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Davis Select US Equity ETF

49 hedge funds and large institutions have $291M invested in Davis Select US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$788K +$93.7K +2,923 +13%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$768K -$99.7K -3,110 -11%
Bank of America
28
Bank of America
North Carolina
$760K +$73.9K +2,307 +11%
KSWA
29
Kathleen S. Wright Associates
Pennsylvania
$717K
Mariner
30
Mariner
Kansas
$693K -$6.37K -199 -0.9%
Stifel Financial
31
Stifel Financial
Missouri
$685K -$334K -10,438 -33%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$549K +$79.3K +2,475 +17%
JWCA
33
J.W. Cole Advisors
Florida
$549K -$21.1K -658 -4%
FAIM
34
Financial Advocates Investment Management
Washington
$511K -$147K -4,591 -22%
Osaic Holdings
35
Osaic Holdings
Arizona
$506K -$37.5K -1,170 -7%
MPW
36
Melone Private Wealth
Michigan
$486K
LF
37
Lantz Financial
Illinois
$443K +$100K +3,122 +29%
FFN
38
Focus Financial Network
Minnesota
$423K -$34.3K -1,070 -8%
Corient Private Wealth
39
Corient Private Wealth
Florida
$332K -$54.6K -1,703 -14%
Wells Fargo
40
Wells Fargo
California
$303K +$195K +6,096 +181%
SPIA
41
Steward Partners Investment Advisory
New York
$275K -$9.32K -291 -3%
GWM
42
Geneos Wealth Management
Colorado
$256K
DI
43
Diligent Investors
California
$253K
NA
44
NewEdge Advisors
Louisiana
$250K -$225K -7,036 -47%
Citadel Advisors
45
Citadel Advisors
Florida
$229K -$748K -23,344 -77%
SIAS
46
Summit Investment Advisory Services
Minnesota
$212K +$212K +6,607 New
IA
47
IFP Advisors
Florida
$177K
BFEC
48
Benjamin F. Edwards & Company
Missouri
$27K -$2.89K -90 -10%
HNB
49
Huntington National Bank
Ohio
$19.9K -$17.6K
HIA
50
Harbor Investment Advisory
Maryland
$8.01K