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Davis Select Worldwide ETF

40 hedge funds and large institutions have $162M invested in Davis Select Worldwide ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-4
Holders Change %
-9.09%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
13
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
26
Raymond James & Associates
Florida
$524K -$197K -6,840 -27%
CFD
27
Creative Financial Designs
Indiana
$468K -$5.27K -183 -1%
Osaic Holdings
28
Osaic Holdings
Arizona
$456K -$35.4K -1,238 -7%
SOS
29
Silver Oak Securities
Tennessee
$446K
PAG
30
Private Advisor Group
New Jersey
$410K -$4.78K -166 -1%
DI
31
Diligent Investors
California
$305K -$11.5K -400 -4%
Creative Planning
32
Creative Planning
Kansas
$268K
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$242K -$7.91K -275 -3%
GWM
34
Geneos Wealth Management
Colorado
$115K
AF
35
Advisornet Financial
Minnesota
$41.4K +$15.1K +526 +58%
Wells Fargo
36
Wells Fargo
California
$25K -$67K -2,327 -73%
PTC
37
Private Trust Company
Ohio
$17.3K
SN
38
Sittner & Nelson
Oregon
$12.1K
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$10K
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$6.77K
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
-$1.1M -41,592 Closed
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
-$209K -7,909 Closed
CFGS
43
Concourse Financial Group Securities
Alabama
-$36.8K -1,390 Closed
SCA
44
Stonebridge Capital Advisors
Minnesota
-$6.61K -250 Closed
Fidelity Investments
45
Fidelity Investments
Massachusetts
-$26 -1 Closed