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Davis Select US Equity ETF

62 hedge funds and large institutions have $379M invested in Davis Select US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
22
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BBL
26
Beck Bode LLC
Massachusetts
$1.02M -$635K -15,724 -38%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.01M +$33.5K +831 +3%
JWCA
28
J.W. Cole Advisors
Florida
$993K +$151K +3,737 +18%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$930K +$421K +10,423 +83%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$928K +$33K +817 +4%
KSWA
31
Kathleen S. Wright Associates
Pennsylvania
$910K
OMC
32
Old Mission Capital
Illinois
$789K +$789K +19,556 New
LF
33
Lantz Financial
Illinois
$741K +$59.9K +1,484 +9%
MPW
34
Melone Private Wealth
Michigan
$623K
Osaic Holdings
35
Osaic Holdings
Arizona
$618K +$41.1K +1,017 +7%
FFN
36
Focus Financial Network
Minnesota
$517K +$2.45K +63 +0.5%
TI
37
Tidal Investments
Wisconsin
$498K -$158K -3,916 -24%
CWM
38
Centric Wealth Management
Illinois
$429K -$5.3K -138 -1%
Corient Private Wealth
39
Corient Private Wealth
Florida
$407K
FAIM
40
Financial Advocates Investment Management
Washington
$390K
SIAS
41
Summit Investment Advisory Services
Minnesota
$327K -$6.3K -156 -2%
BCI
42
Brinker Capital Investments
Pennsylvania
$321K -$369K -9,145 -54%
OPS
43
Orion Portfolio Solutions
Nebraska
$321K -$369K -9,145 -54%
SPIA
44
Steward Partners Investment Advisory
New York
$301K -$7.27K -180 -2%
DI
45
Diligent Investors
California
$282K
Mariner
46
Mariner
Kansas
$280K
LCGC
47
Legacy Capital Group California
California
$279K +$279K +6,917 New
NA
48
NewEdge Advisors
Louisiana
$239K -$44K -1,090 -16%
SOS
49
Silver Oak Securities
Tennessee
$234K -$86.4K -2,141 -27%
IA
50
IFP Advisors
Florida
$223K