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Davis Select Worldwide ETF
DWLD

Overview Fund Activity

48 hedge funds and large institutions have $236M invested in Davis Select Worldwide ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
13
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$11.4M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$6.25M
3
Raymond James Financial
Raymond James Financial
Florida
$6.54M
4
Bank of America
Bank of America
North Carolina
$4.13M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2.62M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$15.6M
2
Morgan Stanley
Morgan Stanley
New York
$59.1M
3
DC
Davenport & Co
Virginia
$1.33M
4
SC
Scotia Capital
Ontario, Canada
$0
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
26
OneAscent Financial Services
Alabama
$681K +$681K +18,069 New
GWM
27
Geneos Wealth Management
Colorado
$603K +$452K +12,000 +300%
SOS
28
Silver Oak Securities
Tennessee
$585K – – –
Jane Street
29
Jane Street
New York
$579K +$579K +15,356 New
Truist Financial
30
Truist Financial
North Carolina
$540K -$38.6K -1,023 -7%
PAG
31
Private Advisor Group
New Jersey
$478K – – –
Osaic Holdings
32
Osaic Holdings
Arizona
$468K +$246K +6,523 +111%
MWM
33
Modern Wealth Management
Kansas
$362K -$173K -4,580 -32%
Creative Planning
34
Creative Planning
Kansas
$338K – – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$317K +$14.3K +380 +5%
DI
36
Diligent Investors
California
$310K -$22.6K -600 -7%
ARC
37
Advisor Resource Council
Texas
$283K +$283K +7,520 New
MWM
38
MGB Wealth Management
Texas
$249K +$6.78K +180 +3%
JWCA
39
J.W. Cole Advisors
Florida
$231K +$231K +6,124 New
CWS
40
Confluence Wealth Services
Pennsylvania
$221K -$2.73K -75 -1%
Comerica Bank
41
Comerica Bank
Texas
$80K – – –
AF
42
Advisornet Financial
Minnesota
$64.9K – – –
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$48K – – –
CFD
44
Creative Financial Designs
Indiana
$42.4K -$46.8K -1,241 -52%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$29.8K +$29.8K +789 New
PTC
46
Private Trust Company
Ohio
$22.6K – – –
SN
47
Sittner & Nelson
Oregon
$38 – – –
Wells Fargo
48
Wells Fargo
California
$37 – – –
SC
49
Scotia Capital
Ontario, Canada
– -$363K -10,000 Closed
WAS
50
Wealth Advisory Solutions
Indiana
– -$260K -7,169 Closed
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