Davis Select Worldwide ETF
DWLD
51 hedge funds and large institutions have $291M invested in Davis Select Worldwide ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 3 closing their positions.
156% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 9
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
23% more capital invested
Capital invested by funds: $236M → $291M (+$55M)
6% more funds holding
Funds holding: 48 → 51 (+3)
1.5% more ownership
Funds ownership: 65.45% → 66.95% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$21.3M |
| 2 |
DC
Davenport & Co
Richmond,
Virginia
|
+$1.95M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$1.78M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.72M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.25M |
| 2 |
FC
Fjell Capital
Fargo,
North Dakota
|
-$390K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$308K |
| 4 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$283K |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$231K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| $39 | – | – | – |
|
|
ARC
52
Advisor Resource Council
Dallas,
Texas
| – | -$283K | -7,520 | Closed |
|
|
JWCA
53
J.W. Cole Advisors
Tampa,
Florida
| – | -$231K | -6,124 | Closed |
|
54
Jones Financial Companies
Des Peres,
Missouri
| – | -$29.8K | -789 | Closed |
|
DWLD Hedge Fund Activity: Q2 2025 in Review
51 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Davis Select Worldwide ETF (DWLD) for Q2 2025, worth a combined $291M — up 23% from $236M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DWLD positions and 3 closed out — a net gain of 3 holders — while 23 added to existing stakes and 9 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $21.3M. The largest seller was Royal Bank of Canada, cutting an estimated $3.25M.
- 51 institutional investors held Davis Select Worldwide ETF (DWLD) as of Q2 2025, up from 48 in Q1 2025.
- Funds reported $291M of Davis Select Worldwide ETF stock for Q2 2025, up 23% quarter-over-quarter.
- 6 funds opened new Davis Select Worldwide ETF positions in Q2 2025 and 3 closed out, a net change of +3 holders.
- The largest Davis Select Worldwide ETF buyer in Q2 2025 was Cetera Investment Advisers, an estimated $21.3M added.
- The largest Davis Select Worldwide ETF seller in Q2 2025 was Royal Bank of Canada, an estimated $3.25M sold.
Based on aggregated 13F filings for Q2 2025.