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Davis Select Worldwide ETF
DWLD

Overview Fund Activity

44 hedge funds and large institutions have $236M invested in Davis Select Worldwide ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
–
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$3.81M
2
Truist Financial
2
Truist Financial
North Carolina
$9.94M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.59M
4
Morgan Stanley
4
Morgan Stanley
New York
$63.1M
5
Stifel Financial
5
Stifel Financial
Missouri
$2.46M

Top Sellers

1
BCI
1
Brinker Capital Investments
Pennsylvania
$1.24M
2
LPL Financial
2
LPL Financial
California
$6.58M
3
UBS Group
3
UBS Group
Switzerland
$15.1M
4
AFM
4
Andesa Financial Management
Pennsylvania
$502K
5
JWCA
5
J.W. Cole Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
26
Eudaimonia Partners
Tennessee
$519K -$891 -30 -0.2%
AFM
27
Andesa Financial Management
Pennsylvania
$502K -$2.87M -96,337 -85%
BFS
28
Bickling Financial Services
Massachusetts
$465K -$35.6K -1,199 -7%
CFD
29
Creative Financial Designs
Indiana
$465K +$44K +1,480 +10%
DI
30
Diligent Investors
California
$453K – – –
CAN
31
Cetera Advisor Networks
California
$405K +$405K +13,621 New
PAG
32
Private Advisor Group
New Jersey
$375K -$3.07K -103 -0.8%
FTUS
33
Flow Traders U.S.
New York
$330K -$449K -15,124 -58%
WAS
34
Wealth Advisory Solutions
Indiana
$306K -$21.9K -736 -7%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$290K -$85.6K -2,880 -23%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$254K – – –
GWM
37
Geneos Wealth Management
Colorado
$180K – – –
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$154K +$148K +5,000 +2,500%
AF
39
Advisornet Financial
Minnesota
$79K -$3.08K -104 -4%
PMFA
40
Plante Moran Financial Advisors
Michigan
$15K +$15K +500 New
SN
41
Sittner & Nelson
Oregon
$12K – – –
HWMA
42
Heritage Wealth Management (Arizona)
Arizona
$1K +$1K +24 New
CAL
43
Capital Analysts LLC
Pennsylvania
$1K +$1K +35 New
JWCA
44
J.W. Cole Advisors
Florida
– -$906K -26,520 Closed
ARC
45
Advisor Resource Council
Texas
– -$287K -8,387 Closed
MAG
46
Mayfair Advisory Group
Alabama
– -$240K -7,036 Closed
SB
47
Strategic Blueprint
Georgia
– -$94K -2,745 Closed
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