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Distillate US Fundamental Stability & Value ETF
DSTL

97 hedge funds and large institutions have $1.02B invested in Distillate US Fundamental Stability & Value ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

167% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 18

55% more funds holding in top 10

Funds holding in top 10: 11 → 17 (+6)

24% more capital invested

Capital invested by funds: $822M → $1.02B (+$197M)

17% more funds holding

Funds holding: 83 → 97 (+14)

4.33% more ownership

Funds ownership: 75.61% → 79.94% (+4.3%)

Holders
97
Holders Change
+14
Holders Change %
+16.87%
% of All Funds
1.54%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.27%
New
20
Increased
48
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OFG
Oxford Financial Group
Indiana
+$75M
2
ACG
Allen Capital Group
Nebraska
+$27.7M
3
ODFS
O'Donnell Financial Services
California
+$22.5M
4
MAM
Madison Asset Management
Wisconsin
+$20.8M
5
AFA
Arlington Financial Advisors
California
+$18.9M

Top Sellers

Rank Fund Capital Flow
1
SI
SimpliFi Inc
California
-$1.11M
2
Cerity Partners
Cerity Partners
New York
-$779K
3
ICG
InterOcean Capital Group
Tennessee
-$658K
4
FHA
Flagship Harbor Advisors
Massachusetts
-$498K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$475K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$7.55M +$298K +6,483 +4%
HighTower Advisors
27
HighTower Advisors
Illinois
$6.13M +$655K +14,261 +12%
GIA
28
Gladstone Institutional Advisory
Florida
$5.89M +$256K +5,585 +4%
EH
29
Equitable Holdings
New York
$5.58M +$218K +4,753 +4%
FEG
30
Financial Enhancement Group
Indiana
$5.15M +$5.22M +113,699 New
OCM
31
Orion Capital Management
California
$4.66M +$336K +7,322 +8%
OPA
32
Old Port Advisors
Maine
$4.59M +$4.72M +102,722 New
AF
33
Apexium Financial
Texas
$4.44M +$929K +20,239 +26%
PCM
34
Perritt Capital Management
Illinois
$4.41M +$4.53M +98,743 New
CA
35
Cetera Advisors
Colorado
$3.45M +$27.8K +605 +0.8%
HA
36
Herold Advisors
New York
$3.35M +$94.3K +2,053 +3%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$3.08M +$378K +8,224 +14%
MOS
38
MGO One Seven
Ohio
$2.58M +$683K +14,875 +35%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$2.36M +$2.43M +52,823 New
IA
40
IFP Advisors
Florida
$2.15M +$556K +12,115 +34%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$2.13M -$111K -2,417 -5%
TFS
42
Thoroughbred Financial Services
Tennessee
$2.07M +$259K +5,650 +14%
ASN
43
Advisory Services Network
Georgia
$1.99M +$189K +4,120 +10%
Stifel Financial
44
Stifel Financial
Missouri
$1.77M -$285K -6,209 -14%
FA
45
Fermata Advisors
California
$1.48M +$161K +3,513 +12%
AFP
46
Ausdal Financial Partners
Iowa
$1.48M +$269K +5,869 +22%
AWM
47
AE Wealth Management
Kansas
$1.27M -$31K -676 -2%
RWPA
48
Richard W. Paul & Associates
Michigan
$1.25M +$27.4K +597 +2%
HH
49
Hilltop Holdings
Texas
$1.22M +$1.25M +27,326 New
RCAG
50
Rehmann Capital Advisory Group
Michigan
$1.19M +$12.9K +282 +1%
1
2
3 4 5

DSTL Hedge Fund Activity: Q3 2023 in Review

97 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q3 2023, worth a combined $1.02B — up 24% from $822M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DSTL positions and 6 closed out — a net gain of 14 holders — while 48 added to existing stakes and 18 trimmed.

The largest buyer was Oxford Financial Group, opening a new position worth an estimated $75M. The largest seller was SimpliFi Inc, cutting an estimated $1.11M.

  • 97 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q3 2023, up from 83 in Q2 2023.
  • Funds reported $1.02B of Distillate US Fundamental Stability & Value ETF stock for Q3 2023, up 24% quarter-over-quarter.
  • 20 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q3 2023 and 6 closed out, a net change of +14 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q3 2023 was Oxford Financial Group, an estimated $75M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q3 2023 was SimpliFi Inc, an estimated $1.11M sold.

Based on aggregated 13F filings for Q3 2023.