Davis Select US Equity ETF
DUSA
59 hedge funds and large institutions have $411M invested in Davis Select US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
47% more capital invested
Capital invested by funds: $279M → $411M (+$132M)
23.84% more ownership
Funds ownership: 77.52% → 101.36% (+24%)
16% more funds holding
Funds holding: 51 → 59 (+8)
4% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$82.7M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.59M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.31M |
| 4 |
Bank of New York Mellon
New York
|
+$1.91M |
| 5 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$1.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.9M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.31M |
| 3 |
LCM
Lunt Capital Management
Holladay,
Utah
|
-$1.16M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$550K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$478K |
DUSA Hedge Fund Activity: Q4 2023 in Review
59 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Davis Select US Equity ETF (DUSA) for Q4 2023, worth a combined $411M — up 47% from $279M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DUSA positions and 2 closed out — a net gain of 8 holders — while 22 added to existing stakes and 23 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $82.7M. The largest seller was Jane Street, cutting an estimated $3.9M.
- 59 institutional investors held Davis Select US Equity ETF (DUSA) as of Q4 2023, up from 51 in Q3 2023.
- Funds reported $411M of Davis Select US Equity ETF stock for Q4 2023, up 47% quarter-over-quarter.
- 10 funds opened new Davis Select US Equity ETF positions in Q4 2023 and 2 closed out, a net change of +8 holders.
- The largest Davis Select US Equity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $82.7M added.
- The largest Davis Select US Equity ETF seller in Q4 2023 was Jane Street, an estimated $3.9M sold.
Based on aggregated 13F filings for Q4 2023.