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Distillate US Fundamental Stability & Value ETF
DSTL

77 hedge funds and large institutions have $769M invested in Distillate US Fundamental Stability & Value ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 18

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

15% more capital invested

Capital invested by funds: $667M → $769M (+$101M)

10% more funds holding

Funds holding: 70 → 77 (+7)

1.61% more ownership

Funds ownership: 74.84% → 76.46% (+1.6%)

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.23%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.18%
New
14
Increased
38
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
AlphaCore Capital
California
+$14M
2
ICG
InterOcean Capital Group
Tennessee
+$11.5M
3
CCM
Carlson Capital Management
Minnesota
+$9.26M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$4.26M
5
APG
Abacus Planning Group
South Carolina
+$3.76M

Top Sellers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$5.08M
2
MAM
Madison Asset Management
Wisconsin
-$2.89M
3
Stifel Financial
Stifel Financial
Missouri
-$1.43M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.06M
5
HKIMG
Hutchens & Kramer Investment Management Group
Indiana
-$704K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
51
Tradition Wealth Management
Minnesota
$458K +$452K +10,603 New
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$431K +$176K +4,130 +70%
TCWM
53
Total Clarity Wealth Management
Illinois
$430K +$425K +9,971 New
IA
54
IFP Advisors
Florida
$334K -$268K -6,303 -32%
CAG
55
Csenge Advisory Group
Florida
$317K +$3.92K +92 +1%
CAC
56
Certified Advisory Corp
Florida
$293K +$289K +6,794 New
US Bancorp
57
US Bancorp
Minnesota
$290K – – –
IW
58
Imprint Wealth
South Carolina
$289K +$288K +6,766 New
Citadel Advisors
59
Citadel Advisors
Florida
$269K -$23.9K -560 -8%
BAM
60
Belpointe Asset Management
Nevada
$238K -$57.3K -1,346 -20%
TI
61
Tidal Investments
Wisconsin
$221K -$7.88K -185 -3%
DT
62
Diversified Trust
Tennessee
$216K +$213K +5,000 New
MF
63
Meridian Financial
Massachusetts
$203K +$200K +4,700 New
MFG
64
Mendota Financial Group
Wisconsin
$156K – – –
HI
65
Harbour Investments
Wisconsin
$139K +$110K +2,582 +401%
Osaic Holdings
66
Osaic Holdings
Arizona
$98.5K – – –
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$52K +$170 +4 +0.3%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$28.5K – – –
AWM
69
Accel Wealth Management
Iowa
$11.4K – – –
BWS
70
Buck Wealth Strategies
Colorado
$6.04K +$5.96K +140 New
William Blair & Company
71
William Blair & Company
Illinois
$4.75K +$4.69K +110 New
SPIA
72
Steward Partners Investment Advisory
New York
$4.32K -$1.87K -44 -31%
CSB
73
City State Bank
Iowa
$4K – – –
Bank of America
74
Bank of America
North Carolina
$3.71K +$3.66K +86 New
GIA
75
GHP Investment Advisors
Colorado
$2.59K – – –
1 2
3
4

DSTL Hedge Fund Activity: Q1 2023 in Review

77 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q1 2023, worth a combined $769M — up 15% from $667M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DSTL positions and 7 closed out — a net gain of 7 holders — while 38 added to existing stakes and 18 trimmed.

The largest buyer was AlphaCore Capital, opening a new position worth an estimated $14M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $5.08M.

  • 77 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q1 2023, up from 70 in Q4 2022.
  • Funds reported $769M of Distillate US Fundamental Stability & Value ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 14 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q1 2023 and 7 closed out, a net change of +7 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q1 2023 was AlphaCore Capital, an estimated $14M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q1 2023 was CAPTRUST Financial Advisors, an estimated $5.08M sold.

Based on aggregated 13F filings for Q1 2023.