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Davis Select US Equity ETF
DUSA

Overview Fund Activity

48 hedge funds and large institutions have $245M invested in Davis Select US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
+$11.6M
2
OMC
Old Mission Capital
Illinois
+$3.07M
3
GIA
Gladstone Institutional Advisory
Florida
+$2.79M
4
AFM
Andesa Financial Management
Pennsylvania
+$1.89M
5
Jane Street
Jane Street
New York
+$1.27M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$18.2M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$3.41M
3
LFAS
Level Four Advisory Services
Texas
-$717K
4
AC
Avestar Capital
New York
-$593K
5
UBS Group
UBS Group
Switzerland
-$552K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$577K +$2.96K +206 +0.5%
Bank of America
27
Bank of America
North Carolina
$569K +$335K +12,340 +143%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$559K -$229K -8,411 -29%
Stifel Financial
29
Stifel Financial
Missouri
$525K -$75.2K -2,767 -13%
Osaic Holdings
30
Osaic Holdings
Arizona
$453K +$1.44K +53 +0.3%
JWCA
31
J.W. Cole Advisors
Florida
$451K +$5.41K +199 +1%
Citadel Advisors
32
Citadel Advisors
Florida
$448K +$230K +8,477 +106%
MPW
33
Melone Private Wealth
Michigan
$397K +$40.5K +1,490 +11%
FFN
34
Focus Financial Network
Minnesota
$384K -$40.3K -1,484 -10%
Corient Private Wealth
35
Corient Private Wealth
Florida
$327K +$327K +12,053 New
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$283K – – –
BCI
37
Brinker Capital Investments
Pennsylvania
$279K -$23.8K -875 -8%
DI
38
Diligent Investors
California
$215K -$29.9K -1,100 -12%
IA
39
IFP Advisors
Florida
$209K -$425K -17,593 -67%
SPIA
40
Steward Partners Investment Advisory
New York
$175K +$4.7K +173 +3%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$117K – – –
NA
42
NewEdge Advisors
Louisiana
$98.3K -$19.2K -4,336 -16%
GWM
43
Geneos Wealth Management
Colorado
$81.5K – – –
CFGS
44
Concourse Financial Group Securities
Alabama
$57.8K – – –
BFEC
45
Benjamin F. Edwards & Company
Missouri
$25K – – –
HNB
46
Huntington National Bank
Ohio
$16.8K -$16K – –
ASN
47
Advisory Services Network
Georgia
$7.36K +$7.36K +271 New
HIA
48
Harbor Investment Advisory
Maryland
$6.79K – – –
Wells Fargo
49
Wells Fargo
California
$136 +$109 +4 +400%
AC
50
Avestar Capital
New York
– -$593K -23,500 Closed
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