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Distillate US Fundamental Stability & Value ETF
DSTL

119 hedge funds and large institutions have $1.36B invested in Distillate US Fundamental Stability & Value ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 23 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

200% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 23

11% more funds holding

Funds holding: 107 → 119 (+12)

10% more capital invested

Capital invested by funds: $1.23B → $1.36B (+$123M)

0% more funds holding in top 10

Funds holding in top 10: 18 → 18 (0)

19.16% less ownership

Funds ownership: 81.22% → 62.06% (-19%)

Holders
119
Holders Change
+12
Holders Change %
+11.21%
% of All Funds
1.71%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
19
Increased
69
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$49.3M
2
EF
Empowered Funds
Pennsylvania
+$41.7M
3
SRC
Shufro Rose & Co
New York
+$16.1M
4
AAS
Avantax Advisory Services
Texas
+$11.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
CCM
Carlson Capital Management
Minnesota
-$92.3M
2
AC
AlphaCore Capital
California
-$37.7M
3
ODFS
O'Donnell Financial Services
California
-$12.2M
4
SI
SimpliFi Inc
California
-$10.7M
5
MAM
Madison Asset Management
Wisconsin
-$3.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
76
Csenge Advisory Group
Florida
$747K +$37.3K +731 +6%
AWM
77
Ameliora Wealth Management
Switzerland
$747K – – –
Bank of America
78
Bank of America
North Carolina
$727K +$257K +5,037 +60%
Goldman Sachs
79
Goldman Sachs
New York
$692K +$655K +12,833 New
Cerity Partners
80
Cerity Partners
New York
$647K +$81.6K +1,600 +15%
HI
81
Harbour Investments
Wisconsin
$595K +$69.8K +1,369 +14%
WIP
82
WealthCare Investment Partners
Rhode Island
$564K +$1.53K +30 +0.3%
GAA
83
Global Assets Advisory
Florida
$553K +$1.51M +29,674 New
AWM
84
Axxcess Wealth Management
California
$512K -$6.07K -119 -1%
BIA
85
Barry Investment Advisors
Massachusetts
$492K +$465K +9,126 New
HWP
86
Hibernia Wealth Partners
Louisiana
$492K +$197K +3,861 +73%
PI
87
PFG Investments
New York
$450K +$59.7K +1,170 +16%
KTM
88
Keeler Thomas Management
Utah
$445K +$421K +8,249 New
TWM
89
Tradition Wealth Management
Minnesota
$441K -$50K -981 -11%
USCWA
90
U.S. Capital Wealth Advisors
Texas
$418K +$396K +7,760 New
HR
91
Hardy Reed
Mississippi
$394K +$373K +7,310 New
PS
92
Portfolio Strategies
New York
$394K +$373K +7,310 New
AIM
93
Anchor Investment Management
South Carolina
$386K – – –
CAC
94
Certified Advisory Corp
Florida
$366K – – –
US Bancorp
95
US Bancorp
Minnesota
$364K +$15.5K +304 +5%
BWA
96
BCU Wealth Advisors
Illinois
$314K +$561 +11 +0.2%
MF
97
Meridian Financial
Massachusetts
$302K +$5.1K +100 +2%
HWM
98
HRC Wealth Management
Idaho
$286K +$271K +5,314 New
GS
99
GTS Securities
New York
$283K +$268K +5,257 New
BAM
100
Belpointe Asset Management
Nevada
$280K +$265K +5,202 New
2 3
4
5 6

DSTL Hedge Fund Activity: Q1 2024 in Review

119 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q1 2024, worth a combined $1.36B — up 10% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DSTL positions and 6 closed out — a net gain of 13 holders — while 69 added to existing stakes and 23 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $49.3M. The largest seller was Carlson Capital Management, cutting an estimated $92.3M.

  • 119 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q1 2024, up from 107 in Q4 2023.
  • Funds reported $1.36B of Distillate US Fundamental Stability & Value ETF stock for Q1 2024, up 10% quarter-over-quarter.
  • 19 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q1 2024 and 6 closed out, a net change of +13 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $49.3M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q1 2024 was Carlson Capital Management, an estimated $92.3M sold.

Based on aggregated 13F filings for Q1 2024.