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Davis Select Worldwide ETF

39 hedge funds and large institutions have $231M invested in Davis Select Worldwide ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 3 closing their positions.

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DSA
1
Davis Selected Advisers
Arizona
$57.6M 1,875,859 -1,898,699 -50%
Morgan Stanley
2
Morgan Stanley
New York
$53.4M 1,738,058 +63,342 +4%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$33.2M 1,080,262 +20,341 +2%
UBS Group
4
UBS Group
Switzerland
$22.2M 722,872 +10,003 +1%
BCI
5
Brinker Capital Investments
Pennsylvania
$15.9M 518,513 -7,274 -1%
LPL Financial
6
LPL Financial
California
$9.21M 299,852 -9,470 -3%
Truist Financial
7
Truist Financial
North Carolina
$8.26M 268,618 +5,606 +2%
SAA
8
Southeast Asset Advisors
Georgia
$6.05M 196,752 -1,525 -0.8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.69M 120,133 -6,400 -5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.23M 104,994 -4,954 -5%
RJA
11
Raymond James & Associates
Florida
$3.2M 104,099 -2,563 -2%
DADC
12
D.A. Davidson & Co
Montana
$2.09M 67,890 -2,805 -4%
SWP
13
Stratos Wealth Partners
Ohio
$1.4M 45,578 +2,258 +5%
TI
14
Tidal Investments
Wisconsin
$989K 32,200 -559 -2%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$976K 31,767 +3,300 +12%
Stifel Financial
16
Stifel Financial
Missouri
$880K 28,640 +3,184 +13%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$848K 27,580 +3,673 +15%
AFM
18
Andesa Financial Management
Pennsylvania
$800K 26,036 -16,652 -39%
JWCA
19
J.W. Cole Advisors
Florida
$774K 25,174 +16,961 +207%
APA
20
American Portfolios Advisors
New York
$691K 22,488 +8,070 +56%
DC
21
Davenport & Co
Virginia
$553K 18,005 +225 +1%
BFS
22
Bickling Financial Services
Massachusetts
$449K 14,600 +14,600 New
DI
23
Diligent Investors
California
$443K 14,426 -367 -2%
CFD
24
Creative Financial Designs
Indiana
$413K 13,455 -225 -2%
WAS
25
Wealth Advisory Solutions
Indiana
$396K 12,911