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Davis Select Worldwide ETF
DWLD

Overview Fund Activity

45 hedge funds and large institutions have $211M invested in Davis Select Worldwide ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
–
Holders Change %
0%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
17
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$57.6M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$1,000K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.24M
4
LPL Financial
4
LPL Financial
California
$5.52M
5
Bank of America
5
Bank of America
North Carolina
$2.78M

Top Sellers

1
SAA
1
Southeast Asset Advisors
Georgia
$1.55M
2
Jane Street
2
Jane Street
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
SWP
4
Stratos Wealth Partners
Ohio
$0
5
FHA
5
First Horizon Advisors
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Modern Wealth Management
Kansas
$515K +$515K +14,180 New
PAG
27
Private Advisor Group
New Jersey
$460K +$33.2K +915 +8%
SC
28
Scotia Capital
Ontario, Canada
$363K – – –
Creative Planning
29
Creative Planning
Kansas
$326K -$11.1K -305 -3%
DI
30
Diligent Investors
California
$320K -$10.9K -300 -3%
IWC
31
Integrated Wealth Concepts
Massachusetts
$306K +$306K +8,434 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$292K +$2.29K +63 +0.8%
WAS
33
Wealth Advisory Solutions
Indiana
$260K – – –
MWM
34
MGB Wealth Management
Texas
$234K +$234K +6,438 New
CWS
35
Confluence Wealth Services
Pennsylvania
$229K – – –
Osaic Holdings
36
Osaic Holdings
Arizona
$214K -$31.3K -862 -13%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$207K +$207K +5,700 New
GWM
38
Geneos Wealth Management
Colorado
$145K – – –
CFD
39
Creative Financial Designs
Indiana
$85.9K -$5.16K -142 -6%
Comerica Bank
40
Comerica Bank
Texas
$77.1K – – –
AF
41
Advisornet Financial
Minnesota
$62.6K -$3.2K -88 -5%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$47K +$146 +4 +0.3%
PTC
43
Private Trust Company
Ohio
$21.8K – – –
SN
44
Sittner & Nelson
Oregon
$36 – – –
Wells Fargo
45
Wells Fargo
California
$24 +$24 +1 New
Jane Street
46
Jane Street
New York
– -$1.28M -33,749 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
– -$1.27M -33,465 Closed
SWP
48
Stratos Wealth Partners
Ohio
– -$1.14M -29,947 Closed
FHA
49
First Horizon Advisors
Tennessee
– -$129K -3,397 Closed
MIM
50
Macroview Investment Management
Maryland
– -$72.6K -1,915 Closed
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