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Distillate US Fundamental Stability & Value ETF

139 hedge funds and large institutions have $1.61B invested in Distillate US Fundamental Stability & Value ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 54 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

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

8% more funds holding

Funds holding: 129139 (+10)

2.72% more ownership

Funds ownership: 77.08%79.8% (+2.7%)

2% more capital invested

Capital invested by funds: $1.59B → $1.61B (+$24.6M)

6% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 54

Holders
139
Holders Change
+10
Holders Change %
+7.75%
% of All Funds
1.83%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
19
Increased
51
Reduced
54
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
76
Huntington National Bank
Ohio
$1.24M
AWS
77
Atria Wealth Solutions
New York
$1.23M -$1.56M -27,447 -55%
HOWA
78
Heritage Oak Wealth Advisors
Florida
$1.2M +$1.24M +21,834 New
HI
79
Harbour Investments
Wisconsin
$1.14M +$324K +5,694 +38%
AWA
80
Arete Wealth Advisors
Illinois
$1.08M +$7.28K +128 +0.7%
CAG
81
Csenge Advisory Group
Florida
$940K +$75.5K +1,328 +8%
LIS
82
Legacy Investment Solutions
Idaho
$906K -$91K -1,601 -9%
LWMI
83
Legacy Wealth Management (Idaho)
Idaho
$906K -$91K -1,601 -9%
AWM
84
Accurate Wealth Management
Florida
$892K -$262K -4,606 -22%
BIA
85
Barry Investment Advisors
Massachusetts
$877K +$74.9K +1,317 +9%
Morgan Stanley
86
Morgan Stanley
New York
$843K +$88K +1,547 +11%
CWC
87
Carolinas Wealth Consulting
North Carolina
$823K +$40K +703 +5%
IWC
88
Integrated Wealth Concepts
Massachusetts
$818K -$12.6K -222 -1%
Qube Research & Technologies (QRT)
89
Qube Research & Technologies (QRT)
United Kingdom
$808K -$53.5K -941 -6%
CIBC World Market
90
CIBC World Market
Ontario, Canada
$767K +$390K +6,860 +96%
AAA
91
American Alpha Advisors
New York
$671K +$37.8K +664 +6%
HKIMG
92
Hutchens & Kramer Investment Management Group
Indiana
$635K -$131K -2,307 -17%
GVCM
93
Global View Capital Management
Wisconsin
$620K +$644K +11,327 New
HWP
94
Hibernia Wealth Partners
Louisiana
$594K -$537K -9,445 -47%
WIP
95
WealthCare Investment Partners
Rhode Island
$539K +$2.39K +42 +0.4%
MW
96
Members Wealth
Pennsylvania
$528K +$533K +9,383 New
SPIA
97
Steward Partners Investment Advisory
New York
$483K +$494K +8,689 +8,689%
MML Investors Services
98
MML Investors Services
Massachusetts
$470K +$3.18K +56 +0.7%
PSCM
99
Per Stirling Capital Management
Texas
$466K +$2.05K +36 +0.4%
USCWA
100
U.S. Capital Wealth Advisors
Texas
$465K +$31.3K +550 +7%

DSTL Hedge Fund Activity: Q4 2024 in Review

139 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q4 2024, worth a combined $1.61B — up 1.5% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DSTL positions and 6 closed out — a net gain of 13 holders — while 51 added to existing stakes and 54 trimmed.

The largest buyer was Cerity Partners, adding an estimated $36.4M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $49.6M.

  • 139 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q4 2024, up from 129 in Q3 2024.
  • Funds reported $1.61B of Distillate US Fundamental Stability & Value ETF stock for Q4 2024, up 1.5% quarter-over-quarter.
  • 19 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q4 2024 and 6 closed out, a net change of +13 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q4 2024 was Cerity Partners, an estimated $36.4M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q4 2024 was CAPTRUST Financial Advisors, an estimated $49.6M sold.

Based on aggregated 13F filings for Q4 2024.