We are live on ! Find out more
DSTL icon

Distillate US Fundamental Stability & Value ETF

119 hedge funds and large institutions have $1.36B invested in Distillate US Fundamental Stability & Value ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 23 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

200% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 23

11% more funds holding

Funds holding: 107119 (+12)

10% more capital invested

Capital invested by funds: $1.23B → $1.36B (+$123M)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

19.16% less ownership

Funds ownership: 81.22%62.06% (-19%)

Holders
119
Holders Change
+12
Holders Change %
+11.21%
% of All Funds
1.71%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
19
Increased
69
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
101
Tidal Investments
Wisconsin
$258K +$510 +10 +0.2%
PSCM
102
Per Stirling Capital Management
Texas
$257K +$243K +4,767 New
QCG
103
Quadrant Capital Group
Ohio
$245K +$231K +4,538 New
IW
104
Imprint Wealth
South Carolina
$203K +$193K +3,792 New
MFG
105
Mendota Financial Group
Wisconsin
$189K
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$99.9K +$76.3K +1,496 +419%
SWM
107
Spire Wealth Management
Virginia
$91.4K +$86.5K +1,695 New
CWC
108
Carolinas Wealth Consulting
North Carolina
$53.5K +$45.4K +891 +874%
OC
109
Oakworth Capital
Alabama
$36.2K -$17.9K -351 -34%
NS
110
NBC Securities
Alabama
$34K +$12.4K +243 +60%
Morgan Stanley
111
Morgan Stanley
New York
$28.8K -$17K -333 -38%
NA
112
NewEdge Advisors
Louisiana
$25.6K +$14K +275 +138%
FCA
113
FinTrust Capital Advisors
South Carolina
$21.7K
SIS
114
Sound Income Strategies
Florida
$15.3K
AssetMark Inc
115
AssetMark Inc
California
$13.1K +$12.4K +243 New
William Blair & Company
116
William Blair & Company
Illinois
$5.94K
SPIA
117
Steward Partners Investment Advisory
New York
$5.39K -$87.3K -1,712 -94%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$4.15K +$51 +1 +1%
GIA
119
GHP Investment Advisors
Colorado
$3.23K
AF
120
Allworth Financial
California
$18
AC
121
AlphaCore Capital
California
-$37.7M -763,391 Closed
AWM
122
AE Wealth Management
Kansas
-$1.47M -29,465 Closed
TCWM
123
Total Clarity Wealth Management
Illinois
-$944K -19,129 Closed
VPIM
124
Vanguard Personalized Indexing Management
California
-$464K -9,408 Closed
AWM
125
Abound Wealth Management
Tennessee
-$1.64K -33 Closed

DSTL Hedge Fund Activity: Q1 2024 in Review

119 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q1 2024, worth a combined $1.36B — up 10% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DSTL positions and 6 closed out — a net gain of 13 holders — while 69 added to existing stakes and 23 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $49.3M. The largest seller was Carlson Capital Management, cutting an estimated $92.3M.

  • 119 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q1 2024, up from 107 in Q4 2023.
  • Funds reported $1.36B of Distillate US Fundamental Stability & Value ETF stock for Q1 2024, up 10% quarter-over-quarter.
  • 19 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q1 2024 and 6 closed out, a net change of +13 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $49.3M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q1 2024 was Carlson Capital Management, an estimated $92.3M sold.

Based on aggregated 13F filings for Q1 2024.