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Davis Select US Equity ETF

21 hedge funds and large institutions have $138M invested in Davis Select US Equity ETF in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

16% more capital invested

Capital invested by funds: $119M → $138M (+$19.1M)

13% less funds holding

Funds holding: 2421 (-3)

17.68% less ownership

Funds ownership: 93.89%76.21% (-18%)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DSA
1
Davis Selected Advisers
Arizona
$71.5M +$3.24M +147,196 +5%
Morgan Stanley
2
Morgan Stanley
New York
$45.4M +$1.62M +73,765 +4%
LFAS
3
Level Four Advisory Services
Texas
$5.21M +$499K +22,669 +11%
UBS Group
4
UBS Group
Switzerland
$2.98M +$411K +18,675 +17%
DADC
5
D.A. Davidson & Co
Montana
$2.57M +$767K +34,880 +44%
LPL Financial
6
LPL Financial
California
$1.92M +$96.6K +4,391 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.77M -$109K -4,958 -6%
SWP
8
Stratos Wealth Partners
Ohio
$1.06M +$403K +18,315 +64%
RJA
9
Raymond James & Associates
Florida
$974K +$129K +5,876 +16%
Citadel Advisors
10
Citadel Advisors
Florida
$931K -$899K -40,863 -50%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$743K -$161K -7,331 -18%
Jane Street
12
Jane Street
New York
$696K +$678K +30,820 New
FAIM
13
Financial Advocates Investment Management
Washington
$537K
PAG
14
Private Advisor Group
New Jersey
$493K -$6.6K -300 -1%
BO
15
BRR OpCo
Ohio
$407K
JMPWA
16
JP Morgan Private Wealth Advisors
California
$405K
DI
17
Diligent Investors
California
$315K -$13.2K -600 -4%
AG
18
Advisor Group
Arizona
$203K
GWM
19
Geneos Wealth Management
Colorado
$152K +$1.52K +69 +1%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$149K -$70.6K -3,209 -33%
IWA
21
Intercontinental Wealth Advisors
Texas
$13K
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$1.55M -77,333 Closed
IA
23
IFP Advisors
Florida
-$891K -44,773 Closed
Bank of America
24
Bank of America
North Carolina
-$43K -2,128 Closed
AIC
25
Ameritas Investment Company
Nebraska
-$42K -2,094 Closed

DUSA Hedge Fund Activity: Q1 2019 in Review

21 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Davis Select US Equity ETF (DUSA) for Q1 2019, worth a combined $138M — up 16% from $119M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of DUSA and 1 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 9 added.

The largest buyer was Davis Selected Advisers, adding an estimated $3.24M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.55M sold.

  • 21 institutional investors held Davis Select US Equity ETF (DUSA) as of Q1 2019, down from 24 in Q4 2018.
  • Funds reported $138M of Davis Select US Equity ETF stock for Q1 2019, up 16% quarter-over-quarter.
  • 1 fund opened new Davis Select US Equity ETF positions in Q1 2019 and 4 closed out, a net change of -3 holders.
  • The largest Davis Select US Equity ETF buyer in Q1 2019 was Davis Selected Advisers, an estimated $3.24M added.
  • The largest Davis Select US Equity ETF seller in Q1 2019 was Susquehanna International Group, an estimated $1.55M sold.

Based on aggregated 13F filings for Q1 2019.