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Distillate US Fundamental Stability & Value ETF
DSTL

70 hedge funds and large institutions have $667M invested in Distillate US Fundamental Stability & Value ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

131% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 13

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

26% more capital invested

Capital invested by funds: $531M → $667M (+$136M)

19% more funds holding

Funds holding: 59 → 70 (+11)

1.65% more ownership

Funds ownership: 73.19% → 74.84% (+1.6%)

Holders
70
Holders Change
+11
Holders Change %
+18.64%
% of All Funds
1.13%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
19
Increased
30
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCM
Carlson Capital Management
Minnesota
+$30.1M
2
SGCA
Steel Grove Capital Advisors
Tennessee
+$22.6M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$10.6M
4
APG
Abacus Planning Group
South Carolina
+$5.57M
5
MAM
Madison Asset Management
Wisconsin
+$3.93M

Top Sellers

Rank Fund Capital Flow
1
ICG
InterOcean Capital Group
Tennessee
-$8.68M
2
HighTower Advisors
HighTower Advisors
Illinois
-$5.96M
3
CA
Crumly & Associates
Illinois
-$2.63M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.44M
5
FHA
Flagship Harbor Advisors
Massachusetts
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.27M -$96.8K -2,396 -4%
OPA
27
Old Port Advisors
Maine
$2.27M +$744K +18,411 +49%
HA
28
Herold Advisors
New York
$2.08M -$33.8K -837 -2%
AF
29
Apexium Financial
Texas
$2M +$711K +17,586 +56%
CA
30
Cetera Advisors
Colorado
$1.92M +$60.2K +1,490 +3%
HKIMG
31
Hutchens & Kramer Investment Management Group
Indiana
$1.66M +$1.64M +40,569 New
DWM
32
Darwin Wealth Management
Florida
$1.61M +$1.22M +30,269 +409%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.48M +$1.46M +36,184 New
ASN
34
Advisory Services Network
Georgia
$1.25M +$253K +6,248 +26%
AWM
35
AE Wealth Management
Kansas
$1.19M +$1.18M +29,139 New
RWPA
36
Richard W. Paul & Associates
Michigan
$1.15M +$1.13M +28,079 New
TFS
37
Thoroughbred Financial Services
Tennessee
$1.05M +$383K +9,482 +58%
AFP
38
Ausdal Financial Partners
Iowa
$1.02M +$44K +1,088 +5%
RCAG
39
Rehmann Capital Advisory Group
Michigan
$950K -$195K -4,823 -17%
LFAS
40
Level Four Advisory Services
Texas
$830K +$823K +20,354 New
MOS
41
MGO One Seven
Ohio
$773K +$765K +18,940 New
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$729K +$722K +17,856 New
AWS
43
Atria Wealth Solutions
New York
$718K +$93.3K +2,309 +15%
Cerity Partners
44
Cerity Partners
New York
$701K – – –
FA
45
Fermata Advisors
California
$649K +$387K +9,573 +151%
MML Investors Services
46
MML Investors Services
Massachusetts
$544K +$539K +13,341 New
IA
47
IFP Advisors
Florida
$484K +$806K +19,941 New
WIP
48
WealthCare Investment Partners
Rhode Island
$448K +$444K +10,982 New
BWM
49
Birchcreek Wealth Management
Ohio
$401K +$7.23K +179 +2%
CAG
50
Csenge Advisory Group
Florida
$296K +$17.9K +442 +6%
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DSTL Hedge Fund Activity: Q4 2022 in Review

70 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q4 2022, worth a combined $667M — up 26% from $531M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DSTL positions and 7 closed out — a net gain of 12 holders — while 30 added to existing stakes and 13 trimmed.

The largest buyer was Carlson Capital Management, adding an estimated $30.1M. The largest seller was InterOcean Capital Group, cutting an estimated $8.68M.

  • 70 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q4 2022, up from 59 in Q3 2022.
  • Funds reported $667M of Distillate US Fundamental Stability & Value ETF stock for Q4 2022, up 26% quarter-over-quarter.
  • 19 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q4 2022 and 7 closed out, a net change of +12 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q4 2022 was Carlson Capital Management, an estimated $30.1M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q4 2022 was InterOcean Capital Group, an estimated $8.68M sold.

Based on aggregated 13F filings for Q4 2022.