Davis Select US Equity ETF
DUSA
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.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
14% more capital invested
Capital invested by funds: $252M → $286M (+$34.6M)
6% more funds holding
Funds holding: 35 → 37 (+2)
0.9% less ownership
Funds ownership: 80.9% → 80.01% (-0.9%)
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
+$3.69M |
| 2 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$1.12M |
| 3 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
+$977K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$785K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$642K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.24M |
| 2 |
CA
CapWealth Advisors
Franklin,
Tennessee
|
-$1.11M |
| 3 |
LFF
Level Four Financial
Dallas,
Texas
|
-$1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$255K |
| 5 |
Bank of New York Mellon
New York
|
-$236K |
DUSA Hedge Fund Activity: Q1 2021 in Review
37 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Davis Select US Equity ETF (DUSA) for Q1 2021, worth a combined $286M — up 14% from $252M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DUSA positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 14 trimmed.
The largest buyer was Frontier Wealth Management, adding an estimated $3.69M. The largest seller was Morgan Stanley, cutting an estimated $3.24M.
- 37 institutional investors held Davis Select US Equity ETF (DUSA) as of Q1 2021, up from 35 in Q4 2020.
- Funds reported $286M of Davis Select US Equity ETF stock for Q1 2021, up 14% quarter-over-quarter.
- 6 funds opened new Davis Select US Equity ETF positions in Q1 2021 and 4 closed out, a net change of +2 holders.
- The largest Davis Select US Equity ETF buyer in Q1 2021 was Frontier Wealth Management, an estimated $3.69M added.
- The largest Davis Select US Equity ETF seller in Q1 2021 was Morgan Stanley, an estimated $3.24M sold.
Based on aggregated 13F filings for Q1 2021.