Davis Select Worldwide ETF
DWLD
44 hedge funds and large institutions have $278M invested in Davis Select Worldwide ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
213% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 8
21% more capital invested
Capital invested by funds: $231M → $278M (+$47.5M)
13% more funds holding
Funds holding: 39 → 44 (+5)
2.27% more ownership
Funds ownership: 68.19% → 70.46% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.89M |
| 2 |
Morgan Stanley
New York
|
+$5.03M |
| 3 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
+$3.39M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.68M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$154K |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$83.5K |
| 3 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$74.2K |
| 4 |
WAS
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
-$62.8K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$38.2K |
DWLD Hedge Fund Activity: Q1 2021 in Review
44 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Davis Select Worldwide ETF (DWLD) for Q1 2021, worth a combined $278M — up 21% from $231M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DWLD positions and 1 closed out — a net gain of 5 holders — while 25 added to existing stakes and 8 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $8.89M. The largest seller was Tidal Investments, cutting an estimated $154K.
- 44 institutional investors held Davis Select Worldwide ETF (DWLD) as of Q1 2021, up from 39 in Q4 2020.
- Funds reported $278M of Davis Select Worldwide ETF stock for Q1 2021, up 21% quarter-over-quarter.
- 6 funds opened new Davis Select Worldwide ETF positions in Q1 2021 and 1 closed out, a net change of +5 holders.
- The largest Davis Select Worldwide ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $8.89M added.
- The largest Davis Select Worldwide ETF seller in Q1 2021 was Tidal Investments, an estimated $154K sold.
Based on aggregated 13F filings for Q1 2021.