DWLD icon

Davis Select Worldwide ETF

39 hedge funds and large institutions have $161M invested in Davis Select Worldwide ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
13
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$49.1M 1,956,770 +41,409 +2%
DSA
2
Davis Selected Advisers
Arizona
$45.3M 1,803,388
UBS Group
3
UBS Group
Switzerland
$19.2M 763,566 +22,539 +3%
LPL Financial
4
LPL Financial
California
$9.05M 360,585 -5,817 -2%
SAA
5
Southeast Asset Advisors
Georgia
$5.17M 205,813 -5,450 -3%
Truist Financial
6
Truist Financial
North Carolina
$4.13M 164,373 +164,373 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.04M 160,872 -2,325 -1%
BCI
8
Brinker Capital Investments
Pennsylvania
$3.55M 141,538 -100,582 -42%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.38M 134,707 +6,421 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.19M 127,170 -7,989 -6%
RJA
11
Raymond James & Associates
Florida
$1.85M 73,590 +10,548 +17%
DADC
12
D.A. Davidson & Co
Montana
$1.81M 72,035 -900 -1%
SWP
13
Stratos Wealth Partners
Ohio
$1.13M 45,039 -1,112 -2%
Stifel Financial
14
Stifel Financial
Missouri
$1.09M 43,548 +21,972 +102%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1M 40,045 +40,045 New
AFM
16
Andesa Financial Management
Pennsylvania
$991K 39,580 +19,955 +102%
BF
17
BOK Financial
Oklahoma
$749K 29,835 +29,835 New
PAG
18
Private Advisor Group
New Jersey
$689K 27,438 +1,886 +7%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$645K 25,687 -5,469 -18%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$622K 24,788 -133 -0.5%
DI
21
Diligent Investors
California
$531K 21,171 -700 -3%
WAS
22
Wealth Advisory Solutions
Indiana
$437K 17,428 +17,428 New
DC
23
Davenport & Co
Virginia
$385K 15,355 -425 -3%
JWCA
24
J.W. Cole Advisors
Florida
$368K 14,670 +14,670 New
CFD
25
Creative Financial Designs
Indiana
$305K 11,890 +2,890 +32%