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Davis Select US Equity ETF
DUSA

Overview Fund Activity

20 hedge funds and large institutions have $102M invested in Davis Select US Equity ETF in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LFAS
Level Four Advisory Services
Texas
+$6.78M
2
Morgan Stanley
Morgan Stanley
New York
+$1.05M
3
IA
IFP Advisors
Florida
+$646K
4
Jane Street
Jane Street
New York
+$584K
5
PAG
Private Advisor Group
New Jersey
+$560K

Top Sellers

1
BTS
BB&T Securities
Virginia
-$251K
2
UBS Group
UBS Group
Switzerland
-$33K
Name Holding Trade Value Shares
Change 		Shares
Change %
DSA
1
Davis Selected Advisers
Arizona
$75.1M – – –
Morgan Stanley
2
Morgan Stanley
New York
$10.7M +$1.05M +41,686 +11%
LFAS
3
Level Four Advisory Services
Texas
$6.78M +$6.78M +268,177 New
LPL Financial
4
LPL Financial
California
$2.2M +$165K +6,536 +8%
DADC
5
D.A. Davidson & Co
Montana
$1.28M +$134K +5,300 +12%
IA
6
IFP Advisors
Florida
$1.21M +$646K +25,578 +115%
SWP
7
Stratos Wealth Partners
Ohio
$696K +$41K +1,624 +6%
Jane Street
8
Jane Street
New York
$584K +$584K +23,117 New
PAG
9
Private Advisor Group
New Jersey
$560K +$560K +22,150 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$524K +$133K +5,263 +34%
BO
11
BRR OpCo
Ohio
$455K +$455K +18,010 New
DI
12
Diligent Investors
California
$398K – – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$260K – – –
FAIM
14
Financial Advocates Investment Management
Washington
$234K – – –
AG
15
Advisor Group
Arizona
$228K – – –
BTS
16
BB&T Securities
Virginia
$223K -$251K -9,957 -53%
GWM
17
Geneos Wealth Management
Colorado
$169K – – –
BFEC
18
Benjamin F. Edwards & Company
Missouri
$150K – – –
SPIA
19
Steward Partners Investment Advisory
New York
$43K +$5.03K +200 +13%
UBS Group
20
UBS Group
Switzerland
$10K -$33K -1,318 -77%