Davis Select US Equity ETF
DUSA
64 hedge funds and large institutions have $592M invested in Davis Select US Equity ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 5 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 17
15% more capital invested
Capital invested by funds: $515M → $592M (+$77M)
0.52% more ownership
Funds ownership: 80% → 80.53% (+0.52%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less funds holding
Funds holding: 67 → 64 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$10.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$9.39M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.61M |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$2.5M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$2.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$7.84M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.19M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.35M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$358K |
| 5 |
LCM
Lunt Capital Management
Holladay,
Utah
|
-$288K |
DUSA Hedge Fund Activity: Q2 2025 in Review
64 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Davis Select US Equity ETF (DUSA) for Q2 2025, worth a combined $592M — up 15% from $515M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of DUSA and 2 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 26 added.
The largest buyer was LPL Financial, adding an estimated $10.6M. The largest seller was Geneos Wealth Management, cutting an estimated $7.84M.
- 64 institutional investors held Davis Select US Equity ETF (DUSA) as of Q2 2025, down from 67 in Q1 2025.
- Funds reported $592M of Davis Select US Equity ETF stock for Q2 2025, up 15% quarter-over-quarter.
- 2 funds opened new Davis Select US Equity ETF positions in Q2 2025 and 5 closed out, a net change of -3 holders.
- The largest Davis Select US Equity ETF buyer in Q2 2025 was LPL Financial, an estimated $10.6M added.
- The largest Davis Select US Equity ETF seller in Q2 2025 was Geneos Wealth Management, an estimated $7.84M sold.
Based on aggregated 13F filings for Q2 2025.