We are live on ! Find out more
DSTL icon

Distillate US Fundamental Stability & Value ETF

77 hedge funds and large institutions have $769M invested in Distillate US Fundamental Stability & Value ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 18

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

15% more capital invested

Capital invested by funds: $667M → $769M (+$101M)

10% more funds holding

Funds holding: 7077 (+7)

1.61% more ownership

Funds ownership: 74.84%76.46% (+1.6%)

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.23%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.18%
New
14
Increased
38
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
26
Orion Capital Management
California
$4.06M +$220K +5,162 +6%
OPA
27
Old Port Advisors
Maine
$3.57M +$1.16M +27,223 +49%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.54M +$889K +20,873 +34%
Stifel Financial
29
Stifel Financial
Missouri
$3.09M -$1.43M -33,547 -32%
AF
30
Apexium Financial
Texas
$2.7M +$585K +13,727 +28%
HA
31
Herold Advisors
New York
$2.22M +$24.9K +584 +1%
CA
32
Cetera Advisors
Colorado
$2.09M +$61.1K +1,434 +3%
TFS
33
Thoroughbred Financial Services
Tennessee
$1.66M +$542K +12,717 +49%
ASN
34
Advisory Services Network
Georgia
$1.57M +$250K +5,863 +19%
MOS
35
MGO One Seven
Ohio
$1.48M +$657K +15,425 +81%
AWM
36
AE Wealth Management
Kansas
$1.21M -$43.2K -1,013 -3%
RWPA
37
Richard W. Paul & Associates
Michigan
$1.19M -$23.2K -544 -2%
DWM
38
Darwin Wealth Management
Florida
$1.12M -$504K -11,841 -31%
BCI
39
Brinker Capital Investments
Pennsylvania
$1.11M +$1.1M +25,774 New
OPS
40
Orion Portfolio Solutions
Nebraska
$1.11M +$1.1M +25,774 New
AFP
41
Ausdal Financial Partners
Iowa
$1.11M +$35.5K +834 +3%
HKIMG
42
Hutchens & Kramer Investment Management Group
Indiana
$1.04M -$704K -16,533 -41%
RCAG
43
Rehmann Capital Advisory Group
Michigan
$1.03M +$29.8K +699 +3%
AWS
44
Atria Wealth Solutions
New York
$762K +$2.98K +70 +0.4%
Cerity Partners
45
Cerity Partners
New York
$742K +$1.11K +26 +0.2%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$738K -$32.5K -762 -4%
FA
47
Fermata Advisors
California
$718K +$32K +752 +5%
MML Investors Services
48
MML Investors Services
Massachusetts
$577K +$1.11K +26 +0.2%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$487K -$1.06M -24,904 -69%
WIP
50
WealthCare Investment Partners
Rhode Island
$475K +$1.45K +34 +0.3%

DSTL Hedge Fund Activity: Q1 2023 in Review

77 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q1 2023, worth a combined $769M — up 15% from $667M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DSTL positions and 7 closed out — a net gain of 7 holders — while 38 added to existing stakes and 18 trimmed.

The largest buyer was AlphaCore Capital, opening a new position worth an estimated $14M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $5.08M.

  • 77 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q1 2023, up from 70 in Q4 2022.
  • Funds reported $769M of Distillate US Fundamental Stability & Value ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 14 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q1 2023 and 7 closed out, a net change of +7 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q1 2023 was AlphaCore Capital, an estimated $14M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q1 2023 was CAPTRUST Financial Advisors, an estimated $5.08M sold.

Based on aggregated 13F filings for Q1 2023.