DUSA icon

Davis Select US Equity ETF
DUSA

Overview Fund Activity

66 hedge funds and large institutions have $514M invested in Davis Select US Equity ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
5
Increased
24
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$15.1M
2
Morgan Stanley
Morgan Stanley
New York
+$14.5M
3
GWM
Geneos Wealth Management
Colorado
+$9.31M
4
LPL Financial
LPL Financial
California
+$7.39M
5
PWH
Priebe Wealth Holdings
Minnesota
+$4.96M

Top Sellers

1
PFS
Prospera Financial Services
Texas
-$2.88M
2
Citadel Advisors
Citadel Advisors
Florida
-$1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$718K
4
GIA
Gladstone Institutional Advisory
Florida
-$499K
5
SCM
Sebold Capital Management
Illinois
-$457K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$166M +$14.5M +343,712 +10%
DSA
2
Davis Selected Advisers
Arizona
$143M -$151K -3,559 -0.1%
KAS
3
Kestra Advisory Services
Texas
$36.6M +$802K +18,950 +2%
Bank of America
4
Bank of America
North Carolina
$27.8M +$15.1M +357,156 +119%
UBS Group
5
UBS Group
Switzerland
$16.8M +$591K +13,960 +4%
LPL Financial
6
LPL Financial
California
$16.5M +$7.39M +174,658 +81%
GWM
7
Geneos Wealth Management
Colorado
$13M +$9.31M +219,978 +253%
NLP
8
Next Level Private
New York
$12.4M +$1.26M +29,747 +11%
Raymond James Financial
9
Raymond James Financial
Florida
$11.4M -$402K -9,502 -3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.83M +$135K +3,200 +2%
LCM
11
Lunt Capital Management
Utah
$7.04M +$335K +7,906 +5%
LFAS
12
Level Four Advisory Services
Texas
$6.23M +$117K +2,755 +2%
DADC
13
D.A. Davidson & Co
Montana
$6.03M +$119K +2,816 +2%
PWH
14
Priebe Wealth Holdings
Minnesota
$5.25M +$4.96M +117,315 +1,758%
Stifel Financial
15
Stifel Financial
Missouri
$4.16M +$428K +10,106 +11%
SCM
16
Sebold Capital Management
Illinois
$3.35M -$457K -10,790 -12%
Wells Fargo
17
Wells Fargo
California
$3.06M +$2.68M +63,304 +697%
KPWS
18
Kestra Private Wealth Services
Texas
$2.84M +$2.84M +67,114 New
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$2.06M -$35.3K -835 -2%
SOS
20
Silver Oak Securities
Tennessee
$1.77M +$287K +6,833 +19%
PAG
21
Private Advisor Group
New Jersey
$1.53M -$37.8K -893 -2%
CA
22
CapWealth Advisors
Tennessee
$1.4M -$96.6K -2,282 -6%
GIA
23
Gladstone Institutional Advisory
Florida
$1.19M -$499K -11,782 -30%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.14M +$163K +3,857 +17%
JWCA
25
J.W. Cole Advisors
Florida
$1.11M -$253K -5,987 -19%
1
2 3