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Distillate US Fundamental Stability & Value ETF

137 hedge funds and large institutions have $1.4B invested in Distillate US Fundamental Stability & Value ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $1.46B → $1.4B (-$64.5M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 140137 (-3)

2.73% less ownership

Funds ownership: 78.25%75.51% (-2.7%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

20% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 61

Holders
137
Holders Change
-3
Holders Change %
-2.14%
% of All Funds
1.8%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
14
Increased
49
Reduced
61
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
SimpliFi Inc
California
$11.3M +$88.5K +1,665 +0.8%
OCM
27
Orion Capital Management
California
$9.72M +$57.7K +1,085 +0.6%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$9.45M -$3.09M -58,165 -25%
SCM
29
Sunbeam Capital Management
Georgia
$8.62M +$1.23M +23,208 +18%
PAS
30
Park Avenue Securities
New York
$7.64M +$1.81M +33,997 +33%
PCM
31
Perritt Capital Management
Illinois
$7.56M +$133K +2,497 +2%
OPA
32
Old Port Advisors
Maine
$7.12M -$122K -2,299 -2%
GIA
33
Gladstone Institutional Advisory
Florida
$6.9M +$226K +4,248 +4%
EH
34
Equitable Holdings
New York
$6.43M -$840K -15,808 -12%
Goldman Sachs
35
Goldman Sachs
New York
$5.94M +$4.57M +86,014 +405%
HA
36
Herold Advisors
New York
$5.06M -$330K -6,201 -6%
JP Morgan Chase
37
JP Morgan Chase
New York
$4.5M +$2.62M +49,298 +154%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$4.43M -$917K -17,256 -18%
CAG
39
Centerpoint Advisory Group
Kansas
$4.18M -$68.6K -1,291 -2%
FA
40
Fermata Advisors
California
$4.1M +$237K +4,457 +6%
FHA
41
Flagship Harbor Advisors
Massachusetts
$4.05M +$34.2K +644 +0.9%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$3.93M -$14.9M -280,666 -80%
MFG
43
Merit Financial Group
Georgia
$3.89M +$3.74M +70,261 New
SFPG
44
Stonebridge Financial Planning Group
Florida
$3.84M -$37.7K -709 -1%
DWM
45
Darwin Wealth Management
Florida
$3.65M +$11.5K +217 +0.3%
CAG
46
Csenge Advisory Group
Florida
$3.59M +$57.1K +1,074 +2%
Osaic Holdings
47
Osaic Holdings
Arizona
$3.13M -$975K -18,340 -25%
PNC
48
Park National Corp
Ohio
$2.9M -$29.7M -559,325 -91%
IA
49
IFP Advisors
Florida
$2.63M +$15.9K +300 +0.6%
WC
50
Weil Company
California
$2.59M -$5.37M -101,081 -68%

DSTL Hedge Fund Activity: Q2 2025 in Review

137 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q2 2025, worth a combined $1.4B — down 4.4% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of DSTL and 14 opened new positions — a net loss of 1 holder — while 61 trimmed existing stakes and 49 added.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $42.9M. The largest seller was Park National Corp, cutting an estimated $29.7M.

  • 137 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q2 2025, down from 140 in Q1 2025.
  • Funds reported $1.4B of Distillate US Fundamental Stability & Value ETF stock for Q2 2025, down 4.4% quarter-over-quarter.
  • 14 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q2 2025 and 15 closed out, a net change of -1 holder.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $42.9M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q2 2025 was Park National Corp, an estimated $29.7M sold.

Based on aggregated 13F filings for Q2 2025.