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Distillate US Fundamental Stability & Value ETF

140 hedge funds and large institutions have $1.46B invested in Distillate US Fundamental Stability & Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

1% more funds holding

Funds holding: 139140 (+1)

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

1.55% less ownership

Funds ownership: 79.8%78.25% (-1.6%)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

9% less capital invested

Capital invested by funds: $1.61B → $1.46B (-$148M)

Holders
140
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
1.88%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
12
Increased
55
Reduced
56
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
51
Fermata Advisors
California
$3.78M +$252K +4,524 +7%
DWM
52
Darwin Wealth Management
Florida
$3.61M
CAG
53
Csenge Advisory Group
Florida
$3.35M +$2.72M +48,800 +285%
Envestnet Portfolio Solutions
54
Envestnet Portfolio Solutions
Illinois
$3.33M -$16.5K -296 -0.5%
TFS
55
Thoroughbred Financial Services
Tennessee
$2.76M +$32.9K +590 +1%
IA
56
IFP Advisors
Florida
$2.56M +$115K +2,062 +5%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$2.55M -$76.7K -1,377 -3%
MOS
58
MGO One Seven
Ohio
$2.44M -$460K -8,252 -15%
AP
59
Aspect Partners
Virginia
$2.22M -$152K -2,728 -6%
AFP
60
Ausdal Financial Partners
Iowa
$2M -$7.25K -130 -0.4%
RWPA
61
Richard W. Paul & Associates
Michigan
$1.89M +$64.5K +1,157 +3%
LWMI
62
Landmark Wealth Management (Illinois)
Illinois
$1.74M -$11M -197,203 -86%
JP Morgan Chase
63
JP Morgan Chase
New York
$1.73M +$196K +3,511 +12%
HH
64
Hilltop Holdings
Texas
$1.7M
TC
65
TFR Capital
Texas
$1.6M -$33.4K -599 -2%
SC
66
Sapient Capital
Indiana
$1.6M -$6.52K -117 -0.4%
HI
67
Harbour Investments
Wisconsin
$1.57M +$452K +8,106 +39%
ASN
68
Advisory Services Network
Georgia
$1.52M -$816K -14,650 -34%
Truist Financial
69
Truist Financial
North Carolina
$1.41M -$270K -4,844 -16%
Stifel Financial
70
Stifel Financial
Missouri
$1.4M -$130K -2,337 -8%
RCAG
71
Rehmann Capital Advisory Group
Michigan
$1.37M -$80.1K -1,438 -5%
HNB
72
Huntington National Bank
Ohio
$1.21M
BIA
73
Barry Investment Advisors
Massachusetts
$1.2M +$345K +6,184 +39%
Goldman Sachs
74
Goldman Sachs
New York
$1.15M -$765K -13,727 -39%
AWA
75
Arete Wealth Advisors
Illinois
$1.05M -$16.1K -288 -1%

DSTL Hedge Fund Activity: Q1 2025 in Review

140 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q1 2025, worth a combined $1.46B — down 9.2% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DSTL positions and 6 closed out — a net gain of 6 holders — while 55 added to existing stakes and 56 trimmed.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $293M. The largest seller was Shufro Rose & Co, cutting an estimated $71.2M.

  • 140 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q1 2025, up from 139 in Q4 2024.
  • Funds reported $1.46B of Distillate US Fundamental Stability & Value ETF stock for Q1 2025, down 9.2% quarter-over-quarter.
  • 12 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q1 2025 and 6 closed out, a net change of +6 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q1 2025 was Sequoia Financial Advisors, an estimated $293M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q1 2025 was Shufro Rose & Co, an estimated $71.2M sold.

Based on aggregated 13F filings for Q1 2025.