Davis Select US Equity ETF
DUSA
67 hedge funds and large institutions have $458M invested in Davis Select US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
32% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 22
9% more capital invested
Capital invested by funds: $420M → $458M (+$38.1M)
2% more funds holding
Funds holding: 66 → 67 (+1)
1.01% more ownership
Funds ownership: 77.79% → 78.8% (+1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$27.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.95M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.99M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.86M |
| 5 |
NLP
Next Level Private
Harrison,
New York
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.97M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.51M |
| 3 |
Jane Street
New York
|
-$1.04M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$853K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$801K |
DUSA Hedge Fund Activity: Q4 2024 in Review
67 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Davis Select US Equity ETF (DUSA) for Q4 2024, worth a combined $458M — up 9.1% from $420M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DUSA positions and 4 closed out — a net gain of 3 holders — while 29 added to existing stakes and 22 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $27.4M. The largest seller was Stratos Wealth Partners, exiting entirely with an estimated $1.97M sold.
- 67 institutional investors held Davis Select US Equity ETF (DUSA) as of Q4 2024, up from 66 in Q3 2024.
- Funds reported $458M of Davis Select US Equity ETF stock for Q4 2024, up 9.1% quarter-over-quarter.
- 7 funds opened new Davis Select US Equity ETF positions in Q4 2024 and 4 closed out, a net change of +3 holders.
- The largest Davis Select US Equity ETF buyer in Q4 2024 was Morgan Stanley, an estimated $27.4M added.
- The largest Davis Select US Equity ETF seller in Q4 2024 was Stratos Wealth Partners, an estimated $1.97M sold.
Based on aggregated 13F filings for Q4 2024.