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Davis Select Worldwide ETF
DWLD

Overview Fund Activity

44 hedge funds and large institutions have $165M invested in Davis Select Worldwide ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.1M
2
OMC
2
Old Mission Capital
Illinois
$2.95M
3
CL
3
COWA LLC
Oklahoma
$903K
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.62M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$1.44M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.18M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$220K
3
RJA
3
Raymond James & Associates
Florida
$1.16M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.19M
5
Truist Financial
5
Truist Financial
North Carolina
$5.12M
Name Market Value Shares Shares
Change 		Shares
Change %
OPS
26
Orion Portfolio Solutions
Nebraska
$537K 22,252 +3,771 +20%
TI
27
Tidal Investments
Wisconsin
$434K 17,951 -3,917 -18%
CFD
28
Creative Financial Designs
Indiana
$425K 17,616 +212 +1%
PAG
29
Private Advisor Group
New Jersey
$361K 14,937 -607 -4%
Osaic Holdings
30
Osaic Holdings
Arizona
$343K 14,171 -646 -4%
CAN
31
Cetera Advisor Networks
California
$335K 13,864 -844 -6%
DI
32
Diligent Investors
California
$303K 12,551 – –
APA
33
American Portfolios Advisors
New York
$270K 11,173 -442 -4%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$220K 9,120 -84,042 -90%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$219K 9,078 – –
ARC
36
Advisor Resource Council
Texas
$206K 8,517 +8,517 New
CFGS
37
Concourse Financial Group Securities
Alabama
$120K 4,983 +4,983 New
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$109K 4,517 +252 +6%
GWM
39
Geneos Wealth Management
Colorado
$97K 4,000 -2,071 -34%
AF
40
Advisornet Financial
Minnesota
$28K 1,147 – –
PTC
41
Private Trust Company
Ohio
$14K 600 +600 New
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$10K 396 -155 -28%
SN
43
Sittner & Nelson
Oregon
$10K 421 +1 +0.2%
EP
44
Eudaimonia Partners
Tennessee
– – -17,044 Closed
BFS
45
Bickling Financial Services
Massachusetts
– – -13,280 Closed
JWCA
46
J.W. Cole Advisors
Florida
– – -9,988 Closed
WAS
47
Wealth Advisory Solutions
Indiana
– – -9,673 Closed
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
– – -8,649 Closed
Wells Fargo
49
Wells Fargo
California
$0 1 – –
1
2