DUSA icon

Davis Select US Equity ETF
DUSA

Overview Fund Activity

66 hedge funds and large institutions have $514M invested in Davis Select US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-1
Holders Change %
-1.49%
% 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
24
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$15.1M
2
Morgan Stanley
Morgan Stanley
New York
+$14.5M
3
GWM
Geneos Wealth Management
Colorado
+$9.31M
4
LPL Financial
LPL Financial
California
+$7.39M
5
PWH
Priebe Wealth Holdings
Minnesota
+$4.96M

Top Sellers

1
PFS
Prospera Financial Services
Texas
-$2.88M
2
Citadel Advisors
Citadel Advisors
Florida
-$1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$718K
4
GIA
Gladstone Institutional Advisory
Florida
-$499K
5
SCM
Sebold Capital Management
Illinois
-$457K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$224K -$42 -1 -0%
NA
52
NewEdge Advisors
Louisiana
$211K -$52.6K -1,243 -20%
Comerica Bank
53
Comerica Bank
Texas
$128K -$1.9K -45 -1%
SWM
54
Spire Wealth Management
Virginia
$115K -$4.66K -110 -4%
IA
55
IFP Advisors
Florida
$113K – – –
AF
56
Allworth Financial
California
$41.8K – – –
CTC
57
Central Trust Company
Missouri
$32.9K +$32.9K +777 New
MEG
58
Millstone Evans Group
Colorado
$32.5K – – –
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$30.9K – – –
FHA
60
First Horizon Advisors
Tennessee
$24.5K – – –
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$21.2K – – –
PS
62
Principal Securities
Iowa
$13.1K – – –
KWM
63
Kiker Wealth Management
Georgia
$12.8K +$12.8K +302 New
KA
64
Kozak & Associates
Colorado
$11.3K – – –
HIA
65
Harbor Investment Advisory
Maryland
$10.6K – – –
GPFA
66
Game Plan Financial Advisors
Ohio
$7.19K – – –
PFS
67
Prospera Financial Services
Texas
– -$2.88M -68,480 Closed
Citadel Advisors
68
Citadel Advisors
Florida
– -$1M -23,833 Closed
FAIM
69
Financial Advocates Investment Management
Washington
– -$379K -8,996 Closed
BBL
70
Beck Bode LLC
Massachusetts
– -$355K -8,432 Closed
1 2
3