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Distillate US Fundamental Stability & Value ETF

140 hedge funds and large institutions have $1.46B invested in Distillate US Fundamental Stability & Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

1% more funds holding

Funds holding: 139140 (+1)

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

1.55% less ownership

Funds ownership: 79.8%78.25% (-1.6%)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

9% less capital invested

Capital invested by funds: $1.61B → $1.46B (-$148M)

Holders
140
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
1.88%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
12
Increased
55
Reduced
56
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
76
Avalon Capital Management
California
$1.02M -$211K -3,782 -17%
HOWA
77
Heritage Oak Wealth Advisors
Florida
$1.01M -$179K -3,215 -15%
AWS
78
Atria Wealth Solutions
New York
$1.01M -$210K -3,774 -17%
CIBC World Market
79
CIBC World Market
Ontario, Canada
$992K +$241K +4,323 +31%
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$919K +$124K +2,225 +15%
IWC
81
Integrated Wealth Concepts
Massachusetts
$808K +$390 +7 +0%
Morgan Stanley
82
Morgan Stanley
New York
$771K -$63.6K -1,141 -7%
OPWM
83
Oregon Pacific Wealth Management
Oregon
$711K -$4.86M -87,232 -87%
AAA
84
American Alpha Advisors
New York
$681K +$19K +341 +3%
PSCM
85
Per Stirling Capital Management
Texas
$670K +$215K +3,860 +45%
HWP
86
Hibernia Wealth Partners
Louisiana
$634K +$48.3K +867 +8%
HKIMG
87
Hutchens & Kramer Investment Management Group
Indiana
$629K +$2.29K +41 +0.4%
AWM
88
Accurate Wealth Management
Florida
$589K -$272K -4,888 -30%
CWC
89
Carolinas Wealth Consulting
North Carolina
$520K -$301K -5,399 -36%
WIP
90
WealthCare Investment Partners
Rhode Island
$491K +$2.12K +38 +0.4%
LI
91
LRI Investments
Florida
$488K +$139K +2,501 +38%
GVCM
92
Global View Capital Management
Wisconsin
$485K -$133K -2,391 -21%
TWM
93
Tradition Wealth Management
Minnesota
$458K +$13.3K +238 +3%
USCWA
94
U.S. Capital Wealth Advisors
Texas
$458K -$1.11K -20 -0.2%
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$402K +$462K +8,282 New
SRC
96
Shufro Rose & Co
New York
$398K -$71.2M -1,276,746 -99%
HR
97
Hardy Reed
Mississippi
$396K
GWM
98
Geneos Wealth Management
Colorado
$396K +$302K +5,425 +289%
GM
99
GeoWealth Management
Illinois
$392K -$13.4M -239,752 -97%
AIM
100
Anchor Investment Management
South Carolina
$389K

DSTL Hedge Fund Activity: Q1 2025 in Review

140 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q1 2025, worth a combined $1.46B — down 9.2% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DSTL positions and 6 closed out — a net gain of 6 holders — while 55 added to existing stakes and 56 trimmed.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $293M. The largest seller was Shufro Rose & Co, cutting an estimated $71.2M.

  • 140 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q1 2025, up from 139 in Q4 2024.
  • Funds reported $1.46B of Distillate US Fundamental Stability & Value ETF stock for Q1 2025, down 9.2% quarter-over-quarter.
  • 12 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q1 2025 and 6 closed out, a net change of +6 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q1 2025 was Sequoia Financial Advisors, an estimated $293M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q1 2025 was Shufro Rose & Co, an estimated $71.2M sold.

Based on aggregated 13F filings for Q1 2025.