Distillate US Fundamental Stability & Value ETF
DSTL
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.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
26% more funds holding
Funds holding: 43 → 54 (+11)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
18% more capital invested
Capital invested by funds: $400M → $471M (+$70.4M)
1.76% less ownership
Funds ownership: 69.05% → 67.28% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Carlson Capital Management
Northfield,
Minnesota
|
+$61.2M |
| 2 |
JWM
Janiczek Wealth Management
Denver,
Colorado
|
+$12.8M |
| 3 |
APG
Abacus Planning Group
Columbia,
South Carolina
|
+$6.72M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.57M |
| 5 |
CA
Crumly & Associates
Springfield,
Illinois
|
+$3.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
-$10.5M |
| 2 |
AO
Advisor OS
Chicago,
Illinois
|
-$6.94M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.41M |
| 4 |
OA
Oxbow Advisors
Austin,
Texas
|
-$552K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$505K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSB
51
City State Bank
Norwalk,
Iowa
| $5K | +$4.45K | +100 | New |
|
|
SPIA
52
Steward Partners Investment Advisory
New York
| $4K | – | – | – |
|
|
GIA
53
GHP Investment Advisors
Denver,
Colorado
| $3K | +$2.67K | +60 | New |
|
54
Wells Fargo
San Francisco,
California
| $1K | +$1.29K | +29 | +2,900% |
|
|
AO
55
Advisor OS
Chicago,
Illinois
| – | -$6.94M | -149,906 | Closed |
|
|
LS
56
Leelyn Smith
Geneva,
Illinois
| – | -$9K | -189 | Closed |
|
|
CWA
57
Clearview Wealth Advisors
Salem,
Oregon
| – | -$1K | -30 | Closed |
|
|
CA
58
CoreCap Advisors
Southfield,
Michigan
| – | -$1K | -5 | Closed |
|
DSTL Hedge Fund Activity: Q1 2022 in Review
54 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q1 2022, worth a combined $471M — up 18% from $400M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new DSTL positions and 4 closed out — a net gain of 12 holders — while 18 added to existing stakes and 13 trimmed.
The largest buyer was Carlson Capital Management, adding an estimated $61.2M. The largest seller was Madison Asset Management, cutting an estimated $10.5M.
- 54 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q1 2022, up from 43 in Q4 2021.
- Funds reported $471M of Distillate US Fundamental Stability & Value ETF stock for Q1 2022, up 18% quarter-over-quarter.
- 16 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q1 2022 and 4 closed out, a net change of +12 holders.
- The largest Distillate US Fundamental Stability & Value ETF buyer in Q1 2022 was Carlson Capital Management, an estimated $61.2M added.
- The largest Distillate US Fundamental Stability & Value ETF seller in Q1 2022 was Madison Asset Management, an estimated $10.5M sold.
Based on aggregated 13F filings for Q1 2022.