Davis Select US Equity ETF
DUSA
68 hedge funds and large institutions have $506M invested in Davis Select US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 4 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
14% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 22
10% more capital invested
Capital invested by funds: $458M → $506M (+$47.6M)
1% more funds holding
Funds holding: 67 → 68 (+1)
0.2% less ownership
Funds ownership: 78.8% → 78.6% (-0.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$15.7M |
| 2 |
Morgan Stanley
New York
|
+$15.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$7.67M |
| 4 |
PWH
Priebe Wealth Holdings
Maple Grove,
Minnesota
|
+$5.15M |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$2.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$2.88M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$746K |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$518K |
| 5 |
SCM
Sebold Capital Management
Lisle,
Illinois
|
-$474K |
DUSA Hedge Fund Activity: Q1 2025 in Review
68 of the 7,473 institutional investors tracked by Wall St. Rank reported a position in Davis Select US Equity ETF (DUSA) for Q1 2025, worth a combined $506M — up 10% from $458M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DUSA positions and 4 closed out — a net gain of 1 holder — while 25 added to existing stakes and 22 trimmed.
The largest buyer was Bank of America, adding an estimated $15.7M. The largest seller was Prospera Financial Services, exiting entirely with an estimated $2.88M sold.
- 68 institutional investors held Davis Select US Equity ETF (DUSA) as of Q1 2025, up from 67 in Q4 2024.
- Funds reported $506M of Davis Select US Equity ETF stock for Q1 2025, up 10% quarter-over-quarter.
- 5 funds opened new Davis Select US Equity ETF positions in Q1 2025 and 4 closed out, a net change of +1 holder.
- The largest Davis Select US Equity ETF buyer in Q1 2025 was Bank of America, an estimated $15.7M added.
- The largest Davis Select US Equity ETF seller in Q1 2025 was Prospera Financial Services, an estimated $2.88M sold.
Based on aggregated 13F filings for Q1 2025.