DSTL icon

Distillate US Fundamental Stability & Value ETF

125 hedge funds and large institutions have $1.45B invested in Distillate US Fundamental Stability & Value ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

15% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 52

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
125
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$47.8M
2 +$19.8M
3 +$8.42M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.43M
5
LI
LRI Investments
Florida
+$2.34M

Top Sellers

1 -$13M
2 -$11.3M
3 -$4.38M
4
OFG
Oxford Financial Group
Indiana
-$3.08M
5
LPL Financial
LPL Financial
California
-$2.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$143K
Russell Investments Group
102
Russell Investments Group
United Kingdom
$117K
CAL
103
Capital Advisors Ltd
Ohio
$105K
EWA
104
EverSource Wealth Advisors
Alabama
$95.2K
SPIA
105
Steward Partners Investment Advisory
New York
$94.9K
SWM
106
Spire Wealth Management
Virginia
$94.7K
NWM
107
Navigoe Wealth Management
California
$82K
AAS
108
Ameritas Advisory Services
Nebraska
$78.5K
MCM
109
MAI Capital Management
Ohio
$60.6K
TFG
110
Team Financial Group
California
$59.5K
ATC
111
Adirondack Trust Company
New York
$49.2K
Wells Fargo
112
Wells Fargo
California
$44.4K
OA
113
Operose Advisors
Wisconsin
$39.5K
OC
114
Oakworth Capital
Alabama
$38.9K
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$36.3K
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$33K
VWM
117
Vermillion Wealth Management
Minnesota
$32.9K
QCG
118
Quadrant Capital Group
Ohio
$26.3K
RFP
119
Root Financial Partners
California
$21.2K
Fidelity Investments
120
Fidelity Investments
Massachusetts
$15.6K
AssetMark Inc
121
AssetMark Inc
California
$12.5K
Simplex Trading
122
Simplex Trading
Illinois
$7K
IW
123
Imprint Wealth
South Carolina
$6.72K
AWM
124
AE Wealth Management
Kansas
$4.12K
GIA
125
GHP Investment Advisors
Colorado
$3.48K