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Distillate US Fundamental Stability & Value ETF

125 hedge funds and large institutions have $1.45B invested in Distillate US Fundamental Stability & Value ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

15% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 52

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
125
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$47.8M
2 +$19.8M
3 +$8.42M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.43M
5
LI
LRI Investments
Florida
+$2.34M

Top Sellers

1 -$13M
2 -$11.3M
3 -$4.38M
4
OFG
Oxford Financial Group
Indiana
-$3.08M
5
LPL Financial
LPL Financial
California
-$2.72M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Harbour Investments
Wisconsin
$1.99M
AFP
52
Ausdal Financial Partners
Iowa
$1.86M
HH
53
Hilltop Holdings
Texas
$1.78M
FHA
54
Flagship Harbor Advisors
Massachusetts
$1.71M
SC
55
Sapient Capital
Indiana
$1.7M
TC
56
TFR Capital
Texas
$1.66M
BIA
57
Barry Investment Advisors
Massachusetts
$1.57M
ASN
58
Advisory Services Network
Georgia
$1.41M
RCAG
59
Rehmann Capital Advisory Group
Michigan
$1.37M
HNB
60
Huntington National Bank
Ohio
$1.29M
AAA
61
American Alpha Advisors
New York
$1.28M
PNC
62
Park National Corp
Ohio
$1.18M
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$1.07M
HOWA
64
Heritage Oak Wealth Advisors
Florida
$1.06M
Mariner
65
Mariner
Kansas
$1.06M
IWC
66
Integrated Wealth Concepts
Massachusetts
$833K
Stifel Financial
67
Stifel Financial
Missouri
$769K
CIBC World Market
68
CIBC World Market
Ontario, Canada
$768K
HKIMG
69
Hutchens & Kramer Investment Management Group
Indiana
$753K
HWP
70
Hibernia Wealth Partners
Louisiana
$683K
Morgan Stanley
71
Morgan Stanley
New York
$643K
Citadel Advisors
72
Citadel Advisors
Florida
$636K
AWM
73
Accurate Wealth Management
Florida
$630K
Truist Financial
74
Truist Financial
North Carolina
$610K
LWMI
75
Landmark Wealth Management (Illinois)
Illinois
$593K