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Davis Select Worldwide ETF
DWLD

Overview Fund Activity

49 hedge funds and large institutions have $234M invested in Davis Select Worldwide ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
16
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$18.8M
2
Stifel Financial
2
Stifel Financial
Missouri
$7.49M
3
Jane Street
3
Jane Street
New York
$5.13M
4
OMC
4
Old Mission Capital
Illinois
$6.56M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.04M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$5.67M
2
UBS Group
2
UBS Group
Switzerland
$8.85M
3
Truist Financial
3
Truist Financial
North Carolina
$8.42M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$572K
5
Morgan Stanley
5
Morgan Stanley
New York
$61.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$572K -$642K -21,999 -53%
APA
27
American Portfolios Advisors
New York
$554K -$23.1K -792 -4%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$553K +$553K +18,945 New
OPS
29
Orion Portfolio Solutions
Nebraska
$551K +$551K +18,869 New
CFD
30
Creative Financial Designs
Indiana
$483K +$26.3K +901 +6%
Osaic Holdings
31
Osaic Holdings
Arizona
$437K -$99.8K -3,397 -19%
BFS
32
Bickling Financial Services
Massachusetts
$428K -$29.3K -1,002 -6%
CAN
33
Cetera Advisor Networks
California
$417K +$19.7K +676 +5%
PAG
34
Private Advisor Group
New Jersey
$368K +$233 +8 +0.1%
DI
35
Diligent Investors
California
$366K -$20.7K -710 -5%
Chevy Chase Trust
36
Chevy Chase Trust
Maryland
$324K +$324K +11,090 New
Bank of New York Mellon
37
Bank of New York Mellon
New York
$298K +$298K +10,206 New
Baird Financial Group
38
Baird Financial Group
Wisconsin
$294K +$294K +10,070 New
JWCA
39
J.W. Cole Advisors
Florida
$289K +$289K +9,910 New
AFM
40
Andesa Financial Management
Pennsylvania
$263K -$230K -7,875 -47%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$252K -$32.2K -1,105 -11%
ARC
42
Advisor Resource Council
Texas
$250K +$250K +8,567 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$232K -$17.8K -610 -7%
GWM
44
Geneos Wealth Management
Colorado
$176K – – –
AF
45
Advisornet Financial
Minnesota
$41K -$37.1K -1,268 -48%
KSWA
46
Kathleen S. Wright Associates
Pennsylvania
$30K +$30K +1,011 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$18K +$18K +626 New
SN
48
Sittner & Nelson
Oregon
$12K – – –
FTUS
49
Flow Traders U.S.
New York
– -$330K -11,119 Closed
PMFA
50
Plante Moran Financial Advisors
Michigan
– -$15K -500 Closed
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