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Davis Select US Equity ETF

40 hedge funds and large institutions have $295M invested in Davis Select US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BCI
26
Brinker Capital Investments
Pennsylvania
$420K 12,398 -160,176 -93%
Osaic Holdings
27
Osaic Holdings
Arizona
$400K 11,819 +702 +6%
DI
28
Diligent Investors
California
$338K 9,585
HNB
29
Huntington National Bank
Ohio
AAS
30
Avantax Advisory Services
Texas
$285K 8,421
WOSD
31
WFA of San Diego
California
$260K 7,678 +7,678 New
IWC
32
Integrated Wealth Concepts
Massachusetts
$234K 6,900 +6,900 New
GWM
33
Geneos Wealth Management
Colorado
$233K 6,811
SPIA
34
Steward Partners Investment Advisory
New York
$196K 5,775
Bank of America
35
Bank of America
North Carolina
$154K 4,545 +65 +1%
CFGS
36
Concourse Financial Group Securities
Alabama
$121K 3,573
JFGIW
37
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85K 2,500
BFEC
38
Benjamin F. Edwards & Company
Missouri
$44K 1,295 -400 -24%
HIA
39
Harbor Investment Advisory
Maryland
$8K 250
Citadel Advisors
40
Citadel Advisors
Florida
-68,041 Closed
Truist Financial
41
Truist Financial
North Carolina
-7,119 Closed
JWCA
42
J.W. Cole Advisors
Florida
-6,695 Closed
FGAM
43
Financial Gravity Asset Management
Texas
-69 Closed
RDWM
44
Red Door Wealth Management
Tennessee
-18 Closed
Wells Fargo
45
Wells Fargo
California
$0 1
EVM
46
Eaton Vance Management
Massachusetts
$0 1,663