Davis Select US Equity ETF
DUSA
24 hedge funds and large institutions have $119M invested in Davis Select US Equity ETF in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
20% more funds holding
Funds holding: 20 → 24 (+4)
19.98% more ownership
Funds ownership: 73.91% → 93.89% (+20%)
17% more capital invested
Capital invested by funds: $102M → $119M (+$17.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$34.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.55M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.86M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.75M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$1.36M |
| 2 |
Jane Street
New York
|
-$584K |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$223K |
| 4 |
LPL Financial
San Diego,
California
|
-$145K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$68.1K |
DUSA Hedge Fund Activity: Q4 2018 in Review
24 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Davis Select US Equity ETF (DUSA) for Q4 2018, worth a combined $119M — up 17% from $102M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DUSA positions and 3 closed out — a net gain of 4 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $34.3M. The largest seller was Level Four Advisory Services, cutting an estimated $1.36M.
- 24 institutional investors held Davis Select US Equity ETF (DUSA) as of Q4 2018, up from 20 in Q3 2018.
- Funds reported $119M of Davis Select US Equity ETF stock for Q4 2018, up 17% quarter-over-quarter.
- 7 funds opened new Davis Select US Equity ETF positions in Q4 2018 and 3 closed out, a net change of +4 holders.
- The largest Davis Select US Equity ETF buyer in Q4 2018 was Morgan Stanley, an estimated $34.3M added.
- The largest Davis Select US Equity ETF seller in Q4 2018 was Level Four Advisory Services, an estimated $1.36M sold.
Based on aggregated 13F filings for Q4 2018.