DWLD icon

Davis Select Worldwide ETF
DWLD

Overview Fund Activity

42 hedge funds and large institutions have $176M invested in Davis Select Worldwide ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
16
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$1.67M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$930K
3
Citadel Advisors
3
Citadel Advisors
Florida
$735K
4
Stifel Financial
4
Stifel Financial
Missouri
$7.86M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$438K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.9M
2
DSA
2
Davis Selected Advisers
Arizona
$62.3M
3
LCM
3
Lunt Capital Management
Utah
$1.23M
4
SWM
4
Scissortail Wealth Management
Oklahoma
$0
5
SOS
5
Silver Oak Securities
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
26
Creative Financial Designs
Indiana
$530K +$35.2K +1,082 +7%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$438K +$438K +13,479 New
Osaic Holdings
28
Osaic Holdings
Arizona
$310K +$682 +21 +0.2%
DI
29
Diligent Investors
California
$306K -$2.66K -82 -0.9%
Creative Planning
30
Creative Planning
Kansas
$294K +$18.1K +558 +7%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$264K +$2.02K +62 +0.8%
OPS
32
Orion Portfolio Solutions
Nebraska
$252K – – –
BCI
33
Brinker Capital Investments
Pennsylvania
$252K – – –
CWS
34
Confluence Wealth Services
Pennsylvania
$247K +$247K +7,598 New
WAS
35
Wealth Advisory Solutions
Indiana
$233K +$233K +7,169 New
GWM
36
Geneos Wealth Management
Colorado
$130K – – –
Comerica Bank
37
Comerica Bank
Texas
$68.9K – – –
AF
38
Advisornet Financial
Minnesota
$58.4K +$16.5K +508 +39%
Wells Fargo
39
Wells Fargo
California
$57.9K +$55.5K +1,710 +2,375%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$43K -$1.34K -41 -3%
PTC
41
Private Trust Company
Ohio
$19.5K – – –
SN
42
Sittner & Nelson
Oregon
$13.7K – – –
SWM
43
Scissortail Wealth Management
Oklahoma
– -$538K -18,120 Closed
SOS
44
Silver Oak Securities
Tennessee
– -$459K -15,484 Closed
Jane Street
45
Jane Street
New York
– -$372K -12,572 Closed
Bank of New York Mellon
46
Bank of New York Mellon
New York
– -$367K -12,399 Closed
ARC
47
Advisor Resource Council
Texas
– -$221K -7,457 Closed
RIM
48
Rockbridge Investment Management
New York
– -$2.84K -96 Closed
1
2