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Davis Select US Equity ETF
DUSA

67 hedge funds and large institutions have $515M invested in Davis Select US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

12% more capital invested

Capital invested by funds: $458M → $515M (+$56.6M)

1.21% more ownership

Funds ownership: 78.8% → 80% (+1.2%)

0% more funds holding

Funds holding: 67 → 67 (0)

Holders
67
Holders Change
–
Holders Change %
0%
% 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
25
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$15.7M
2
Morgan Stanley
Morgan Stanley
New York
+$15.1M
3
GWM
Geneos Wealth Management
Colorado
+$9.67M
4
LPL Financial
LPL Financial
California
+$7.67M
5
PWH
Priebe Wealth Holdings
Minnesota
+$5.15M

Top Sellers

Rank Fund Capital Flow
1
PFS
Prospera Financial Services
Texas
-$2.88M
2
Citadel Advisors
Citadel Advisors
Florida
-$1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$746K
4
GIA
Gladstone Institutional Advisory
Florida
-$518K
5
SCM
Sebold Capital Management
Illinois
-$474K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$1.08M -$71.3K -1,623 -6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.05M -$746K -16,969 -41%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$1.01M -$270K -6,139 -20%
SA
29
Sanctuary Advisors
Indiana
$987K +$166K +3,786 +19%
KSWA
30
Kathleen S. Wright Associates
Pennsylvania
$983K – – –
LF
31
Lantz Financial
Illinois
$961K +$46.7K +1,063 +5%
Osaic Holdings
32
Osaic Holdings
Arizona
$684K +$233K +5,301 +49%
MPW
33
Melone Private Wealth
Michigan
$614K – – –
Jane Street
34
Jane Street
New York
$597K -$34.3K -780 -5%
IWC
35
Integrated Wealth Concepts
Massachusetts
$591K +$30.8K +701 +5%
WA
36
Waverly Advisors
Alabama
$500K -$132K -2,994 -20%
FFN
37
Focus Financial Network
Minnesota
$481K -$15.4K -351 -3%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$439K +$456K +10,372 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$377K +$26.7K +608 +7%
SIAS
40
Summit Investment Advisory Services
Minnesota
$338K – – –
WS
41
Wedbush Securities
California
$323K +$49.4K +1,125 +17%
QCM
42
Quantinno Capital Management
New York
$322K -$15K -341 -4%
SPIA
43
Steward Partners Investment Advisory
New York
$303K -$6.59K -150 -2%
Mariner
44
Mariner
Kansas
$295K – – –
CB
45
Commerce Bank
Missouri
$291K – – –
Truist Financial
46
Truist Financial
North Carolina
$284K +$4.26K +97 +1%
DI
47
Diligent Investors
California
$262K -$30.8K -700 -10%
BCM
48
Blume Capital Management
California
$249K +$257K +5,850 +23,400%
AI
49
Atria Investments
North Carolina
$247K +$1.54K +35 +0.6%
Corient Private Wealth
50
Corient Private Wealth
Florida
$234K – – –
1
2
3

DUSA Hedge Fund Activity: Q1 2025 in Review

67 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Davis Select US Equity ETF (DUSA) for Q1 2025, worth a combined $515M — up 12% from $458M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DUSA positions and 4 closed out — a net gain of 1 holder — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, adding an estimated $15.7M. The largest seller was Prospera Financial Services, exiting entirely with an estimated $2.88M sold.

  • 67 institutional investors held Davis Select US Equity ETF (DUSA) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $515M of Davis Select US Equity ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 5 funds opened new Davis Select US Equity ETF positions in Q1 2025 and 4 closed out, a net change of +1 holder.
  • The largest Davis Select US Equity ETF buyer in Q1 2025 was Bank of America, an estimated $15.7M added.
  • The largest Davis Select US Equity ETF seller in Q1 2025 was Prospera Financial Services, an estimated $2.88M sold.

Based on aggregated 13F filings for Q1 2025.