CFD
4
Creative Financial Designs
Indiana
$201K
5
CWM
5
Centric Wealth Management
Illinois
$201K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$556K
2
Morgan Stanley
2
Morgan Stanley
New York
$43.8M
3
UBS Group
3
UBS Group
Switzerland
$16.9M
4
BlackRock
4
BlackRock
New York
$0
5
CAN
5
Cetera Advisor Networks
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFD
26
Creative Financial Designs
Indiana
$201K 9,000 +9,000 New
CWM
27
Centric Wealth Management
Illinois
$201K 9,000 +9,000 New
GWM
28
Geneos Wealth Management
Colorado
$158K 7,000 – –
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$132K 3,864 – –
GSWM
30
Golden State Wealth Management
California
$40K 1,750 -2,850 -62%
AG
31
Advisor Group
Arizona
$39K 1,698 – –
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$38K 1,677 +1,327 +379%
AF
33
Advisornet Financial
Minnesota
$14K 631 – –
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$7K 312 -325 -51%
TRCT
35
Tower Research Capital (TRC)
New York
$3K 114 -505 -82%
BlackRock
36
BlackRock
New York
– – -11,527 Closed
CAN
37
Cetera Advisor Networks
California
– – -10,540 Closed
Wells Fargo
38
Wells Fargo
California
– – -3,588 Closed
SPIA
39
Steward Partners Investment Advisory
New York
$0 15 -94 -86%
CFGS
40
Concourse Financial Group Securities
Alabama
– – – –
1
2