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Davis Select US Equity ETF
DUSA

Overview Fund Activity

66 hedge funds and large institutions have $514M invested in Davis Select US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
5
Increased
24
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$15.1M
2
Morgan Stanley
Morgan Stanley
New York
+$14.5M
3
GWM
Geneos Wealth Management
Colorado
+$9.31M
4
LPL Financial
LPL Financial
California
+$7.39M
5
PWH
Priebe Wealth Holdings
Minnesota
+$4.96M

Top Sellers

1
PFS
Prospera Financial Services
Texas
-$2.88M
2
Citadel Advisors
Citadel Advisors
Florida
-$1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$718K
4
GIA
Gladstone Institutional Advisory
Florida
-$499K
5
SCM
Sebold Capital Management
Illinois
-$457K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$1.08M -$68.7K -1,623 -6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.05M -$718K -16,969 -41%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$1.01M -$260K -6,139 -20%
KSWA
29
Kathleen S. Wright Associates
Pennsylvania
$983K – – –
LF
30
Lantz Financial
Illinois
$961K +$45K +1,063 +5%
Osaic Holdings
31
Osaic Holdings
Arizona
$684K +$224K +5,301 +49%
MPW
32
Melone Private Wealth
Michigan
$614K – – –
Jane Street
33
Jane Street
New York
$597K -$33K -780 -5%
IWC
34
Integrated Wealth Concepts
Massachusetts
$591K +$29.7K +701 +5%
WA
35
Waverly Advisors
Alabama
$500K -$127K -2,994 -20%
FFN
36
Focus Financial Network
Minnesota
$481K -$14.9K -351 -3%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$439K +$439K +10,372 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$377K +$25.8K +608 +7%
SIAS
39
Summit Investment Advisory Services
Minnesota
$338K – – –
WS
40
Wedbush Securities
California
$323K +$47.7K +1,125 +17%
QCM
41
Quantinno Capital Management
New York
$322K -$14.4K -341 -4%
SPIA
42
Steward Partners Investment Advisory
New York
$303K -$6.35K -150 -2%
Mariner
43
Mariner
Kansas
$295K – – –
CB
44
Commerce Bank
Missouri
$291K – – –
Truist Financial
45
Truist Financial
North Carolina
$284K +$4.11K +97 +1%
DI
46
Diligent Investors
California
$262K -$29.6K -700 -10%
BCM
47
Blume Capital Management
California
$249K +$248K +5,850 +23,400%
AI
48
Atria Investments
North Carolina
$247K +$1.48K +35 +0.6%
Corient Private Wealth
49
Corient Private Wealth
Florida
$234K – – –
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$227K +$227K +5,374 New
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