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Davis Select Worldwide ETF

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

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

12% more capital invested

Capital invested by funds: $211M → $236M (+$25.7M)

7% more funds holding

Funds holding: 4548 (+3)

1.71% more ownership

Funds ownership: 63.74%65.45% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

28% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 18

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.64%
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
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
26
OneAscent Financial Services
Alabama
$681K +$686K +18,069 New
GWM
27
Geneos Wealth Management
Colorado
$603K +$455K +12,000 +300%
SOS
28
Silver Oak Securities
Tennessee
$585K
Jane Street
29
Jane Street
New York
$579K +$583K +15,356 New
Truist Financial
30
Truist Financial
North Carolina
$540K -$38.8K -1,023 -7%
PAG
31
Private Advisor Group
New Jersey
$478K
Osaic Holdings
32
Osaic Holdings
Arizona
$468K +$248K +6,523 +111%
MWM
33
Modern Wealth Management
Kansas
$362K -$174K -4,580 -32%
Creative Planning
34
Creative Planning
Kansas
$338K
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$317K +$14.4K +380 +5%
DI
36
Diligent Investors
California
$310K -$22.8K -600 -7%
ARC
37
Advisor Resource Council
Texas
$283K +$285K +7,520 New
MWM
38
MGB Wealth Management
Texas
$249K +$6.83K +180 +3%
JWCA
39
J.W. Cole Advisors
Florida
$231K +$232K +6,124 New
CWS
40
Confluence Wealth Services
Pennsylvania
$221K -$2.85K -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 -$47.1K -1,241 -52%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$29.8K +$29.9K +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

DWLD Hedge Fund Activity: Q1 2025 in Review

48 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Davis Select Worldwide ETF (DWLD) for Q1 2025, worth a combined $236M — up 12% from $211M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DWLD positions and 3 closed out — a net gain of 3 holders — while 13 added to existing stakes and 18 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $9.06M. The largest seller was Royal Bank of Canada, cutting an estimated $2.04M.

  • 48 institutional investors held Davis Select Worldwide ETF (DWLD) as of Q1 2025, up from 45 in Q4 2024.
  • Funds reported $236M of Davis Select Worldwide ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 6 funds opened new Davis Select Worldwide ETF positions in Q1 2025 and 3 closed out, a net change of +3 holders.
  • The largest Davis Select Worldwide ETF buyer in Q1 2025 was Northwestern Mutual Wealth Management, an estimated $9.06M added.
  • The largest Davis Select Worldwide ETF seller in Q1 2025 was Royal Bank of Canada, an estimated $2.04M sold.

Based on aggregated 13F filings for Q1 2025.