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Davis Select US Equity ETF

32 hedge funds and large institutions have $183M invested in Davis Select US Equity ETF in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$85.2M +$140K +5,562 +0.2%
DSA
2
Davis Selected Advisers
Arizona
$48.3M -$35.1M -1,361,445 -42%
UBS Group
3
UBS Group
Switzerland
$11.2M -$57.1K -2,264 -0.5%
LFAS
4
Level Four Advisory Services
Texas
$8.15M -$206K -8,186 -2%
CA
5
CapWealth Advisors
Tennessee
$4.45M -$316K -12,531 -7%
BCI
6
Brinker Capital Investments
Pennsylvania
$4.37M
LPL Financial
7
LPL Financial
California
$3.54M -$11.4K -454 -0.3%
DADC
8
D.A. Davidson & Co
Montana
$3.3M -$23.3K -924 -0.7%
TI
9
Tidal Investments
Wisconsin
$2.68M +$123K +4,870 +5%
NA
10
NewEdge Advisors
Louisiana
$1.37M -$86.9K -3,446 -6%
RJA
11
Raymond James & Associates
Florida
$1.29M +$10.4K +411 +0.8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.27M +$146K +5,807 +13%
SWP
13
Stratos Wealth Partners
Ohio
$1.21M -$3.91K -155 -0.3%
PAG
14
Private Advisor Group
New Jersey
$1.07M -$245K -10,054 -19%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$696K -$116K -4,596 -14%
JPMPWA
16
J.P. Morgan Private Wealth Advisors
California
$570K
Jane Street
17
Jane Street
New York
$559K -$35.6K -1,409 -6%
FAIM
18
Financial Advocates Investment Management
Washington
$554K -$56.7K -2,250 -9%
IA
19
IFP Advisors
Florida
$547K +$531K +21,072 +3,298%
BO
20
BRR OpCo
Ohio
$434K
FWM
21
Frontier Wealth Management
Missouri
$404K +$6.81K +270 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$372K
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$272K +$272K +10,799 New
DI
24
Diligent Investors
California
$263K
Osaic Holdings
25
Osaic Holdings
Arizona
$241K +$14.7K +584 +6%