DUSA icon

Davis Select US Equity ETF
DUSA

Overview Fund Activity

37 hedge funds and large institutions have $286M invested in Davis Select US Equity ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWM
1
Frontier Wealth Management
Missouri
$4.38M
2
SWM
2
Spire Wealth Management
Virginia
$1.29M
3
LFAS
3
Level Four Advisory Services
Texas
$10.4M
4
DSA
4
Davis Selected Advisers
Arizona
$108M
5
OMC
5
Old Mission Capital
Illinois
$820K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$107M
2
CA
2
CapWealth Advisors
Tennessee
$4.54M
3
LFF
3
Level Four Financial
Texas
$0
4
UBS Group
4
UBS Group
Switzerland
$14.2M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DSA
1
Davis Selected Advisers
Arizona
$108M 3,274,426 +30,940 +1%
Morgan Stanley
2
Morgan Stanley
New York
$107M 3,239,192 -102,425 -3%
UBS Group
3
UBS Group
Switzerland
$14.2M 430,523 -8,088 -2%
LFAS
4
Level Four Advisory Services
Texas
$10.4M 316,498 +35,308 +13%
BCI
5
Brinker Capital Investments
Pennsylvania
$5.7M 172,574 -784 -0.5%
NA
6
NewEdge Advisors
Louisiana
$5.15M 156,169 +20,330 +15%
LPL Financial
7
LPL Financial
California
$4.56M 138,092 +13,261 +11%
CA
8
CapWealth Advisors
Tennessee
$4.54M 137,574 -35,170 -20%
FWM
9
Frontier Wealth Management
Missouri
$4.38M 132,802 +116,777 +729%
DADC
10
D.A. Davidson & Co
Montana
$4.23M 128,217 +2,060 +2%
TI
11
Tidal Investments
Wisconsin
$3.36M 101,704 -4,121 -4%
SWP
12
Stratos Wealth Partners
Ohio
$1.89M 57,365 -1,407 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.81M 54,861 +4,200 +8%
RJA
14
Raymond James & Associates
Florida
$1.8M 54,421 +1,553 +3%
PAG
15
Private Advisor Group
New Jersey
$1.43M 43,235 -1,530 -3%
SWM
16
Spire Wealth Management
Virginia
$1.29M 38,976 +38,976 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$941K 28,503 +937 +3%
OMC
18
Old Mission Capital
Illinois
$820K 24,850 +24,850 New
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$746K 22,616 – –
FAIM
20
Financial Advocates Investment Management
Washington
$647K 19,602 -1,200 -6%
IA
21
IFP Advisors
Florida
$500K 15,199 -3,145 -17%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$481K 14,567 – –
BO
23
BRR OpCo
Ohio
$470K 14,253 – –
DI
24
Diligent Investors
California
$317K 9,619 -200 -2%
Osaic Holdings
25
Osaic Holdings
Arizona
$291K 8,806 -1,350 -13%
1
2