Davis Select Worldwide ETF
DWLD
35 hedge funds and large institutions have $135M invested in Davis Select Worldwide ETF in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
9% more funds holding
Funds holding: 32 → 35 (+3)
4.9% more ownership
Funds ownership: 58.85% → 63.75% (+4.9%)
3% less capital inflows, than outflows
Capital inflows: $12M | Capital outflows: $12.4M
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$6.63M |
| 2 |
Davis Selected Advisers
Tucson,
Arizona
|
+$2.62M |
| 3 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$882K |
| 4 |
LPL Financial
San Diego,
California
|
+$519K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$338K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BB&T Securities
Richmond,
Virginia
|
-$5.9M |
| 2 |
Jane Street
New York
|
-$3.22M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.36M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.09M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$314K |
DWLD Hedge Fund Activity: Q1 2019 in Review
35 of the 4,634 institutional investors tracked by Wall St. Rank reported a position in Davis Select Worldwide ETF (DWLD) for Q1 2019, worth a combined $135M — up 18% from $114M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DWLD positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 13 trimmed.
The largest buyer was UBS Group, adding an estimated $6.63M. The largest seller was BB&T Securities, cutting an estimated $5.9M.
- 35 institutional investors held Davis Select Worldwide ETF (DWLD) as of Q1 2019, up from 32 in Q4 2018.
- Funds reported $135M of Davis Select Worldwide ETF stock for Q1 2019, up 18% quarter-over-quarter.
- 6 funds opened new Davis Select Worldwide ETF positions in Q1 2019 and 3 closed out, a net change of +3 holders.
- The largest Davis Select Worldwide ETF buyer in Q1 2019 was UBS Group, an estimated $6.63M added.
- The largest Davis Select Worldwide ETF seller in Q1 2019 was BB&T Securities, an estimated $5.9M sold.
Based on aggregated 13F filings for Q1 2019.