Davis Select US Equity ETF
DUSA
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.
108% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 13
5% more capital invested
Capital invested by funds: $379M → $397M (+$17.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.67% less ownership
Funds ownership: 78.48% → 77.81% (-0.67%)
3% less funds holding
Funds holding: 62 → 60 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.39M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.53M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$2.06M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.51M |
| 5 |
NLP
Next Level Private
Harrison,
New York
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.65M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$789K |
| 3 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
-$429K |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$368K |
| 5 |
SIAS
Summit Investment Advisory Services
Roseville,
Minnesota
|
-$327K |
DUSA Hedge Fund Activity: Q2 2024 in Review
60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Davis Select US Equity ETF (DUSA) for Q2 2024, worth a combined $397M — up 4.5% from $379M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of DUSA and 3 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 27 added.
The largest buyer was Morgan Stanley, adding an estimated $5.39M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2.65M.
- 60 institutional investors held Davis Select US Equity ETF (DUSA) as of Q2 2024, down from 62 in Q1 2024.
- Funds reported $397M of Davis Select US Equity ETF stock for Q2 2024, up 4.5% quarter-over-quarter.
- 3 funds opened new Davis Select US Equity ETF positions in Q2 2024 and 5 closed out, a net change of -2 holders.
- The largest Davis Select US Equity ETF buyer in Q2 2024 was Morgan Stanley, an estimated $5.39M added.
- The largest Davis Select US Equity ETF seller in Q2 2024 was Cambridge Investment Research Advisors, an estimated $2.65M sold.
Based on aggregated 13F filings for Q2 2024.