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Davis Select US Equity ETF

31 hedge funds and large institutions have $129M invested in Davis Select US Equity ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DSA
1
Davis Selected Advisers
Arizona
$62.9M +$1.27M +65,466 +2%
Morgan Stanley
2
Morgan Stanley
New York
$35.4M -$2.22M -114,338 -6%
LFAS
3
Level Four Advisory Services
Texas
$6.95M -$288K -14,799 -4%
BCI
4
Brinker Capital Investments
Pennsylvania
$3.38M +$3.36M +172,931 +22,058%
UBS Group
5
UBS Group
Switzerland
$3.16M -$354K -18,206 -10%
DADC
6
D.A. Davidson & Co
Montana
$2.43M +$42.5K +2,185 +2%
LPL Financial
7
LPL Financial
California
$2.42M +$197K +10,145 +9%
Citadel Advisors
8
Citadel Advisors
Florida
$1.78M +$1.63M +83,681 +1,075%
TI
9
Tidal Investments
Wisconsin
$1.74M +$598K +30,763 +52%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.03M -$312K -16,049 -23%
PAG
11
Private Advisor Group
New Jersey
$1.01M -$9.98K -513 -1%
RJA
12
Raymond James & Associates
Florida
$964K +$27.7K +1,423 +3%
SWP
13
Stratos Wealth Partners
Ohio
$940K +$22.3K +1,148 +2%
Jane Street
14
Jane Street
New York
$921K +$643K +33,052 +231%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$896K +$99.2K +5,103 +12%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$562K -$21.6K -1,109 -4%
FAIM
17
Financial Advocates Investment Management
Washington
$499K +$95K +4,880 +24%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$459K
NA
19
NewEdge Advisors
Louisiana
$373K +$373K +19,176 New
BO
20
BRR OpCo
Ohio
$335K -$7.91K -406 -2%
DI
21
Diligent Investors
California
$203K -$54.7K -2,808 -21%
Osaic Holdings
22
Osaic Holdings
Arizona
$175K +$175K +9,000 New
GWM
23
Geneos Wealth Management
Colorado
$132K +$563 +29 +0.4%
SPIA
24
Steward Partners Investment Advisory
New York
$121K +$5.83K +300 +5%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$67K +$4.53K +232 +7%