DUSA icon

Davis Select US Equity ETF
DUSA

Overview Fund Activity

50 hedge funds and large institutions have $255M invested in Davis Select US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
23
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AFM
1
Andesa Financial Management
Pennsylvania
$2.79M
2
KAS
2
Kestra Advisory Services
Texas
$20.3M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$486K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$417K
5
Citadel Advisors
5
Citadel Advisors
Florida
$866K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$72.6M
2
LFAS
2
Level Four Advisory Services
Texas
$7.01M
3
CA
3
CapWealth Advisors
Tennessee
$2.12M
4
UBS Group
4
UBS Group
Switzerland
$10.7M
5
NA
5
NewEdge Advisors
Louisiana
$421K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$28 +$28 +1 New
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
– -$117K -4,299 Closed
ASN
53
Advisory Services Network
Georgia
– -$7.36K -271 Closed
1 2
3