Davis Select Worldwide ETF
DWLD
49 hedge funds and large institutions have $234M invested in Davis Select Worldwide ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
11% more funds holding
Funds holding: 44 → 49 (+5)
0.68% more ownership
Funds ownership: 67.97% → 68.65% (+0.68%)
1% less capital invested
Capital invested by funds: $236M → $234M (-$1.94M)
16% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$19.6M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$5.27M |
| 3 |
Jane Street
New York
|
+$4.04M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.93M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$28M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6.26M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$1.4M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$667K |
| 5 |
Morgan Stanley
New York
|
-$509K |
DWLD Hedge Fund Activity: Q4 2021 in Review
49 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Davis Select Worldwide ETF (DWLD) for Q4 2021, worth a combined $234M — down 0.82% from $236M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DWLD positions and 3 closed out — a net gain of 8 holders — while 16 added to existing stakes and 19 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $19.6M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $28M.
- 49 institutional investors held Davis Select Worldwide ETF (DWLD) as of Q4 2021, up from 44 in Q3 2021.
- Funds reported $234M of Davis Select Worldwide ETF stock for Q4 2021, down 0.82% quarter-over-quarter.
- 11 funds opened new Davis Select Worldwide ETF positions in Q4 2021 and 3 closed out, a net change of +8 holders.
- The largest Davis Select Worldwide ETF buyer in Q4 2021 was Creative Planning, an estimated $19.6M added.
- The largest Davis Select Worldwide ETF seller in Q4 2021 was Raymond James Financial Services Advisors, an estimated $28M sold.
Based on aggregated 13F filings for Q4 2021.