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Distillate US Fundamental Stability & Value ETF

141 hedge funds and large institutions have $1.47B invested in Distillate US Fundamental Stability & Value ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 56 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

23% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 56

Holders
141
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HKIMG
76
Hutchens & Kramer Investment Management Group
Indiana
$751K
Stifel Financial
77
Stifel Financial
Missouri
$717K
Truist Financial
78
Truist Financial
North Carolina
$620K
OPOWM
79
One Plus One Wealth Management
Florida
$611K
LWMI
80
Landmark Wealth Management (Illinois)
Illinois
$602K
WIP
81
WealthCare Investment Partners
Rhode Island
$588K
AWM
82
Accurate Wealth Management
Florida
$584K
MML Investors Services
83
MML Investors Services
Massachusetts
$561K
Jane Street
84
Jane Street
New York
$557K
GVCM
85
Global View Capital Management
Wisconsin
$542K
FPAS
86
Focus Partners Advisor Solutions
Missouri
$536K
Morgan Stanley
87
Morgan Stanley
New York
$532K
Bank of America
88
Bank of America
North Carolina
$528K
SI
89
SimpliFi Inc
California
$523K
QCM
90
Quantinno Capital Management
New York
$493K
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$425K
AIM
92
Anchor Investment Management
South Carolina
$422K
MF
93
Meridian Financial
Massachusetts
$412K
CAC
94
Certified Advisory Corp
Florida
$400K
HIP
95
HUB Investment Partners
Texas
$369K
BMWS
96
Brady Martz Wealth Solutions
North Dakota
$355K
BWA
97
BCU Wealth Advisors
Illinois
$348K
UBS Group
98
UBS Group
Switzerland
$348K
US Bancorp
99
US Bancorp
Minnesota
$340K
SA
100
Sanctuary Advisors
Indiana
$321K