Davis Select US Equity ETF
DUSA
48 hedge funds and large institutions have $245M invested in Davis Select US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
7% more capital invested
Capital invested by funds: $229M → $245M (+$16.1M)
7% more funds holding
Funds holding: 45 → 48 (+3)
4.88% less ownership
Funds ownership: 83.5% → 78.62% (-4.9%)
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$11.6M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$3.07M |
| 3 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$2.79M |
| 4 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
+$1.88M |
| 5 |
Jane Street
New York
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$18.2M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$3.41M |
| 3 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$716K |
| 4 |
AC
Avestar Capital
New York
|
-$593K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$551K |
DUSA Hedge Fund Activity: Q4 2022 in Review
48 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Davis Select US Equity ETF (DUSA) for Q4 2022, worth a combined $245M — up 7.1% from $229M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DUSA positions and 2 closed out — a net gain of 5 holders — while 16 added to existing stakes and 18 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $11.6M. The largest seller was Morgan Stanley, cutting an estimated $18.2M.
- 48 institutional investors held Davis Select US Equity ETF (DUSA) as of Q4 2022, up from 45 in Q3 2022.
- Funds reported $245M of Davis Select US Equity ETF stock for Q4 2022, up 7.1% quarter-over-quarter.
- 7 funds opened new Davis Select US Equity ETF positions in Q4 2022 and 2 closed out, a net change of +5 holders.
- The largest Davis Select US Equity ETF buyer in Q4 2022 was Kestra Advisory Services, an estimated $11.6M added.
- The largest Davis Select US Equity ETF seller in Q4 2022 was Morgan Stanley, an estimated $18.2M sold.
Based on aggregated 13F filings for Q4 2022.