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Davis Select US Equity ETF
DUSA

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
22
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFS
Prospera Financial Services
Texas
+$2.45M
2
KAS
Kestra Advisory Services
Texas
+$1.8M
3
RJA
Raymond James & Associates
Florida
+$1.58M
4
Bank of America
Bank of America
North Carolina
+$1.33M
5
LPL Financial
LPL Financial
California
+$1.29M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$97.5M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.04M
3
AC
Avestar Capital
New York
-$1.36M
4
FA
FDx Advisors
Illinois
-$1.28M
5
Jane Street
Jane Street
New York
-$826K
Name Holding Trade Value Shares
Change 		Shares
Change %
DSA
1
Davis Selected Advisers
Arizona
$137M -$172K -4,252 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$104M -$97.5M -2,416,312 -49%
KAS
3
Kestra Advisory Services
Texas
$31.5M +$1.8M +44,568 +6%
UBS Group
4
UBS Group
Switzerland
$15.8M +$329K +8,159 +2%
RJA
5
Raymond James & Associates
Florida
$9.34M +$1.58M +39,113 +20%
LPL Financial
6
LPL Financial
California
$8.43M +$1.29M +31,887 +18%
NLP
7
Next Level Private
New York
$6.32M +$1.29M +31,856 +26%
DADC
8
D.A. Davidson & Co
Montana
$5.71M -$52.2K -1,293 -0.9%
GIA
9
Gladstone Institutional Advisory
Florida
$5.48M -$91.7K -2,272 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.26M -$33.2K -822 -0.6%
LFAS
11
Level Four Advisory Services
Texas
$4.98M +$149K +4,237 +3%
SCM
12
Sebold Capital Management
Illinois
$4.04M -$139K -3,441 -3%
Bank of America
13
Bank of America
North Carolina
$3.66M +$1.33M +33,045 +57%
LCM
14
Lunt Capital Management
Utah
$3.13M +$819K +20,299 +35%
GWM
15
Geneos Wealth Management
Colorado
$2.93M +$296K +7,333 +11%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.9M +$67.6K +1,674 +2%
PFS
17
Prospera Financial Services
Texas
$2.45M +$2.45M +60,813 New
Stifel Financial
18
Stifel Financial
Missouri
$2.31M +$780K +19,330 +51%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.92M +$77K +1,907 +4%
CA
20
CapWealth Advisors
Tennessee
$1.63M -$2.62K -65 -0.2%
SWP
21
Stratos Wealth Partners
Ohio
$1.6M +$1.74K +43 +0.1%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$1.55M -$219K -5,419 -12%
PAG
23
Private Advisor Group
New Jersey
$1.46M -$13.3K -329 -0.9%
FEM
24
Fulcrum Equity Management
Texas
$1.28M +$1.28M +31,687 New
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$1.09M -$5.65K -140 -0.5%
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