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Davis Select US Equity ETF
DUSA

Overview Fund Activity

51 hedge funds and large institutions have $279M invested in Davis Select US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 1 closing their positions.

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
16
Reduced
24
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$855K
2
Bank of America
2
Bank of America
North Carolina
$1.42M
3
KAS
3
Kestra Advisory Services
Texas
$22.8M
4
SCM
4
Sebold Capital Management
Illinois
$2.56M
5
LCM
5
Lunt Capital Management
Utah
$2.92M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.91M
2
LFAS
2
Level Four Advisory Services
Texas
$4.22M
3
Morgan Stanley
3
Morgan Stanley
New York
$78.2M
4
Jane Street
4
Jane Street
New York
$4.46M
5
TI
5
Tidal Investments
Wisconsin
$908K
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$854K 27,042 +92 +0.3%
KSWA
27
Kathleen S. Wright Associates
Pennsylvania
$740K 23,417 +1,029 +5%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$739K 23,396 -584 -2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$703K 22,267 -2,323 -9%
JWCA
30
J.W. Cole Advisors
Florida
$630K 19,961 +2,829 +17%
Osaic Holdings
31
Osaic Holdings
Arizona
$628K 19,886 +4,110 +26%
Mariner
32
Mariner
Kansas
$615K 19,478 -2,160 -10%
OPS
33
Orion Portfolio Solutions
Nebraska
$540K 17,089 -17,089 -50%
BCI
34
Brinker Capital Investments
Pennsylvania
$540K 17,089 -17,089 -50%
FAIM
35
Financial Advocates Investment Management
Washington
$498K 15,770 -176 -1%
LF
36
Lantz Financial
Illinois
$497K 15,724 +1,901 +14%
MPW
37
Melone Private Wealth
Michigan
$479K 15,175 – –
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$464K 14,688 -2,459 -14%
FFN
39
Focus Financial Network
Minnesota
$420K 13,307 +115 +0.9%
Corient Private Wealth
40
Corient Private Wealth
Florida
$327K 10,350 – –
SPIA
41
Steward Partners Investment Advisory
New York
$259K 8,197 -400 -5%
SIAS
42
Summit Investment Advisory Services
Minnesota
$256K 8,112 +1,505 +23%
GWM
43
Geneos Wealth Management
Colorado
$253K 8,000 – –
DI
44
Diligent Investors
California
$234K 7,410 -500 -6%
NA
45
NewEdge Advisors
Louisiana
$223K 7,075 -714 -9%
IA
46
IFP Advisors
Florida
$174K 5,516 – –
Comerica Bank
47
Comerica Bank
Texas
$102K 3,243 +3,243 New
Wells Fargo
48
Wells Fargo
California
$90.6K 2,869 -6,597 -70%
SWM
49
Spire Wealth Management
Virginia
$86.3K 2,734 +2,734 New
BFEC
50
Benjamin F. Edwards & Company
Missouri
$27K 840 – –
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