Davis Select Worldwide ETF
DWLD
43 hedge funds and large institutions have $136M invested in Davis Select Worldwide ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 24 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
5.4% more ownership
Funds ownership: 53.56% → 58.96% (+5.4%)
2% more funds holding
Funds holding: 42 → 43 (+1)
1% less capital invested
Capital invested by funds: $137M → $136M (-$1.31M)
67% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.83M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.5M |
| 3 |
SWM
Scissortail Wealth Management
Tulsa,
Oklahoma
|
+$269K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$251K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$13.5M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.91M |
| 3 |
Morgan Stanley
New York
|
-$1.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.21M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.16M |
DWLD Hedge Fund Activity: Q4 2022 in Review
43 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Davis Select Worldwide ETF (DWLD) for Q4 2022, worth a combined $136M — down 0.96% from $137M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DWLD positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 24 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.83M. The largest seller was Jane Street, cutting an estimated $13.5M.
- 43 institutional investors held Davis Select Worldwide ETF (DWLD) as of Q4 2022, up from 42 in Q3 2022.
- Funds reported $136M of Davis Select Worldwide ETF stock for Q4 2022, down 0.96% quarter-over-quarter.
- 4 funds opened new Davis Select Worldwide ETF positions in Q4 2022 and 2 closed out, a net change of +2 holders.
- The largest Davis Select Worldwide ETF buyer in Q4 2022 was Citadel Advisors, an estimated $1.83M added.
- The largest Davis Select Worldwide ETF seller in Q4 2022 was Jane Street, an estimated $13.5M sold.
Based on aggregated 13F filings for Q4 2022.