Distillate US Fundamental Stability & Value ETF
DSTL
97 hedge funds and large institutions have $1.02B invested in Distillate US Fundamental Stability & Value ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 6 closing their positions.
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
167% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 18
55% more funds holding in top 10
Funds holding in top 10: 11 → 17 (+6)
24% more capital invested
Capital invested by funds: $822M → $1.02B (+$197M)
17% more funds holding
Funds holding: 83 → 97 (+14)
4.33% more ownership
Funds ownership: 75.61% → 79.94% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
+$75M |
| 2 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
+$27.7M |
| 3 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
+$22.5M |
| 4 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$20.8M |
| 5 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SimpliFi Inc
San Diego,
California
|
-$1.11M |
| 2 |
Cerity Partners
New York
|
-$779K |
| 3 |
ICG
InterOcean Capital Group
Nashville,
Tennessee
|
-$658K |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$498K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$475K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DT
101
Diversified Trust
Memphis,
Tennessee
| – | -$226K | -5,000 | Closed |
|
|
CAN
102
Cetera Advisor Networks
El Segundo,
California
| – | -$201K | -4,437 | Closed |
|
103
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$55K | -1,208 | Closed |
|
|
CSB
104
City State Bank
Norwalk,
Iowa
| – | -$5K | -100 | Closed |
|
DSTL Hedge Fund Activity: Q3 2023 in Review
97 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q3 2023, worth a combined $1.02B — up 24% from $822M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new DSTL positions and 6 closed out — a net gain of 14 holders — while 48 added to existing stakes and 18 trimmed.
The largest buyer was Oxford Financial Group, opening a new position worth an estimated $75M. The largest seller was SimpliFi Inc, cutting an estimated $1.11M.
- 97 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q3 2023, up from 83 in Q2 2023.
- Funds reported $1.02B of Distillate US Fundamental Stability & Value ETF stock for Q3 2023, up 24% quarter-over-quarter.
- 20 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q3 2023 and 6 closed out, a net change of +14 holders.
- The largest Distillate US Fundamental Stability & Value ETF buyer in Q3 2023 was Oxford Financial Group, an estimated $75M added.
- The largest Distillate US Fundamental Stability & Value ETF seller in Q3 2023 was SimpliFi Inc, an estimated $1.11M sold.
Based on aggregated 13F filings for Q3 2023.