DWLD icon

Davis Select Worldwide ETF

35 hedge funds and large institutions have $134M invested in Davis Select Worldwide ETF in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
19
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$41M +$3.33M +173,121 +9%
DSA
2
Davis Selected Advisers
Arizona
$36.1M +$1.35M +70,149 +4%
UBS Group
3
UBS Group
Switzerland
$13.8M -$856K -44,444 -6%
BCI
4
Brinker Capital Investments
Pennsylvania
$8.93M +$6.21M +322,550 +228%
LPL Financial
5
LPL Financial
California
$6.51M -$436K -22,667 -6%
Truist Financial
6
Truist Financial
North Carolina
$4.93M +$1.77M +91,780 +56%
SAA
7
Southeast Asset Advisors
Georgia
$3.98M +$18.4K +957 +0.5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.69M +$598K +31,046 +19%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.75M +$301K +15,631 +12%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.64M +$44.4K +2,306 +2%
RJA
11
Raymond James & Associates
Florida
$1.99M +$577K +29,995 +41%
DADC
12
D.A. Davidson & Co
Montana
$1.37M -$17.1K -890 -1%
SWP
13
Stratos Wealth Partners
Ohio
$903K +$36.5K +1,895 +4%
AFM
14
Andesa Financial Management
Pennsylvania
$716K -$44.6K -2,322 -6%
BFEC
15
Benjamin F. Edwards & Company
Missouri
$514K +$37.3K +1,938 +8%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$494K
Stifel Financial
17
Stifel Financial
Missouri
$451K -$387K -20,104 -46%
TI
18
Tidal Investments
Wisconsin
$326K +$134K +6,961 +70%
DI
19
Diligent Investors
California
$308K -$99.2K -5,158 -24%
DC
20
Davenport & Co
Virginia
$306K +$10.1K +525 +3%
WAS
21
Wealth Advisory Solutions
Indiana
$294K -$41.3K -2,148 -12%
PAG
22
Private Advisor Group
New Jersey
$293K -$235K -12,218 -45%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$255K +$63.4K +3,299 +33%
CFD
24
Creative Financial Designs
Indiana
$252K +$23.5K +1,225 +10%
HighTower Advisors
25
HighTower Advisors
Illinois
$207K +$40.2K +2,103 +24%