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Distillate US Fundamental Stability & Value ETF

140 hedge funds and large institutions have $1.46B invested in Distillate US Fundamental Stability & Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

1% more funds holding

Funds holding: 139140 (+1)

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

1.55% less ownership

Funds ownership: 79.8%78.25% (-1.6%)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

9% less capital invested

Capital invested by funds: $1.61B → $1.46B (-$148M)

Holders
140
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
1.88%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
12
Increased
55
Reduced
56
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFMC
26
Empire Financial Management Company
New York
$13.6M +$127K +2,279 +0.9%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$12.4M -$1.18M -21,083 -8%
OA
28
Oxbow Advisors
Texas
$12M +$209K +3,747 +2%
HighTower Advisors
29
HighTower Advisors
Illinois
$11.7M +$70.8K +1,270 +0.6%
AF
30
Apexium Financial
Texas
$11.6M +$556K +9,983 +5%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$11.1M -$11.8K -212 -0.1%
SI
32
SimpliFi Inc
California
$11M -$17.7K -317 -0.2%
SAS
33
Sage Advisory Services
Texas
$9.84M +$237K +4,248 +2%
OCM
34
Orion Capital Management
California
$9.47M +$367K +6,587 +4%
WC
35
Weil Company
California
$8.02M +$2.82M +50,545 +52%
PCM
36
Perritt Capital Management
Illinois
$7.27M +$142K +2,550 +2%
SCM
37
Sunbeam Capital Management
Georgia
$7.19M +$28.3K +507 +0.4%
EH
38
Equitable Holdings
New York
$7.15M -$1.32M -23,703 -15%
OPA
39
Old Port Advisors
Maine
$7.1M -$2M -35,936 -22%
Wells Fargo
40
Wells Fargo
California
$6.95M -$371K -6,657 -5%
GIA
41
Gladstone Institutional Advisory
Florida
$6.53M +$52.2K +937 +0.8%
PAS
42
Park Avenue Securities
New York
$5.64M +$5.8M +104,034 New
HA
43
Herold Advisors
New York
$5.29M -$158K -2,838 -3%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$5.28M -$1.5M -26,995 -22%
CFG
45
Clayton Financial Group
Missouri
$4.31M -$15.3K -274 -0.3%
CAG
46
Centerpoint Advisory Group
Kansas
$4.17M +$349K +6,263 +9%
FA
47
FDx Advisors
Illinois
$4.12M -$236K -4,237 -5%
Osaic Holdings
48
Osaic Holdings
Arizona
$4.06M +$1.14M +20,408 +38%
FHA
49
Flagship Harbor Advisors
Massachusetts
$3.94M +$496K +8,901 +14%
SFPG
50
Stonebridge Financial Planning Group
Florida
$3.8M +$941K +16,889 +32%

DSTL Hedge Fund Activity: Q1 2025 in Review

140 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q1 2025, worth a combined $1.46B — down 9.2% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DSTL positions and 6 closed out — a net gain of 6 holders — while 55 added to existing stakes and 56 trimmed.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $293M. The largest seller was Shufro Rose & Co, cutting an estimated $71.2M.

  • 140 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q1 2025, up from 139 in Q4 2024.
  • Funds reported $1.46B of Distillate US Fundamental Stability & Value ETF stock for Q1 2025, down 9.2% quarter-over-quarter.
  • 12 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q1 2025 and 6 closed out, a net change of +6 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q1 2025 was Sequoia Financial Advisors, an estimated $293M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q1 2025 was Shufro Rose & Co, an estimated $71.2M sold.

Based on aggregated 13F filings for Q1 2025.