Davis Select Worldwide ETF
DWLD
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.
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: 45 → 48 (+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: 1 → 1 (0)
28% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$9.06M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$5.25M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$2.33M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.25M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.04M |
| 2 |
Morgan Stanley
New York
|
-$701K |
| 3 |
DC
Davenport & Co
Richmond,
Virginia
|
-$437K |
| 4 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$363K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$290K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$207K | -5,700 | 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.