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Davis Select Worldwide ETF

45 hedge funds and large institutions have $207M invested in Davis Select Worldwide ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $183M → $207M (+$23.2M)

0.45% more ownership

Funds ownership: 59.75%60.21% (+0.45%)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

2% less funds holding

Funds holding: 4645 (-1)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DSA
1
Davis Selected Advisers
Arizona
$72.6M
Morgan Stanley
2
Morgan Stanley
New York
$58.6M +$603K +17,728 +1%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$17.8M -$547K -16,078 -3%
Stifel Financial
4
Stifel Financial
Missouri
$9.3M +$281K +8,259 +3%
UBS Group
5
UBS Group
Switzerland
$5.54M -$14.5K -426 -0.3%
LPL Financial
6
LPL Financial
California
$5.09M +$765K +22,480 +20%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.62M -$24K -707 -0.7%
SAA
8
Southeast Asset Advisors
Georgia
$3.57M
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$2.42M +$180K +5,288 +9%
Bank of America
10
Bank of America
North Carolina
$2.3M -$1.15M -33,810 -36%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$2.15M -$12.1K -357 -0.6%
RJA
12
Raymond James & Associates
Florida
$2.14M +$94K +2,764 +5%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.97M -$45.5K -1,338 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.94M +$2.35K +69 +0.1%
DC
15
Davenport & Co
Virginia
$1.87M +$28.4K +834 +2%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$1.48M -$32.2K -946 -2%
LCM
17
Lunt Capital Management
Utah
$1.42M
Jane Street
18
Jane Street
New York
$1.28M -$228K -6,707 -17%
DADC
19
D.A. Davidson & Co
Montana
$1.27M -$77.4K -2,275 -6%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.27M +$878K +25,831 +338%
BEI
21
Benjamin Edwards Inc
Missouri
$1.24M +$1.12M +32,815 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.23M -$63.4K -1,863 -5%
SWP
23
Stratos Wealth Partners
Ohio
$1.14M +$113K +3,321 +12%
HWMO
24
Heritage Wealth Management (Ohio)
Ohio
$780K +$30.6K +900 +5%
Truist Financial
25
Truist Financial
North Carolina
$613K +$11K +322 +2%

DWLD Hedge Fund Activity: Q3 2024 in Review

45 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Davis Select Worldwide ETF (DWLD) for Q3 2024, worth a combined $207M — up 13% from $183M a quarter earlier.

Fund positioning in DWLD was balanced in Q3 2024: 4 funds opened new positions, 4 closed out, 14 added to existing stakes and 17 trimmed.

The largest buyer was Benjamin Edwards Inc, opening a new position worth an estimated $1.12M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.84M sold.

  • 45 institutional investors held Davis Select Worldwide ETF (DWLD) as of Q3 2024, down from 46 in Q2 2024.
  • Funds reported $207M of Davis Select Worldwide ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 4 funds opened new Davis Select Worldwide ETF positions in Q3 2024 and 4 closed out, a net change of 0 holders.
  • The largest Davis Select Worldwide ETF buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $1.12M added.
  • The largest Davis Select Worldwide ETF seller in Q3 2024 was Flow Traders U.S., an estimated $1.84M sold.

Based on aggregated 13F filings for Q3 2024.