DSTL icon

Distillate US Fundamental Stability & Value ETF
DSTL

Overview Fund Activity

54 hedge funds and large institutions have $471M invested in Distillate US Fundamental Stability & Value ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+11
Holders Change %
+25.58%
% of All Funds
0.85%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
16
Increased
18
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Carlson Capital Management
Minnesota
$207M
2
JWM
2
Janiczek Wealth Management
Colorado
$14.6M
3
APG
3
Abacus Planning Group
South Carolina
$21.1M
4
LPL Financial
4
LPL Financial
California
$4.92M
5
CA
5
Crumly & Associates
Illinois
$17.9M

Top Sellers

1
MAM
1
Madison Asset Management
Wisconsin
$33.1M
2
AO
2
Advisor OS
Illinois
$0
3
AAS
3
Avantax Advisory Services
Texas
$20.4M
4
OA
4
Oxbow Advisors
Texas
$9.02M
5
RJA
5
Raymond James & Associates
Florida
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSB
51
City State Bank
Iowa
$5K +$5K +100 New
SPIA
52
Steward Partners Investment Advisory
New York
$4K – – –
GIA
53
GHP Investment Advisors
Colorado
$3K +$3K +60 New
Wells Fargo
54
Wells Fargo
California
$1K +$967 +29 +2,900%
AO
55
Advisor OS
Illinois
– -$6.94M -149,906 Closed
LS
56
Leelyn Smith
Illinois
– -$9K -189 Closed
CWA
57
Clearview Wealth Advisors
Oregon
– -$1K -30 Closed
CA
58
CoreCap Advisors
Michigan
– -$1K -5 Closed
1 2
3