DSTL icon

Distillate US Fundamental Stability & Value ETF

136 hedge funds and large institutions have $1.4B invested in Distillate US Fundamental Stability & Value ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

21% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 61

Holders
136
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$2.5M
AP
52
Aspect Partners
Virginia
$2.48M
TFS
53
Thoroughbred Financial Services
Tennessee
$2.38M
MOS
54
MGO One Seven
Ohio
$2.35M
RWPA
55
Richard W. Paul & Associates
Michigan
$1.95M
AFP
56
Ausdal Financial Partners
Iowa
$1.93M
HI
57
Harbour Investments
Wisconsin
$1.92M
SC
58
Soundwatch Capital
Connecticut
$1.81M
HH
59
Hilltop Holdings
Texas
$1.72M
SC
60
Sapient Capital
Indiana
$1.63M
TC
61
TFR Capital
Texas
$1.55M
BIA
62
Barry Investment Advisors
Massachusetts
$1.41M
RCAG
63
Rehmann Capital Advisory Group
Michigan
$1.39M
ASN
64
Advisory Services Network
Georgia
$1.35M
HWP
65
Hibernia Wealth Partners
Louisiana
$1.29M
HNB
66
Huntington National Bank
Ohio
$1.23M
HOWA
67
Heritage Oak Wealth Advisors
Florida
$1.04M
Mariner
68
Mariner
Kansas
$1.01M
AWA
69
Arete Wealth Advisors
Illinois
$993K
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$946K
CIBC World Market
71
CIBC World Market
Ontario, Canada
$892K
Stifel Financial
72
Stifel Financial
Missouri
$835K
IWC
73
Integrated Wealth Concepts
Massachusetts
$823K
SAS
74
Sage Advisory Services
Texas
$786K
HKIMG
75
Hutchens & Kramer Investment Management Group
Indiana
$768K