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Davis Select Worldwide ETF

43 hedge funds and large institutions have $136M invested in Davis Select Worldwide ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 24 reducing their positions, and 2 closing their positions.

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
24
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OPS
26
Orion Portfolio Solutions
Nebraska
$385K 15,484 -2,479 -14%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$368K 14,837 -18,395 -55%
Creative Planning
28
Creative Planning
Kansas
$315K 12,667 -19,531 -61%
SWM
29
Scissortail Wealth Management
Oklahoma
$312K 11,295 +11,295 New
DI
30
Diligent Investors
California
$283K 11,401 -600 -5%
TI
31
Tidal Investments
Wisconsin
$251K 10,113 -5,754 -36%
CAN
32
Cetera Advisor Networks
California
$236K 9,474 -4,112 -30%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$214K 8,611 +8,611 New
GWM
34
Geneos Wealth Management
Colorado
$99.4K 4,000
CFGS
35
Concourse Financial Group Securities
Alabama
$60.9K 2,450
HNB
36
Huntington National Bank
Ohio
USCWA
37
U.S. Capital Wealth Advisors
Texas
$24.3K 979 +979 New
AF
38
Advisornet Financial
Minnesota
$22.7K 913 -234 -20%
PTC
39
Private Trust Company
Ohio
$15K 600
SN
40
Sittner & Nelson
Oregon
$10.5K 421
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$10K 396
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$5.84K 235
PAG
43
Private Advisor Group
New Jersey
$370 14,900 +2,831 +23%
Wells Fargo
44
Wells Fargo
California
$25 1
CL
45
COWA LLC
Oklahoma
-37,375 Closed
LS
46
Leelyn Smith
Illinois
-380 Closed