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Distillate US Fundamental Stability & Value ETF

139 hedge funds and large institutions have $1.61B invested in Distillate US Fundamental Stability & Value ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

8% more funds holding

Funds holding: 129139 (+10)

2.72% more ownership

Funds ownership: 77.08%79.8% (+2.7%)

2% more capital invested

Capital invested by funds: $1.59B → $1.61B (+$24.6M)

6% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 54

Holders
139
Holders Change
+10
Holders Change %
+7.75%
% of All Funds
1.83%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
19
Increased
51
Reduced
54
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
51
Centerpoint Advisory Group
Kansas
$3.87M +$4.01M +70,533 New
RCM
52
Riggs Capital Management
Utah
$3.87M +$4.01M +70,443 New
DWM
53
Darwin Wealth Management
Florida
$3.61M -$645K -11,345 -15%
FA
54
Fermata Advisors
California
$3.58M +$882K +15,509 +31%
FHA
55
Flagship Harbor Advisors
Massachusetts
$3.5M -$2.94M -51,650 -45%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$3.39M +$219K +3,854 +7%
Osaic Holdings
57
Osaic Holdings
Arizona
$2.99M +$876K +15,406 +39%
MOS
58
MGO One Seven
Ohio
$2.93M -$450K -7,919 -13%
SFPG
59
Stonebridge Financial Planning Group
Florida
$2.92M +$1.29M +22,618 +74%
TFS
60
Thoroughbred Financial Services
Tennessee
$2.76M +$8.59K +151 +0.3%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$2.66M -$208K -3,651 -7%
IA
62
IFP Advisors
Florida
$2.48M -$11.5K -202 -0.4%
AP
63
Aspect Partners
Virginia
$2.4M +$149K +2,626 +6%
ASN
64
Advisory Services Network
Georgia
$2.35M -$668K -11,741 -22%
AFP
65
Ausdal Financial Partners
Iowa
$2.03M -$12.4K -218 -0.6%
Goldman Sachs
66
Goldman Sachs
New York
$1.92M +$1.99M +34,965 New
RWPA
67
Richard W. Paul & Associates
Michigan
$1.85M -$5.12K -90 -0.3%
HH
68
Hilltop Holdings
Texas
$1.72M -$11.7K -206 -0.7%
Truist Financial
69
Truist Financial
North Carolina
$1.7M +$503K +8,838 +40%
TC
70
TFR Capital
Texas
$1.65M +$1.71M +30,087 New
SC
71
Sapient Capital
Indiana
$1.62M +$10.1K +178 +0.6%
JP Morgan Chase
72
JP Morgan Chase
New York
$1.56M +$274K +4,818 +20%
Stifel Financial
73
Stifel Financial
Missouri
$1.55M -$9.44K -166 -0.6%
RCAG
74
Rehmann Capital Advisory Group
Michigan
$1.47M -$46.5K -818 -3%
ACM
75
Avalon Capital Management
California
$1.25M -$56.5K -993 -4%

DSTL Hedge Fund Activity: Q4 2024 in Review

139 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q4 2024, worth a combined $1.61B — up 1.5% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DSTL positions and 6 closed out — a net gain of 13 holders — while 51 added to existing stakes and 54 trimmed.

The largest buyer was Cerity Partners, adding an estimated $36.4M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $49.6M.

  • 139 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q4 2024, up from 129 in Q3 2024.
  • Funds reported $1.61B of Distillate US Fundamental Stability & Value ETF stock for Q4 2024, up 1.5% quarter-over-quarter.
  • 19 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q4 2024 and 6 closed out, a net change of +13 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q4 2024 was Cerity Partners, an estimated $36.4M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q4 2024 was CAPTRUST Financial Advisors, an estimated $49.6M sold.

Based on aggregated 13F filings for Q4 2024.