Davis Select US Equity ETF
DUSA
62 hedge funds and large institutions have $379M invested in Davis Select US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
10% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 20
5% more funds holding
Funds holding: 59 → 62 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less capital invested
Capital invested by funds: $411M → $379M (-$31.6M)
22.88% less ownership
Funds ownership: 101.36% → 78.48% (-23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$2.29M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.67M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.47M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.24M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$90.8M |
| 2 |
Bank of New York Mellon
New York
|
-$2.04M |
| 3 |
AC
Avestar Capital
New York
|
-$1.36M |
| 4 |
FA
FDx Advisors
Chicago,
Illinois
|
-$1.28M |
| 5 |
Jane Street
New York
|
-$826K |
DUSA Hedge Fund Activity: Q1 2024 in Review
62 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Davis Select US Equity ETF (DUSA) for Q1 2024, worth a combined $379M — down 7.7% from $411M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DUSA positions and 6 closed out — a net gain of 3 holders — while 22 added to existing stakes and 20 trimmed.
The largest buyer was Prospera Financial Services, opening a new position worth an estimated $2.29M. The largest seller was Morgan Stanley, cutting an estimated $90.8M.
- 62 institutional investors held Davis Select US Equity ETF (DUSA) as of Q1 2024, up from 59 in Q4 2023.
- Funds reported $379M of Davis Select US Equity ETF stock for Q1 2024, down 7.7% quarter-over-quarter.
- 9 funds opened new Davis Select US Equity ETF positions in Q1 2024 and 6 closed out, a net change of +3 holders.
- The largest Davis Select US Equity ETF buyer in Q1 2024 was Prospera Financial Services, an estimated $2.29M added.
- The largest Davis Select US Equity ETF seller in Q1 2024 was Morgan Stanley, an estimated $90.8M sold.
Based on aggregated 13F filings for Q1 2024.