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Davis Select US Equity ETF
DUSA

Overview Fund Activity

31 hedge funds and large institutions have $169M invested in Davis Select US Equity ETF in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
14
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$705K
2
LPL Financial
LPL Financial
California
+$308K
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$90.5K
4
CFGS
Concourse Financial Group Securities
Alabama
+$66K
5
PAG
Private Advisor Group
New Jersey
+$60.3K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$772K
2
Jane Street
Jane Street
New York
-$315K
3
Morgan Stanley
Morgan Stanley
New York
-$312K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$137K
5
LFAS
Level Four Advisory Services
Texas
-$129K
Name Holding Trade Value Shares
Change 		Shares
Change %
DSA
1
Davis Selected Advisers
Arizona
$81.9M – – –
Morgan Stanley
2
Morgan Stanley
New York
$50M -$312K -12,082 -0.6%
LFAS
3
Level Four Advisory Services
Texas
$10.5M -$129K -4,564 -1%
UBS Group
4
UBS Group
Switzerland
$4.67M +$6.36K +246 +0.1%
DADC
5
D.A. Davidson & Co
Montana
$3.17M +$35.1K +1,358 +1%
LPL Financial
6
LPL Financial
California
$2.96M +$308K +11,925 +12%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.78M -$47K -1,817 -3%
IA
8
IFP Advisors
Florida
$1.77M -$48.8K -1,878 -3%
TI
9
Tidal Investments
Wisconsin
$1.52M -$17.9K -693 -1%
PAG
10
Private Advisor Group
New Jersey
$1.35M +$60.3K +2,333 +5%
RJA
11
Raymond James & Associates
Florida
$1.25M -$36.8K -1,422 -3%
SWP
12
Stratos Wealth Partners
Ohio
$1.22M -$22.9K -887 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.06M +$705K +27,273 +199%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$775K -$137K -5,291 -15%
JPMPWA
15
J.P. Morgan Private Wealth Advisors
California
$610K +$90.5K +3,500 +17%
FAIM
16
Financial Advocates Investment Management
Washington
$536K -$20.7K -800 -4%
HFS
17
Howard Financial Services
Texas
$517K – – –
AA
18
Aufman Associates
Pennsylvania
$475K +$475K +18,388 New
BO
19
BRR OpCo
Ohio
$455K -$10.4K -402 -2%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$430K -$41.4K -1,603 -9%
Jane Street
21
Jane Street
New York
$370K -$315K -12,167 -46%
DI
22
Diligent Investors
California
$342K -$10.3K -400 -3%
AG
23
Advisor Group
Arizona
$233K – – –
Citadel Advisors
24
Citadel Advisors
Florida
$201K -$772K -29,887 -79%
GWM
25
Geneos Wealth Management
Colorado
$175K – – –
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