Davis Select US Equity ETF
DUSA
33 hedge funds and large institutions have $200M invested in Davis Select US Equity ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
55% more capital invested
Capital invested by funds: $129M → $200M (+$71.2M)
6% more funds holding
Funds holding: 31 → 33 (+2)
4.48% more ownership
Funds ownership: 76.67% → 81.15% (+4.5%)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$34.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.25M |
| 3 |
CA
CapWealth Advisors
Franklin,
Tennessee
|
+$4.17M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$848K |
| 5 |
LPL Financial
San Diego,
California
|
+$358K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.27M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$840K |
| 3 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$572K |
| 4 |
Jane Street
New York
|
-$525K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$35.8K |
DUSA Hedge Fund Activity: Q2 2020 in Review
33 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Davis Select US Equity ETF (DUSA) for Q2 2020, worth a combined $200M — up 55% from $129M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DUSA positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $34.2M. The largest seller was Citadel Advisors, cutting an estimated $1.27M.
- 33 institutional investors held Davis Select US Equity ETF (DUSA) as of Q2 2020, up from 31 in Q1 2020.
- Funds reported $200M of Davis Select US Equity ETF stock for Q2 2020, up 55% quarter-over-quarter.
- 3 funds opened new Davis Select US Equity ETF positions in Q2 2020 and 1 closed out, a net change of +2 holders.
- The largest Davis Select US Equity ETF buyer in Q2 2020 was Morgan Stanley, an estimated $34.2M added.
- The largest Davis Select US Equity ETF seller in Q2 2020 was Citadel Advisors, an estimated $1.27M sold.
Based on aggregated 13F filings for Q2 2020.