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Davis Select Worldwide ETF

51 hedge funds and large institutions have $291M invested in Davis Select Worldwide ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

23% more capital invested

Capital invested by funds: $236M → $291M (+$55M)

6% more funds holding

Funds holding: 4851 (+3)

1.5% more ownership

Funds ownership: 65.45%66.95% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
23
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DSA
1
Davis Selected Advisers
Arizona
$79.4M
Morgan Stanley
2
Morgan Stanley
New York
$65.4M +$433K +11,248 +0.7%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$25.8M +$21.3M +552,083 +795%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.7M -$3.25M -84,343 -20%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$13.5M +$856K +22,234 +7%
Stifel Financial
6
Stifel Financial
Missouri
$12.7M +$1.78M +46,173 +18%
FC
7
Fjell Capital
North Dakota
$10.2M -$390K -10,125 -4%
LPL Financial
8
LPL Financial
California
$8.4M +$1.72M +44,562 +28%
Raymond James Financial
9
Raymond James Financial
Florida
$8.11M +$855K +22,199 +13%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$6.96M +$81.2K +2,108 +1%
UBS Group
11
UBS Group
Switzerland
$6.49M +$90.8K +2,358 +2%
Bank of America
12
Bank of America
North Carolina
$4.81M +$252K +6,536 +6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.59M +$2.58K +67 +0.1%
DC
14
Davenport & Co
Virginia
$3.57M +$1.95M +50,695 +143%
IWA
15
Integrity Wealth Advisors
California
$2.61M +$150K +3,890 +7%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$2.37M +$56.1K +1,456 +3%
OFS
17
OneAscent Financial Services
Alabama
$2.13M +$1.29M +33,377 +185%
AI
18
Atria Investments
North Carolina
$2.13M +$1.29M +33,377 +185%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.01M -$7.13K -185 -0.4%
SAA
20
Southeast Asset Advisors
Georgia
$1.75M
BEI
21
Benjamin Edwards Inc
Missouri
$1.62M +$16K +415 +1%
LCM
22
Lunt Capital Management
Utah
$1.55M
DADC
23
D.A. Davidson & Co
Montana
$1.28M -$91.7K -2,380 -7%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$1.21M +$31.3K +812 +3%
HWMO
25
Heritage Wealth Management (Ohio)
Ohio
$1.01M +$112K +2,900 +14%

DWLD Hedge Fund Activity: Q2 2025 in Review

51 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Davis Select Worldwide ETF (DWLD) for Q2 2025, worth a combined $291M — up 23% from $236M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DWLD positions and 3 closed out — a net gain of 3 holders — while 23 added to existing stakes and 9 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $21.3M. The largest seller was Royal Bank of Canada, cutting an estimated $3.25M.

  • 51 institutional investors held Davis Select Worldwide ETF (DWLD) as of Q2 2025, up from 48 in Q1 2025.
  • Funds reported $291M of Davis Select Worldwide ETF stock for Q2 2025, up 23% quarter-over-quarter.
  • 6 funds opened new Davis Select Worldwide ETF positions in Q2 2025 and 3 closed out, a net change of +3 holders.
  • The largest Davis Select Worldwide ETF buyer in Q2 2025 was Cetera Investment Advisers, an estimated $21.3M added.
  • The largest Davis Select Worldwide ETF seller in Q2 2025 was Royal Bank of Canada, an estimated $3.25M sold.

Based on aggregated 13F filings for Q2 2025.