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Davis Select US Equity ETF

68 hedge funds and large institutions have $751M invested in Davis Select US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more capital invested

Capital invested by funds: $652M → $751M (+$99.1M)

10% more funds holding

Funds holding: 6268 (+6)

0.68% less ownership

Funds ownership: 80.39%79.71% (-0.68%)

Holders
68
Holders Change
+6
Holders Change %
+9.68%
% of All Funds
0.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
12
Increased
33
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Arkadios Wealth Advisors
Georgia
$246K +$237K +4,808 New
Comerica Bank
52
Comerica Bank
Texas
$224K +$8.9K +181 +4%
SWM
53
Spire Wealth Management
Virginia
$137K -$2.12K -43 -2%
IA
54
IFP Advisors
Florida
$136K
BFP
55
Birchwood Financial Partners
Minnesota
$111K +$107K +2,178 New
AF
56
Allworth Financial
California
$50.9K
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$47K -$13.5K -274 -23%
TWC
58
TD Waterhouse Canada
Ontario, Canada
$41.5K +$39.9K +811 New
MEG
59
Millstone Evans Group
Colorado
$39.3K
JP Morgan Chase
60
JP Morgan Chase
New York
$37.3K
VWA
61
VSM Wealth Advisory
Maryland
$19.8K +$19.1K +388 New
KA
62
Kozak & Associates
Colorado
$14.4K
HIA
63
Harbor Investment Advisory
Maryland
$12.8K
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.4K
CIAS
65
Capital Investment Advisory Services
North Carolina
$12.2K +$11.7K +238 New
TAM
66
Tucker Asset Management
Colorado
$10.5K +$10.1K +205 New
GPFA
67
Game Plan Financial Advisors
Ohio
$8.64K -$49 -1 -0.6%
SAG
68
SageView Advisory Group
California
$5.11K +$4.92K +100 New
PSCM
69
Per Stirling Capital Management
Texas
-$12M -251,394 Closed
WA
70
Waverly Advisors
Alabama
-$264K -5,507 Closed
ASN
71
Advisory Services Network
Georgia
-$44.3K -925 Closed
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
-$23.9K -500 Closed
PS
73
Principal Securities
Iowa
-$14.9K -312 Closed

DUSA Hedge Fund Activity: Q4 2025 in Review

68 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Davis Select US Equity ETF (DUSA) for Q4 2025, worth a combined $751M — up 15% from $652M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DUSA positions and 5 closed out — a net gain of 7 holders — while 33 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $24.4M. The largest seller was Per Stirling Capital Management, exiting entirely with an estimated $12M sold.

  • 68 institutional investors held Davis Select US Equity ETF (DUSA) as of Q4 2025, up from 62 in Q3 2025.
  • Funds reported $751M of Davis Select US Equity ETF stock for Q4 2025, up 15% quarter-over-quarter.
  • 12 funds opened new Davis Select US Equity ETF positions in Q4 2025 and 5 closed out, a net change of +7 holders.
  • The largest Davis Select US Equity ETF buyer in Q4 2025 was Bank of America, an estimated $24.4M added.
  • The largest Davis Select US Equity ETF seller in Q4 2025 was Per Stirling Capital Management, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2025.