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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 %
Truist Financial
51
Truist Financial
North Carolina
$232K +$18.2K +436 +8%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$221K -$42 -1 -0%
BRWA
53
B. Riley Wealth Advisors
Florida
$211K -$12.5K -300 -6%
IA
54
IFP Advisors
Florida
$205K +$4.71K +113 +2%
Comerica Bank
55
Comerica Bank
Texas
$129K -$17.4K -417 -12%
SWM
56
Spire Wealth Management
Virginia
$117K -$1.04K -25 -0.9%
AF
57
Allworth Financial
California
$41.5K – – –
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$30.4K -$27.3K -655 -47%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$25.8K – – –
FHA
60
First Horizon Advisors
Tennessee
$24.2K +$24.2K +580 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$20.8K +$20.8K +500 New
PS
62
Principal Securities
Iowa
$12.9K – – –
KA
63
Kozak & Associates
Colorado
$11.6K – – –
HIA
64
Harbor Investment Advisory
Maryland
$10.4K – – –
GPFA
65
Game Plan Financial Advisors
Ohio
$6.79K -$1.29K -31 -16%
BCM
66
Blume Capital Management
California
$1.04K +$1.04K +25 New
Wells Fargo
67
Wells Fargo
California
$15 -$15 – –
FEM
68
Fulcrum Equity Management
Texas
– -$1.29M -31,673 Closed
TI
69
Tidal Investments
Wisconsin
– -$504K -12,414 Closed
LCGC
70
Legacy Capital Group California
California
– -$295K -7,259 Closed
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