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Davis Select Worldwide ETF
DWLD

Overview Fund Activity

45 hedge funds and large institutions have $207M invested in Davis Select Worldwide ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BEI
1
Benjamin Edwards Inc
Missouri
$1.24M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.27M
3
LPL Financial
3
LPL Financial
California
$5.09M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.6M
5
SOS
5
Silver Oak Securities
Tennessee
$590K

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$2.3M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$17.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
CWS
5
Confluence Wealth Services
Pennsylvania
$233K
Name Holding Trade Value Shares
Change 		Shares
Change %
SOS
26
Silver Oak Securities
Tennessee
$590K +$590K +15,484 New
PAG
27
Private Advisor Group
New Jersey
$446K -$114K -3,000 -20%
SC
28
Scotia Capital
Ontario, Canada
$379K – – –
Creative Planning
29
Creative Planning
Kansas
$352K – – –
DI
30
Diligent Investors
California
$346K -$11.4K -300 -3%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$302K -$5.64K -149 -2%
WAS
32
Wealth Advisory Solutions
Indiana
$272K – – –
Osaic Holdings
33
Osaic Holdings
Arizona
$256K +$16.7K +440 +7%
CWS
34
Confluence Wealth Services
Pennsylvania
$233K -$275K -7,266 -54%
GWM
35
Geneos Wealth Management
Colorado
$152K – – –
FHA
36
First Horizon Advisors
Tennessee
$129K +$129K +3,397 New
CFD
37
Creative Financial Designs
Indiana
$95.1K -$70.9K -1,871 -43%
Comerica Bank
38
Comerica Bank
Texas
$80.4K -$8K -211 -9%
MIM
39
Macroview Investment Management
Maryland
$72.6K – – –
AF
40
Advisornet Financial
Minnesota
$68.6K +$531 +14 +0.8%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$59.1K +$34.4K +908 +139%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$49K – – –
PTC
43
Private Trust Company
Ohio
$22.7K – – –
VWM
44
Venturi Wealth Management
Texas
$1.02K +$1.02K +27 New
SN
45
Sittner & Nelson
Oregon
$38 -$16K -420 -100%
Wells Fargo
46
Wells Fargo
California
$18 -$16 – –
FTUS
47
Flow Traders U.S.
New York
– -$1.84M -55,289 Closed
Citadel Advisors
48
Citadel Advisors
Florida
– -$286K -8,590 Closed
OPS
49
Orion Portfolio Solutions
Nebraska
– -$258K -7,751 Closed
BCI
50
Brinker Capital Investments
Pennsylvania
– -$258K -7,751 Closed
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