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Davis Select US Equity ETF
DUSA

Overview Fund Activity

66 hedge funds and large institutions have $420M invested in Davis Select US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
22
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$123M
2
Jane Street
2
Jane Street
New York
$1.63M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.81M
4
Bank of America
4
Bank of America
North Carolina
$5.77M
5
NLP
5
Next Level Private
New York
$9.28M

Top Sellers

1
GIA
1
Gladstone Institutional Advisory
Florida
$1.97M
2
UBS Group
2
UBS Group
Switzerland
$16.8M
3
PFS
3
Prospera Financial Services
Texas
$2.96M
4
FEM
4
Fulcrum Equity Management
Texas
$0
5
TI
5
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
26
J.W. Cole Advisors
Florida
$1.42M +$119K +2,858 +9%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.21M +$133K +3,194 +12%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$1.19M -$11.5K -278 -1%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$1.18M +$52.1K +1,250 +5%
SOS
30
Silver Oak Securities
Tennessee
$1.16M +$784K +18,819 +209%
KSWA
31
Kathleen S. Wright Associates
Pennsylvania
$978K +$38.4K +921 +4%
LF
32
Lantz Financial
Illinois
$859K +$83.4K +2,001 +11%
SA
33
Sanctuary Advisors
Indiana
$816K +$816K +18,401 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$801K +$801K +19,213 New
BBL
35
Beck Bode LLC
Massachusetts
$776K -$175K -4,190 -18%
AC
36
Avestar Capital
New York
$648K +$648K +15,549 New
WA
37
Waverly Advisors
Alabama
$643K -$92.6K -2,221 -13%
MPW
38
Melone Private Wealth
Michigan
$643K – – –
FFN
39
Focus Financial Network
Minnesota
$487K -$61.5K -1,475 -11%
Osaic Holdings
40
Osaic Holdings
Arizona
$427K -$83.7K -2,008 -16%
Corient Private Wealth
41
Corient Private Wealth
Florida
$420K – – –
FAIM
42
Financial Advocates Investment Management
Washington
$372K -$31.3K -750 -8%
AI
43
Atria Investments
North Carolina
$351K +$351K +8,415 New
SIAS
44
Summit Investment Advisory Services
Minnesota
$333K +$333K +7,983 New
QCM
45
Quantinno Capital Management
New York
$331K +$331K +7,944 New
SPIA
46
Steward Partners Investment Advisory
New York
$307K -$4.17K -100 -1%
DI
47
Diligent Investors
California
$291K – – –
Mariner
48
Mariner
Kansas
$290K -$380K -9,127 -57%
WS
49
Wedbush Securities
California
$271K +$47.8K +1,145 +21%
NA
50
NewEdge Advisors
Louisiana
$260K +$115K +2,759 +80%
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2
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