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Davis Select US Equity ETF
DUSA

Overview Fund Activity

60 hedge funds and large institutions have $397M invested in Davis Select US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
27
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$110M
2
UBS Group
2
UBS Group
Switzerland
$18.5M
3
PFS
3
Prospera Financial Services
Texas
$4.58M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.56M
5
NLP
5
Next Level Private
New York
$7.71M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$206K
2
OMC
2
Old Mission Capital
Illinois
$0
3
CWM
3
Centric Wealth Management
Illinois
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.18M
5
SIAS
5
Summit Investment Advisory Services
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$1.09M – – –
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.05M +$111K +2,722 +12%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$936K +$2.48K +61 +0.3%
BBL
29
Beck Bode LLC
Massachusetts
$926K -$95.7K -2,357 -9%
KSWA
30
Kathleen S. Wright Associates
Pennsylvania
$916K – – –
LF
31
Lantz Financial
Illinois
$756K +$10K +247 +1%
WA
32
Waverly Advisors
Alabama
$717K +$717K +17,656 New
Mariner
33
Mariner
Kansas
$653K +$371K +9,135 +131%
MPW
34
Melone Private Wealth
Michigan
$627K – – –
FFN
35
Focus Financial Network
Minnesota
$549K -$6.6K -158 -1%
TI
36
Tidal Investments
Wisconsin
$504K +$3.62K +89 +0.7%
Osaic Holdings
37
Osaic Holdings
Arizona
$497K -$124K -3,061 -20%
Corient Private Wealth
38
Corient Private Wealth
Florida
$409K – – –
FAIM
39
Financial Advocates Investment Management
Washington
$393K – – –
SOS
40
Silver Oak Securities
Tennessee
$365K +$130K +3,205 +55%
SPIA
41
Steward Partners Investment Advisory
New York
$303K – – –
LCGC
42
Legacy Capital Group California
California
$295K +$13.9K +342 +5%
DI
43
Diligent Investors
California
$284K – – –
BRWA
44
B. Riley Wealth Advisors
Florida
$218K +$218K +5,373 New
WS
45
Wedbush Securities
California
$217K – – –
Baird Financial Group
46
Baird Financial Group
Wisconsin
$216K +$41 +1 +0%
Truist Financial
47
Truist Financial
North Carolina
$208K +$208K +5,132 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$206K -$2.7M -66,652 -93%
IA
49
IFP Advisors
Florida
$195K -$29.3K -722 -13%
Comerica Bank
50
Comerica Bank
Texas
$143K -$2.48K -61 -2%
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