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Davis Select Worldwide ETF
DWLD

Overview Fund Activity

44 hedge funds and large institutions have $145M invested in Davis Select Worldwide ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 27 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$14.4M
2
QA
2
Quantitative Advantage
Minnesota
$2.05M
3
SOS
3
Silver Oak Securities
Tennessee
$409K
4
DSA
4
Davis Selected Advisers
Arizona
$51.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$209K

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.96M
2
Citadel Advisors
2
Citadel Advisors
Florida
$538K
3
Morgan Stanley
3
Morgan Stanley
New York
$38.9M
4
OMC
4
Old Mission Capital
Illinois
$300K
5
Bank of America
5
Bank of America
North Carolina
$2.24M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$381K 14,408 -492 -3%
OMC
27
Old Mission Capital
Illinois
$300K 11,363 -41,667 -79%
DI
28
Diligent Investors
California
$291K 11,002 -399 -3%
BCI
29
Brinker Capital Investments
Pennsylvania
$285K 10,778 -15,484 -59%
OPS
30
Orion Portfolio Solutions
Nebraska
$285K 10,778 -4,706 -30%
Creative Planning
31
Creative Planning
Kansas
$246K 9,294 -3,373 -27%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$230K 8,691 +80 +0.9%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$209K 7,909 +7,909 New
GWM
34
Geneos Wealth Management
Colorado
$106K 4,000 – –
Wells Fargo
35
Wells Fargo
California
$84.6K 3,197 +3,196 +319,600%
CFGS
36
Concourse Financial Group Securities
Alabama
$36.8K 1,390 -1,060 -43%
AF
37
Advisornet Financial
Minnesota
$24.1K 913 – –
PTC
38
Private Trust Company
Ohio
$15.9K 600 – –
SN
39
Sittner & Nelson
Oregon
$11.1K 421 – –
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$10K 363 -33 -8%
SCA
41
Stonebridge Capital Advisors
Minnesota
$6.61K 250 +250 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$6.21K 235 – –
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$2.34K 88,684 -210 -0.2%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$26 1 +1 New
SWM
45
Scissortail Wealth Management
Oklahoma
– – -11,295 Closed
TI
46
Tidal Investments
Wisconsin
– – -10,113 Closed
CAN
47
Cetera Advisor Networks
California
– – -9,474 Closed
USCWA
48
U.S. Capital Wealth Advisors
Texas
– – -979 Closed
HNB
49
Huntington National Bank
Ohio
– – – –
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