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Davis Select US Equity ETF

62 hedge funds and large institutions have $652M invested in Davis Select US Equity ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

10% more capital invested

Capital invested by funds: $592M → $652M (+$60.2M)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.14% less ownership

Funds ownership: 80.53%80.39% (-0.14%)

3% less funds holding

Funds holding: 6462 (-2)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
6
Increased
24
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LF
26
Lantz Financial
Illinois
$1.16M +$29.2K +619 +3%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$1.16M +$9.43K +200 +0.8%
KSWA
28
Kathleen S. Wright Associates
Pennsylvania
$1.11M
SA
29
Sanctuary Advisors
Indiana
$1.09M
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$1.05M -$145K -3,075 -12%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$852K +$838K +17,779 New
DC
32
Davenport & Co
Virginia
$781K +$509K +10,808 +197%
Osaic Holdings
33
Osaic Holdings
Arizona
$713K +$64.4K +1,367 +10%
BCM
34
Blume Capital Management
California
$636K -$115K -2,450 -16%
SPC
35
Sigma Planning Corp
Michigan
$553K +$544K +11,550 New
FFN
36
Focus Financial Network
Minnesota
$529K
IWC
37
Integrated Wealth Concepts
Massachusetts
$487K -$252K -5,349 -34%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$479K -$1.43M -30,369 -75%
SIAS
39
Summit Investment Advisory Services
Minnesota
$401K +$1.56K +33 +0.4%
SPIA
40
Steward Partners Investment Advisory
New York
$343K
Truist Financial
41
Truist Financial
North Carolina
$337K -$25.1K -533 -7%
Mariner
42
Mariner
Kansas
$322K
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$305K +$47.1K +1,000 +19%
CB
44
Commerce Bank
Missouri
$280K
AI
45
Atria Investments
North Carolina
$276K -$4.05K -86 -1%
WA
46
Waverly Advisors
Alabama
$264K -$300K -6,371 -54%
GPWA
47
Great Point Wealth Advisors
Massachusetts
$262K +$258K +5,465 New
Baird Financial Group
48
Baird Financial Group
Wisconsin
$254K
Comerica Bank
49
Comerica Bank
Texas
$201K -$801 -17 -0.4%
SWM
50
Spire Wealth Management
Virginia
$130K

DUSA Hedge Fund Activity: Q3 2025 in Review

62 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Davis Select US Equity ETF (DUSA) for Q3 2025, worth a combined $652M — up 10% from $592M a quarter earlier.

Fund positioning in DUSA was balanced in Q3 2025: 6 funds opened new positions, 6 closed out, 24 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $19.6M. The largest seller was Summit Wealth Group (Colorado), exiting entirely with an estimated $2.74M sold.

  • 62 institutional investors held Davis Select US Equity ETF (DUSA) as of Q3 2025, down from 64 in Q2 2025.
  • Funds reported $652M of Davis Select US Equity ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 6 funds opened new Davis Select US Equity ETF positions in Q3 2025 and 6 closed out, a net change of 0 holders.
  • The largest Davis Select US Equity ETF buyer in Q3 2025 was Bank of America, an estimated $19.6M added.
  • The largest Davis Select US Equity ETF seller in Q3 2025 was Summit Wealth Group (Colorado), an estimated $2.74M sold.

Based on aggregated 13F filings for Q3 2025.