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Davis Select US Equity ETF
DUSA

Overview Fund Activity

48 hedge funds and large institutions have $300M invested in Davis Select US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 2 closing their positions.

Holders
48
Holders Change
+8
Holders Change %
+20%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
15
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$1.52M
2
KSWA
2
Kathleen S. Wright Associates
Pennsylvania
$765K
3
NLP
3
Next Level Private
New York
$730K
4
CWM
4
Chemistry Wealth Management
New York
$730K
5
LPL Financial
5
LPL Financial
California
$8.47M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$2.01M
2
PAG
2
Private Advisor Group
New Jersey
$1.38M
3
RJA
3
Raymond James & Associates
Florida
$1.88M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$779K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DSA
1
Davis Selected Advisers
Arizona
$112M 3,272,642 +18,667 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$111M 3,233,301 -2,211 -0.1%
UBS Group
3
UBS Group
Switzerland
$13.9M 406,623 -1,708 -0.4%
LFAS
4
Level Four Advisory Services
Texas
$11.2M 326,132 +6,092 +2%
LPL Financial
5
LPL Financial
California
$8.47M 247,854 +19,241 +8%
FWM
6
Frontier Wealth Management
Missouri
$5.62M 164,475 +3,255 +2%
DADC
7
D.A. Davidson & Co
Montana
$4.5M 131,695 -2,807 -2%
CA
8
CapWealth Advisors
Tennessee
$4.33M 126,537 -3,271 -3%
TI
9
Tidal Investments
Wisconsin
$2.93M 85,544 +2,755 +3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.78M 81,362 +3,587 +5%
NA
11
NewEdge Advisors
Louisiana
$2.01M 58,743 -70,424 -55%
RJA
12
Raymond James & Associates
Florida
$1.88M 55,040 -19,983 -27%
SWP
13
Stratos Wealth Partners
Ohio
$1.84M 53,725 +979 +2%
KAS
14
Kestra Advisory Services
Texas
$1.52M 44,548 +44,548 New
PAG
15
Private Advisor Group
New Jersey
$1.38M 40,251 -24,598 -38%
SWM
16
Spire Wealth Management
Virginia
$1.24M 36,135 -1,573 -4%
GIA
17
Gladstone Institutional Advisory
Florida
$1.22M 35,615 +5,594 +19%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.07M 31,152 +1,252 +4%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$937K 27,416 +1,750 +7%
IA
20
IFP Advisors
Florida
$917K 26,820 +11,621 +76%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$779K 22,771 -19,256 -46%
KSWA
22
Kathleen S. Wright Associates
Pennsylvania
$765K 22,388 +22,388 New
NLP
23
Next Level Private
New York
$730K 21,342 +21,342 New
CWM
24
Chemistry Wealth Management
New York
$730K 21,342 +21,342 New
FAIM
25
Financial Advocates Investment Management
Washington
$678K 19,837 -70 -0.4%
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