Davis Select Worldwide ETF
DWLD
39 hedge funds and large institutions have $177M invested in Davis Select Worldwide ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
32% more capital invested
Capital invested by funds: $134M → $177M (+$43M)
11% more funds holding
Funds holding: 35 → 39 (+4)
0.36% less ownership
Funds ownership: 68.89% → 68.53% (-0.36%)
45% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$19.3M |
| 2 |
Jane Street
New York
|
+$2.17M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.36M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.35M |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$469K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11.5M |
| 2 |
LPL Financial
San Diego,
California
|
-$878K |
| 3 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
-$386K |
| 4 |
SAA
Southeast Asset Advisors
Thomasville,
Georgia
|
-$178K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$100K |
DWLD Hedge Fund Activity: Q2 2020 in Review
39 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Davis Select Worldwide ETF (DWLD) for Q2 2020, worth a combined $177M — up 32% from $134M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DWLD positions and 1 closed out — a net gain of 4 holders — while 11 added to existing stakes and 20 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $19.3M. The largest seller was Morgan Stanley, cutting an estimated $11.5M.
- 39 institutional investors held Davis Select Worldwide ETF (DWLD) as of Q2 2020, up from 35 in Q1 2020.
- Funds reported $177M of Davis Select Worldwide ETF stock for Q2 2020, up 32% quarter-over-quarter.
- 5 funds opened new Davis Select Worldwide ETF positions in Q2 2020 and 1 closed out, a net change of +4 holders.
- The largest Davis Select Worldwide ETF buyer in Q2 2020 was Raymond James Financial Services Advisors, an estimated $19.3M added.
- The largest Davis Select Worldwide ETF seller in Q2 2020 was Morgan Stanley, an estimated $11.5M sold.
Based on aggregated 13F filings for Q2 2020.