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Distillate US Fundamental Stability & Value ETF
DSTL

129 hedge funds and large institutions have $1.59B invested in Distillate US Fundamental Stability & Value ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 42

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

14% more capital invested

Capital invested by funds: $1.4B → $1.59B (+$191M)

3.04% more ownership

Funds ownership: 74.04% → 77.08% (+3%)

2% more funds holding

Funds holding: 127 → 129 (+2)

5% less funds holding in top 10

Funds holding in top 10: 19 → 18 (-1)

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
1.85%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
12
Increased
58
Reduced
42
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MAM
Madison Asset Management
Wisconsin
+$20.8M
2
BI
Berkeley Inc
Idaho
+$18M
3
GM
GeoWealth Management
Illinois
+$14.4M
4
Bank of America
Bank of America
North Carolina
+$6.51M
5
CCM
Carlson Capital Management
Minnesota
+$6.25M

Top Sellers

Rank Fund Capital Flow
1
FEG
Financial Enhancement Group
Indiana
-$3.04M
2
CA
Crumly & Associates
Illinois
-$1.93M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$1.58M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.58M
5
SGCA
Steel Grove Capital Advisors
Tennessee
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$2.95M -$1.58M -29,152 -36%
TFS
52
Thoroughbred Financial Services
Tennessee
$2.84M +$4.34K +80 +0.2%
AWS
53
Atria Wealth Solutions
New York
$2.82M -$1.68K -31 -0.1%
FA
54
Fermata Advisors
California
$2.82M +$390K +7,188 +17%
ASN
55
Advisory Services Network
Georgia
$2.8M – – –
IA
56
IFP Advisors
Florida
$2.57M -$83.5K -1,540 -3%
AP
57
Aspect Partners
Virginia
$2.33M +$71.8K +1,323 +3%
Osaic Holdings
58
Osaic Holdings
Arizona
$2.21M +$148K +2,726 +8%
AFP
59
Ausdal Financial Partners
Iowa
$2.11M -$78.4K -1,446 -4%
RWPA
60
Richard W. Paul & Associates
Michigan
$1.91M +$10.1K +187 +0.6%
HH
61
Hilltop Holdings
Texas
$1.79M +$186K +3,426 +12%
SFPG
62
Stonebridge Financial Planning Group
Florida
$1.73M +$489K +9,015 +42%
SC
63
Sapient Capital
Indiana
$1.67M -$16K -295 -1%
Stifel Financial
64
Stifel Financial
Missouri
$1.61M -$541K -9,966 -26%
RCAG
65
Rehmann Capital Advisory Group
Michigan
$1.56M +$45K +830 +3%
ACM
66
Avalon Capital Management
California
$1.34M +$108K +2,000 +9%
JP Morgan Chase
67
JP Morgan Chase
New York
$1.34M -$17.4K -320 -1%
HNB
68
Huntington National Bank
Ohio
$1.27M – – –
Truist Financial
69
Truist Financial
North Carolina
$1.25M -$9.54K -176 -0.8%
AWM
70
Accurate Wealth Management
Florida
$1.2M -$66.4K -1,225 -6%
HWP
71
Hibernia Wealth Partners
Louisiana
$1.15M +$56.7K +1,046 +5%
AWA
72
Arete Wealth Advisors
Illinois
$1.1M +$15.6K +287 +1%
LIS
73
Legacy Investment Solutions
Idaho
$1.02M +$959K +17,677 New
LWMI
74
Legacy Wealth Management (Idaho)
Idaho
$1.02M +$959K +17,677 New
CAG
75
Csenge Advisory Group
Florida
$900K +$60.5K +1,115 +8%
1 2
3
4 5

DSTL Hedge Fund Activity: Q3 2024 in Review

129 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q3 2024, worth a combined $1.59B — up 14% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DSTL positions and 9 closed out — a net gain of 3 holders — while 58 added to existing stakes and 42 trimmed.

The largest buyer was Madison Asset Management, adding an estimated $20.8M. The largest seller was Financial Enhancement Group, exiting entirely with an estimated $3.04M sold.

  • 129 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q3 2024, up from 127 in Q2 2024.
  • Funds reported $1.59B of Distillate US Fundamental Stability & Value ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 12 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q3 2024 and 9 closed out, a net change of +3 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q3 2024 was Madison Asset Management, an estimated $20.8M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q3 2024 was Financial Enhancement Group, an estimated $3.04M sold.

Based on aggregated 13F filings for Q3 2024.