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Davis Select US Equity ETF
DUSA

Overview Fund Activity

50 hedge funds and large institutions have $255M invested in Davis Select US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
23
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AFM
Andesa Financial Management
Pennsylvania
$2.79M
2
KAS
Kestra Advisory Services
Texas
$20.3M
3
OPS
Orion Portfolio Solutions
Nebraska
$486K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$417K
5
Citadel Advisors
Citadel Advisors
Florida
$866K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$72.6M
2
LFAS
Level Four Advisory Services
Texas
$7.01M
3
CA
CapWealth Advisors
Tennessee
$2.12M
4
UBS Group
UBS Group
Switzerland
$10.7M
5
NA
NewEdge Advisors
Louisiana
$421K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$621K -$2.13K -75 -0.3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$616K +$31.3K +1,100 +5%
Bank of America
28
Bank of America
North Carolina
$608K +$12.8K +449 +2%
FAIM
29
Financial Advocates Investment Management
Washington
$584K -$20K -705 -3%
JWCA
30
J.W. Cole Advisors
Florida
$506K +$33.6K +1,182 +7%
BCI
31
Brinker Capital Investments
Pennsylvania
$486K +$194K +6,833 +67%
OPS
32
Orion Portfolio Solutions
Nebraska
$486K +$486K +17,089 New
Osaic Holdings
33
Osaic Holdings
Arizona
$482K +$7.42K +261 +2%
MPW
34
Melone Private Wealth
Michigan
$431K +$15.6K +550 +4%
NA
35
NewEdge Advisors
Louisiana
$421K -$209K -7,356 -33%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$417K +$417K +14,672 New
FFN
37
Focus Financial Network
Minnesota
$405K +$3.95K +139 +1%
Corient Private Wealth
38
Corient Private Wealth
Florida
$343K – – –
LF
39
Lantz Financial
Illinois
$304K +$304K +10,701 New
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$296K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$253K +$69.7K +2,450 +38%
GWM
42
Geneos Wealth Management
Colorado
$227K +$142K +5,000 +167%
DI
43
Diligent Investors
California
$225K – – –
IA
44
IFP Advisors
Florida
$133K -$75.2K -3,127 -36%
Wells Fargo
45
Wells Fargo
California
$95.8K +$95.7K +3,365 +67,300%
CFGS
46
Concourse Financial Group Securities
Alabama
$60.5K – – –
BFEC
47
Benjamin F. Edwards & Company
Missouri
$26K – – –
HNB
48
Huntington National Bank
Ohio
$17.6K -$16.8K – –
HIA
49
Harbor Investment Advisory
Maryland
$7.11K – – –
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$3.59K +$455 +15,998 +15%
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