DUSA icon

Davis Select US Equity ETF
DUSA

Overview Fund Activity

66 hedge funds and large institutions have $420M invested in Davis Select US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 3 closing their positions.

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
22
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$123M
2
Jane Street
2
Jane Street
New York
$1.63M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.81M
4
Bank of America
4
Bank of America
North Carolina
$5.77M
5
NLP
5
Next Level Private
New York
$9.28M

Top Sellers

1
GIA
1
Gladstone Institutional Advisory
Florida
$1.97M
2
UBS Group
2
UBS Group
Switzerland
$16.8M
3
PFS
3
Prospera Financial Services
Texas
$2.96M
4
FEM
4
Fulcrum Equity Management
Texas
$0
5
TI
5
Tidal Investments
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DSA
1
Davis Selected Advisers
Arizona
$141M 3,385,789 – –
Morgan Stanley
2
Morgan Stanley
New York
$123M 2,946,590 +246,076 +9%
KAS
3
Kestra Advisory Services
Texas
$33.4M 802,319 +3,798 +0.5%
UBS Group
4
UBS Group
Switzerland
$16.8M 402,170 -53,005 -12%
RJA
5
Raymond James & Associates
Florida
$10.7M 256,050 -5,146 -2%
NLP
6
Next Level Private
New York
$9.28M 222,649 +32,896 +17%
LPL Financial
7
LPL Financial
California
$8.52M 204,364 -7,303 -3%
LFAS
8
Level Four Advisory Services
Texas
$6.09M 146,270 -4,334 -3%
DADC
9
D.A. Davidson & Co
Montana
$5.86M 140,573 +582 +0.4%
Bank of America
10
Bank of America
North Carolina
$5.77M 138,501 +35,560 +35%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.66M 135,670 -1,227 -0.9%
LCM
12
Lunt Capital Management
Utah
$5.43M 130,296 +24,195 +23%
SCM
13
Sebold Capital Management
Illinois
$4.06M 97,302 -3,044 -3%
Stifel Financial
14
Stifel Financial
Missouri
$3.51M 84,271 +25,871 +44%
GWM
15
Geneos Wealth Management
Colorado
$3.47M 83,313 +5,869 +8%
PFS
16
Prospera Financial Services
Texas
$2.96M 70,923 -41,708 -37%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.85M 68,277 +5,239 +8%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$2.01M 48,226 -286 -0.6%
GIA
19
Gladstone Institutional Advisory
Florida
$1.97M 47,366 -87,821 -65%
SWP
20
Stratos Wealth Partners
Ohio
$1.97M 47,150 +7,657 +19%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.81M 43,389 +38,307 +754%
Jane Street
22
Jane Street
New York
$1.63M 39,077 +39,077 New
CA
23
CapWealth Advisors
Tennessee
$1.55M 37,178 -1,760 -5%
PAG
24
Private Advisor Group
New Jersey
$1.53M 36,610 -1,105 -3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.44M 34,445 +11,390 +49%
1
2 3