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Davis Select US Equity ETF
DUSA

Overview Fund Activity

60 hedge funds and large institutions have $397M invested in Davis Select US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
27
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$110M
2
UBS Group
2
UBS Group
Switzerland
$18.5M
3
PFS
3
Prospera Financial Services
Texas
$4.58M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.56M
5
NLP
5
Next Level Private
New York
$7.71M

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$206K
2
OMC
2
Old Mission Capital
Illinois
$0
3
CWM
3
Centric Wealth Management
Illinois
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.18M
5
SIAS
5
Summit Investment Advisory Services
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DSA
1
Davis Selected Advisers
Arizona
$138M 3,385,789 – –
Morgan Stanley
2
Morgan Stanley
New York
$110M 2,700,514 +135,754 +5%
KAS
3
Kestra Advisory Services
Texas
$32.4M 798,521 +19,262 +2%
UBS Group
4
UBS Group
Switzerland
$18.5M 455,175 +63,576 +16%
RJA
5
Raymond James & Associates
Florida
$10.6M 261,196 +29,802 +13%
LPL Financial
6
LPL Financial
California
$8.6M 211,667 +2,916 +1%
NLP
7
Next Level Private
New York
$7.71M 189,753 +33,303 +21%
LFAS
8
Level Four Advisory Services
Texas
$6.12M 150,604 +9,243 +7%
DADC
9
D.A. Davidson & Co
Montana
$5.69M 139,991 -1,400 -1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.56M 136,897 +6,651 +5%
GIA
11
Gladstone Institutional Advisory
Florida
$5.49M 135,187 -642 -0.5%
PFS
12
Prospera Financial Services
Texas
$4.58M 112,631 +51,818 +85%
LCM
13
Lunt Capital Management
Utah
$4.31M 106,101 +28,485 +37%
Bank of America
14
Bank of America
North Carolina
$4.18M 102,941 +12,262 +14%
SCM
15
Sebold Capital Management
Illinois
$4.08M 100,346 +233 +0.2%
GWM
16
Geneos Wealth Management
Colorado
$3.15M 77,444 +4,799 +7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.56M 63,038 +37,927 +151%
Stifel Financial
18
Stifel Financial
Missouri
$2.37M 58,400 +1,131 +2%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.97M 48,512 +913 +2%
SWP
20
Stratos Wealth Partners
Ohio
$1.6M 39,493 -84 -0.2%
CA
21
CapWealth Advisors
Tennessee
$1.58M 38,938 -1,479 -4%
PAG
22
Private Advisor Group
New Jersey
$1.53M 37,715 +1,591 +4%
FEM
23
Fulcrum Equity Management
Texas
$1.29M 31,673 -14 -0%
JWCA
24
J.W. Cole Advisors
Florida
$1.27M 31,241 +6,649 +27%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$1.18M 29,160 -9,252 -24%
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