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Distillate US Fundamental Stability & Value ETF
DSTL

60 hedge funds and large institutions have $501M invested in Distillate US Fundamental Stability & Value ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 9

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

11% more funds holding

Funds holding: 54 → 60 (+6)

6% more capital invested

Capital invested by funds: $471M → $501M (+$29.9M)

4.39% more ownership

Funds ownership: 67.28% → 71.68% (+4.4%)

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
1.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
12
Increased
27
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWP
Engrave Wealth Partners
Texas
+$31.9M
2
LPL Financial
LPL Financial
California
+$20.7M
3
CCM
Carlson Capital Management
Minnesota
+$18.4M
4
ICG
InterOcean Capital Group
Tennessee
+$15.5M
5
MAM
Madison Asset Management
Wisconsin
+$9.92M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.5M
2
FCAG
First Capital Advisors Group
New Jersey
-$2.75M
3
SIA
SkyView Investment Advisors
New Jersey
-$2.56M
4
AAS
Avantax Advisory Services
Texas
-$1.09M
5
KWM
Kingsview Wealth Management
Oregon
-$945K
Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
26
Old Port Advisors
Maine
$1.07M +$374K +8,917 +49%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$976K +$974K +23,241 +1,181%
Jane Street
28
Jane Street
New York
$944K +$1.02M +24,382 New
Citadel Advisors
29
Citadel Advisors
Florida
$900K +$353K +8,429 +57%
AFP
30
Ausdal Financial Partners
Iowa
$812K +$236K +5,626 +37%
TCWM
31
Total Clarity Wealth Management
Illinois
$779K +$844K +20,130 New
Cerity Partners
32
Cerity Partners
New York
$665K +$461 +11 +0.1%
Goldman Sachs
33
Goldman Sachs
New York
$639K +$49.8K +1,189 +8%
ASN
34
Advisory Services Network
Georgia
$638K +$285K +6,808 +70%
AWM
35
AE Wealth Management
Kansas
$615K -$33.2K -792 -5%
CAN
36
Cetera Advisor Networks
California
$596K +$11.6K +277 +2%
TFS
37
Thoroughbred Financial Services
Tennessee
$533K +$577K +13,771 New
MML Investors Services
38
MML Investors Services
Massachusetts
$278K +$94.6K +2,257 +46%
US Bancorp
39
US Bancorp
Minnesota
$260K – – –
Osaic Holdings
40
Osaic Holdings
Arizona
$241K -$64.9K -1,548 -20%
CAG
41
Csenge Advisory Group
Florida
$236K +$255K +6,090 New
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$221K +$94.6K +2,257 +65%
TI
43
Tidal Investments
Wisconsin
$205K +$18.2K +434 +9%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$148K -$57.2K -1,366 -26%
EW
45
Evoke Wealth
California
$102K – – –
Bank of America
46
Bank of America
North Carolina
$97K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$37K +$11.9K +283 +43%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$36K +$39.1K +933 New
UBS Group
49
UBS Group
Switzerland
$35K +$38K +906 New
APA
50
American Portfolios Advisors
New York
$33.3K – – –
1
2
3

DSTL Hedge Fund Activity: Q2 2022 in Review

60 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q2 2022, worth a combined $501M — up 6.4% from $471M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DSTL positions and 6 closed out — a net gain of 6 holders — while 27 added to existing stakes and 9 trimmed.

The largest buyer was Engrave Wealth Partners, opening a new position worth an estimated $31.9M. The largest seller was Envestnet Asset Management, cutting an estimated $21.5M.

  • 60 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q2 2022, up from 54 in Q1 2022.
  • Funds reported $501M of Distillate US Fundamental Stability & Value ETF stock for Q2 2022, up 6.4% quarter-over-quarter.
  • 12 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q2 2022 and 6 closed out, a net change of +6 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q2 2022 was Engrave Wealth Partners, an estimated $31.9M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $21.5M sold.

Based on aggregated 13F filings for Q2 2022.