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Distillate US Fundamental Stability & Value ETF

107 hedge funds and large institutions have $1.23B invested in Distillate US Fundamental Stability & Value ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 25

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

21% more capital invested

Capital invested by funds: $1.02B → $1.23B (+$215M)

10% more funds holding

Funds holding: 97107 (+10)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1.28% more ownership

Funds ownership: 79.94%81.22% (+1.3%)

Holders
107
Holders Change
+10
Holders Change %
+10.31%
% of All Funds
1.56%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
20
Increased
52
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
76
Vanguard Personalized Indexing Management
California
$464K +$432K +9,408 New
TWM
77
Tradition Wealth Management
Minnesota
$453K -$55.4K -1,205 -12%
CAN
78
Cetera Advisor Networks
California
$443K +$413K +8,981 New
Bank of America
79
Bank of America
North Carolina
$417K +$360K +7,842 +1,307%
FHA
80
Flagship Harbor Advisors
Massachusetts
$378K -$58.8K -1,279 -14%
FFA
81
Fortune Financial Advisors
Kansas
$369K +$25.7K +560 +8%
PI
82
PFG Investments
New York
$354K
AIM
83
Anchor Investment Management
South Carolina
$354K
CAC
84
Certified Advisory Corp
Florida
$335K
US Bancorp
85
US Bancorp
Minnesota
$319K +$22.3K +485 +8%
Truist Financial
86
Truist Financial
North Carolina
$303K +$300K +6,518 New
BWA
87
BCU Wealth Advisors
Illinois
$287K +$267K +5,815 New
Osaic Holdings
88
Osaic Holdings
Arizona
$274K +$134K +2,910 +111%
MF
89
Meridian Financial
Massachusetts
$272K
HWP
90
Hibernia Wealth Partners
Louisiana
$260K +$204K +4,432 +533%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$255K -$2.19M -47,649 -90%
TI
92
Tidal Investments
Wisconsin
$236K -$12.5K -273 -5%
MFG
93
Mendota Financial Group
Wisconsin
$173K
SPIA
94
Steward Partners Investment Advisory
New York
$89.5K +$78.7K +1,712 +1,712%
OC
95
Oakworth Capital
Alabama
$50.5K +$47K +1,023 New
Morgan Stanley
96
Morgan Stanley
New York
$42.8K +$24.5K +534 +161%
FCA
97
FinTrust Capital Advisors
South Carolina
$19.8K
NS
98
NBC Securities
Alabama
$19K +$18.6K +405 New
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$17.6K -$27.1K -590 -62%
SIS
100
Sound Income Strategies
Florida
$14K +$13K +283 New

DSTL Hedge Fund Activity: Q4 2023 in Review

107 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q4 2023, worth a combined $1.23B — up 21% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DSTL positions and 10 closed out — a net gain of 10 holders — while 52 added to existing stakes and 25 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $16.4M. The largest seller was Madison Asset Management, cutting an estimated $5.13M.

  • 107 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q4 2023, up from 97 in Q3 2023.
  • Funds reported $1.23B of Distillate US Fundamental Stability & Value ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 20 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q4 2023 and 10 closed out, a net change of +10 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q4 2023 was Royal Bank of Canada, an estimated $16.4M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q4 2023 was Madison Asset Management, an estimated $5.13M sold.

Based on aggregated 13F filings for Q4 2023.