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Distillate US Fundamental Stability & Value ETF

139 hedge funds and large institutions have $1.61B invested in Distillate US Fundamental Stability & Value ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

8% more funds holding

Funds holding: 129139 (+10)

2.72% more ownership

Funds ownership: 77.08%79.8% (+2.7%)

2% more capital invested

Capital invested by funds: $1.59B → $1.61B (+$24.6M)

6% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 54

Holders
139
Holders Change
+10
Holders Change %
+7.75%
% of All Funds
1.83%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
19
Increased
51
Reduced
54
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$14.6M +$7.36M +129,440 +95%
LFAS
27
Level Four Advisory Services
Texas
$14.4M -$110K -1,928 -0.7%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$13.7M -$49.6M -872,814 -78%
EFMC
29
Empire Financial Management Company
New York
$13.7M -$12.1K -213 -0.1%
GM
30
GeoWealth Management
Illinois
$13.6M -$3.54M -62,290 -20%
LWMI
31
Landmark Wealth Management (Illinois)
Illinois
$12.6M -$875K -15,389 -6%
OA
32
Oxbow Advisors
Texas
$11.9M +$89.9K +1,581 +0.7%
HighTower Advisors
33
HighTower Advisors
Illinois
$11.8M +$1.19M +20,942 +11%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$11.2M +$18K +316 +0.2%
AF
35
Apexium Financial
Texas
$11.2M +$726K +12,776 +7%
SI
36
SimpliFi Inc
California
$11.1M -$120K -2,107 -1%
SAS
37
Sage Advisory Services
Texas
$9.73M -$18.9M -331,542 -65%
OCM
38
Orion Capital Management
California
$9.23M -$101K -1,779 -1%
OPA
39
Old Port Advisors
Maine
$9.16M +$334K +5,868 +4%
EH
40
Equitable Holdings
New York
$8.55M +$126K +2,210 +1%
Wells Fargo
41
Wells Fargo
California
$7.4M -$505K -8,881 -6%
SCM
42
Sunbeam Capital Management
Georgia
$7.25M +$7.51M +132,005 New
PCM
43
Perritt Capital Management
Illinois
$7.22M +$386K +6,791 +5%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$6.83M -$185K -3,250 -3%
GIA
45
Gladstone Institutional Advisory
Florida
$6.57M -$243K -4,271 -3%
HA
46
Herold Advisors
New York
$5.52M -$127K -2,239 -2%
OPWM
47
Oregon Pacific Wealth Management
Oregon
$5.51M +$5.7M +100,339 New
WC
48
Weil Company
California
$5.35M +$5.53M +97,335 New
FA
49
FDx Advisors
Illinois
$4.41M -$30.9K -544 -0.7%
CFG
50
Clayton Financial Group
Missouri
$4.38M +$392K +6,897 +9%

DSTL Hedge Fund Activity: Q4 2024 in Review

139 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q4 2024, worth a combined $1.61B — up 1.5% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DSTL positions and 6 closed out — a net gain of 13 holders — while 51 added to existing stakes and 54 trimmed.

The largest buyer was Cerity Partners, adding an estimated $36.4M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $49.6M.

  • 139 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q4 2024, up from 129 in Q3 2024.
  • Funds reported $1.61B of Distillate US Fundamental Stability & Value ETF stock for Q4 2024, up 1.5% quarter-over-quarter.
  • 19 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q4 2024 and 6 closed out, a net change of +13 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q4 2024 was Cerity Partners, an estimated $36.4M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q4 2024 was CAPTRUST Financial Advisors, an estimated $49.6M sold.

Based on aggregated 13F filings for Q4 2024.