We are live on ! Find out more
DSTL icon

Distillate US Fundamental Stability & Value ETF
DSTL

83 hedge funds and large institutions have $822M invested in Distillate US Fundamental Stability & Value ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

115% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 20

8% more funds holding

Funds holding: 77 → 83 (+6)

7% more capital invested

Capital invested by funds: $769M → $822M (+$53.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

0.84% less ownership

Funds ownership: 76.46% → 75.61% (-0.84%)

Holders
83
Holders Change
+6
Holders Change %
+7.79%
% of All Funds
1.3%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
10
Increased
43
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SI
SimpliFi Inc
California
+$9.56M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.25M
3
CCM
Carlson Capital Management
Minnesota
+$7.92M
4
LFAS
Level Four Advisory Services
Texas
+$4.62M
5
AC
AlphaCore Capital
California
+$2.27M

Top Sellers

Rank Fund Capital Flow
1
MAM
Madison Asset Management
Wisconsin
-$7.79M
2
ICG
InterOcean Capital Group
Tennessee
-$7.39M
3
RJA
Raymond James & Associates
Florida
-$6.28M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$3.96M
5
FHA
Flagship Harbor Advisors
Massachusetts
-$3.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
26
Orion Capital Management
California
$4.39M +$128K +2,965 +3%
AF
27
Apexium Financial
Texas
$3.58M +$712K +16,472 +26%
CA
28
Cetera Advisors
Colorado
$3.47M +$1.22M +28,157 +58%
HA
29
Herold Advisors
New York
$3.31M +$933K +21,581 +42%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.75M +$92.3K +2,135 +4%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$2.27M -$3.96M -91,540 -65%
Stifel Financial
32
Stifel Financial
Missouri
$2.08M -$1.11M -25,716 -36%
MOS
33
MGO One Seven
Ohio
$1.94M +$371K +8,580 +25%
TFS
34
Thoroughbred Financial Services
Tennessee
$1.84M +$92.8K +2,145 +6%
ASN
35
Advisory Services Network
Georgia
$1.83M +$169K +3,906 +11%
IA
36
IFP Advisors
Florida
$1.63M +$968K +22,376 +164%
FA
37
Fermata Advisors
California
$1.34M +$563K +13,009 +78%
AWM
38
AE Wealth Management
Kansas
$1.32M +$43.7K +1,011 +4%
RWPA
39
Richard W. Paul & Associates
Michigan
$1.24M -$2.03K -47 -0.2%
AFP
40
Ausdal Financial Partners
Iowa
$1.23M +$66.2K +1,531 +6%
RCAG
41
Rehmann Capital Advisory Group
Michigan
$1.2M +$107K +2,484 +10%
BCI
42
Brinker Capital Investments
Pennsylvania
$1.17M – – –
OPS
43
Orion Portfolio Solutions
Nebraska
$1.17M – – –
HKIMG
44
Hutchens & Kramer Investment Management Group
Indiana
$1.09M +$2.29K +53 +0.2%
AWS
45
Atria Wealth Solutions
New York
$1.05M +$244K +5,638 +32%
DWM
46
Darwin Wealth Management
Florida
$1.03M -$140K -3,229 -13%
FHA
47
Flagship Harbor Advisors
Massachusetts
$896K -$3.47M -80,323 -80%
JP Morgan Chase
48
JP Morgan Chase
New York
$885K +$846K +19,551 New
Cerity Partners
49
Cerity Partners
New York
$779K +$476 +11 +0.1%
AWM
50
Ameliora Wealth Management
Switzerland
$727K +$591K +13,660 +569%
1
2
3 4

DSTL Hedge Fund Activity: Q2 2023 in Review

83 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q2 2023, worth a combined $822M — up 6.9% from $769M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DSTL positions and 3 closed out — a net gain of 7 holders — while 43 added to existing stakes and 20 trimmed.

The largest buyer was SimpliFi Inc, adding an estimated $9.56M. The largest seller was Madison Asset Management, cutting an estimated $7.79M.

  • 83 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q2 2023, up from 77 in Q1 2023.
  • Funds reported $822M of Distillate US Fundamental Stability & Value ETF stock for Q2 2023, up 6.9% quarter-over-quarter.
  • 10 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q2 2023 and 3 closed out, a net change of +7 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q2 2023 was SimpliFi Inc, an estimated $9.56M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q2 2023 was Madison Asset Management, an estimated $7.79M sold.

Based on aggregated 13F filings for Q2 2023.