Davis Select US Equity ETF
DUSA
75 hedge funds and large institutions have $832M invested in Davis Select US Equity ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
26% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 23
11% more capital invested
Capital invested by funds: $751M → $832M (+$81.3M)
10% more funds holding
Funds holding: 68 → 75 (+7)
0.49% more ownership
Funds ownership: 79.71% → 80.2% (+0.49%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$23.5M |
| 2 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
+$21.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$17.9M |
| 4 |
Morgan Stanley
New York
|
+$5.51M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
-$1.97M |
| 2 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$739K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$730K |
| 4 |
LPL Financial
San Diego,
California
|
-$713K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$510K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$47K | -929 | Closed |
|
|
FDCDDQ
77
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$12.4K | -242 | Closed |
|
DUSA Hedge Fund Activity: Q1 2026 in Review
75 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Davis Select US Equity ETF (DUSA) for Q1 2026, worth a combined $832M — up 11% from $751M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new DUSA positions and 2 closed out — a net gain of 10 holders — while 29 added to existing stakes and 23 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $23.5M. The largest seller was WJ Wealth Management, cutting an estimated $1.97M.
- 75 institutional investors held Davis Select US Equity ETF (DUSA) as of Q1 2026, up from 68 in Q4 2025.
- Funds reported $832M of Davis Select US Equity ETF stock for Q1 2026, up 11% quarter-over-quarter.
- 12 funds opened new Davis Select US Equity ETF positions in Q1 2026 and 2 closed out, a net change of +10 holders.
- The largest Davis Select US Equity ETF buyer in Q1 2026 was Raymond James Financial, an estimated $23.5M added.
- The largest Davis Select US Equity ETF seller in Q1 2026 was WJ Wealth Management, an estimated $1.97M sold.
Based on aggregated 13F filings for Q1 2026.