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Davis Select Worldwide ETF
DWLD

Overview Fund Activity

44 hedge funds and large institutions have $278M invested in Davis Select Worldwide ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
25
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.98M
2
Morgan Stanley
2
Morgan Stanley
New York
$63.8M
3
AFM
3
Andesa Financial Management
Pennsylvania
$4.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.04M
5
LPL Financial
5
LPL Financial
California
$11.3M

Top Sellers

1
TI
1
Tidal Investments
Wisconsin
$932K
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$988K
3
APA
3
American Portfolios Advisors
New York
$684K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.02M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
DI
26
Diligent Investors
California
$484K 14,326 -100 -0.7%
EP
27
Eudaimonia Partners
Tennessee
$474K 14,034 +10,354 +281%
CFD
28
Creative Financial Designs
Indiana
$464K 13,730 +275 +2%
Osaic Holdings
29
Osaic Holdings
Arizona
$443K 13,117 +933 +8%
PAG
30
Private Advisor Group
New Jersey
$429K 12,704 +448 +4%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$391K 11,574 +890 +8%
Citadel Advisors
32
Citadel Advisors
Florida
$329K 9,739 +9,739 New
CWM
33
Centric Wealth Management
Illinois
$311K 9,224 – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$265K 7,853 – –
MAG
35
Mayfair Advisory Group
Alabama
$230K 6,686 +166 +3%
HighTower Advisors
36
HighTower Advisors
Illinois
$226K 6,697 +6,697 New
GWM
37
Geneos Wealth Management
Colorado
$214K 6,050 – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$194K 5,745 -316 -5%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$132K 3,864 – –
AF
40
Advisornet Financial
Minnesota
$80K 2,365 +1,300 +122%
Bank of America
41
Bank of America
North Carolina
$20K 600 +600 New
SN
42
Sittner & Nelson
Oregon
$14K 420 – –
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$6K 200 +200 New
WAS
44
Wealth Advisory Solutions
Indiana
$0 11,032 -1,879 -15%
Wells Fargo
45
Wells Fargo
California
– – -1 Closed
CFGS
46
Concourse Financial Group Securities
Alabama
– – – –
1
2