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Davis Select US Equity ETF

67 hedge funds and large institutions have $515M invested in Davis Select US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

12% more capital invested

Capital invested by funds: $458M → $515M (+$56.6M)

1.21% more ownership

Funds ownership: 78.8%80% (+1.2%)

0% more funds holding

Funds holding: 6767 (0)

Holders
67
Holders Change
Holders Change %
0%
% 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
25
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$227K +$236K +5,374 New
Baird Financial Group
52
Baird Financial Group
Wisconsin
$224K -$44 -1 -0%
NA
53
NewEdge Advisors
Louisiana
$211K -$54.6K -1,243 -20%
Comerica Bank
54
Comerica Bank
Texas
$128K -$1.98K -45 -1%
SWM
55
Spire Wealth Management
Virginia
$115K -$4.83K -110 -4%
IA
56
IFP Advisors
Florida
$113K
AF
57
Allworth Financial
California
$41.8K
CTC
58
Central Trust Company
Missouri
$32.9K +$34.1K +777 New
MEG
59
Millstone Evans Group
Colorado
$32.5K
JP Morgan Chase
60
JP Morgan Chase
New York
$30.9K
FHA
61
First Horizon Advisors
Tennessee
$24.5K
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$21.2K
PS
63
Principal Securities
Iowa
$13.1K
KWM
64
Kiker Wealth Management
Georgia
$12.8K +$13.3K +302 New
KA
65
Kozak & Associates
Colorado
$11.3K
HIA
66
Harbor Investment Advisory
Maryland
$10.6K
GPFA
67
Game Plan Financial Advisors
Ohio
$7.19K
PFS
68
Prospera Financial Services
Texas
-$2.88M -68,480 Closed
Citadel Advisors
69
Citadel Advisors
Florida
-$1M -23,833 Closed
FAIM
70
Financial Advocates Investment Management
Washington
-$379K -8,996 Closed
BBL
71
Beck Bode LLC
Massachusetts
-$355K -8,432 Closed

DUSA Hedge Fund Activity: Q1 2025 in Review

67 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Davis Select US Equity ETF (DUSA) for Q1 2025, worth a combined $515M — up 12% from $458M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DUSA positions and 4 closed out — a net gain of 1 holder — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Bank of America, adding an estimated $15.7M. The largest seller was Prospera Financial Services, exiting entirely with an estimated $2.88M sold.

  • 67 institutional investors held Davis Select US Equity ETF (DUSA) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $515M of Davis Select US Equity ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 5 funds opened new Davis Select US Equity ETF positions in Q1 2025 and 4 closed out, a net change of +1 holder.
  • The largest Davis Select US Equity ETF buyer in Q1 2025 was Bank of America, an estimated $15.7M added.
  • The largest Davis Select US Equity ETF seller in Q1 2025 was Prospera Financial Services, an estimated $2.88M sold.

Based on aggregated 13F filings for Q1 2025.