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Distillate US Fundamental Stability & Value ETF

129 hedge funds and large institutions have $1.59B invested in Distillate US Fundamental Stability & Value ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 42

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

14% more capital invested

Capital invested by funds: $1.4B → $1.59B (+$191M)

3.04% more ownership

Funds ownership: 74.04%77.08% (+3%)

2% more funds holding

Funds holding: 127129 (+2)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
1.85%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
12
Increased
58
Reduced
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
76
Qube Research & Technologies (QRT)
United Kingdom
$888K -$125K -2,304 -13%
IWC
77
Integrated Wealth Concepts
Massachusetts
$857K +$15.7K +289 +2%
HI
78
Harbour Investments
Wisconsin
$855K +$143K +2,639 +21%
BIA
79
Barry Investment Advisors
Massachusetts
$831K +$62.2K +1,147 +8%
CF
80
Cyr Financial
Illinois
$816K -$163 -3 -0%
CWC
81
Carolinas Wealth Consulting
North Carolina
$811K +$6.72K +124 +0.9%
Morgan Stanley
82
Morgan Stanley
New York
$783K +$693K +12,778 +1,243%
HKIMG
83
Hutchens & Kramer Investment Management Group
Indiana
$783K -$242K -4,462 -24%
Cerity Partners
84
Cerity Partners
New York
$741K -$23.6K -435 -3%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$678K +$650K +11,985 New
AAA
86
American Alpha Advisors
New York
$655K +$626K +11,551 New
WIP
87
WealthCare Investment Partners
Rhode Island
$551K +$1.36K +25 +0.3%
MML Investors Services
88
MML Investors Services
Massachusetts
$482K -$28.4K -523 -6%
PSCM
89
Per Stirling Capital Management
Texas
$480K +$1.19K +22 +0.3%
PI
90
PFG Investments
New York
$476K +$1.08K +20 +0.2%
TWM
91
Tradition Wealth Management
Minnesota
$465K +$380 +7 +0.1%
KTM
92
Keeler Thomas Management
Utah
$459K +$1.52K +28 +0.3%
USCWA
93
U.S. Capital Wealth Advisors
Texas
$449K -$35.3K -650 -8%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$423K +$404K +7,449 New
HR
95
Hardy Reed
Mississippi
$415K
AIM
96
Anchor Investment Management
South Carolina
$406K
CIBC World Market
97
CIBC World Market
Ontario, Canada
$403K +$386K +7,110 New
CAC
98
Certified Advisory Corp
Florida
$385K
US Bancorp
99
US Bancorp
Minnesota
$373K -$10.6K -196 -3%
LI
100
LRI Investments
Florida
$372K +$352K +6,496 New

DSTL Hedge Fund Activity: Q3 2024 in Review

129 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q3 2024, worth a combined $1.59B — up 14% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DSTL positions and 9 closed out — a net gain of 3 holders — while 58 added to existing stakes and 42 trimmed.

The largest buyer was Madison Asset Management, adding an estimated $20.8M. The largest seller was Financial Enhancement Group, exiting entirely with an estimated $3.04M sold.

  • 129 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q3 2024, up from 127 in Q2 2024.
  • Funds reported $1.59B of Distillate US Fundamental Stability & Value ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 12 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q3 2024 and 9 closed out, a net change of +3 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q3 2024 was Madison Asset Management, an estimated $20.8M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q3 2024 was Financial Enhancement Group, an estimated $3.04M sold.

Based on aggregated 13F filings for Q3 2024.