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Distillate US Fundamental Stability & Value ETF
DSTL

127 hedge funds and large institutions have $1.4B invested in Distillate US Fundamental Stability & Value ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 71 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 26

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

11.97% more ownership

Funds ownership: 62.06% → 74.04% (+12%)

7% more funds holding

Funds holding: 119 → 127 (+8)

6% more funds holding in top 10

Funds holding in top 10: 18 → 19 (+1)

3% more capital invested

Capital invested by funds: $1.36B → $1.4B (+$41M)

Holders
127
Holders Change
+8
Holders Change %
+6.72%
% of All Funds
1.83%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.27%
New
21
Increased
71
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$57.3M
2
PNC
Park National Corp
Ohio
+$24M
3
BI
Berkeley Inc
Idaho
+$16.2M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.6M
5
LWMI
Landmark Wealth Management (Illinois)
Illinois
+$11.7M

Top Sellers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
-$44.1M
2
MAM
Madison Asset Management
Wisconsin
-$13.5M
3
FEG
Financial Enhancement Group
Indiana
-$3.28M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.69M
5
SGCA
Steel Grove Capital Advisors
Tennessee
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
101
Belpointe Asset Management
Nevada
$308K +$41.1K +793 +15%
MF
102
Meridian Financial
Massachusetts
$303K +$15.5K +300 +5%
BWA
103
BCU Wealth Advisors
Illinois
$300K +$725 +14 +0.2%
Citadel Advisors
104
Citadel Advisors
Florida
$300K +$302K +5,830 New
HWM
105
HRC Wealth Management
Idaho
$288K +$15K +290 +5%
TI
106
Tidal Investments
Wisconsin
$246K +$259 +5 +0.1%
FPAS
107
Focus Partners Advisor Solutions
Missouri
$218K +$219K +4,237 New
AAS
108
Ameritas Advisory Services
Nebraska
$209K +$210K +4,062 New
MFG
109
Mendota Financial Group
Wisconsin
$180K – – –
OWA
110
Opal Wealth Advisors
New York
$135K +$136K +2,624 New
FFA
111
Farther Finance Advisors
California
$109K +$111K +2,142 New
Russell Investments Group
112
Russell Investments Group
United Kingdom
$104K +$105K +2,019 New
AF
113
Allworth Financial
California
$101K +$97.7K +1,887 New
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$100K +$4.82K +93 +5%
SWM
115
Spire Wealth Management
Virginia
$77.1K -$10.1K -195 -12%
UBS Group
116
UBS Group
Switzerland
$71.8K +$72.4K +1,398 New
Morgan Stanley
117
Morgan Stanley
New York
$52.8K +$25.6K +495 +93%
NS
118
NBC Securities
Alabama
$41K +$8.23K +159 +25%
OC
119
Oakworth Capital
Alabama
$34.5K – – –
NA
120
NewEdge Advisors
Louisiana
$27.1K +$2.69K +52 +11%
QCG
121
Quadrant Capital Group
Ohio
$23.3K -$212K -4,085 -90%
FCA
122
FinTrust Capital Advisors
South Carolina
$20.7K – – –
CA
123
Clearstead Advisors
Ohio
$17.2K +$17.3K +334 New
AssetMark Inc
124
AssetMark Inc
California
$12.5K – – –
SPIA
125
Steward Partners Investment Advisory
New York
$5.14K – – –
2 3 4
5
6

DSTL Hedge Fund Activity: Q2 2024 in Review

127 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q2 2024, worth a combined $1.4B — up 3% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DSTL positions and 9 closed out — a net gain of 12 holders — while 71 added to existing stakes and 26 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $57.3M. The largest seller was Empowered Funds, exiting entirely with an estimated $44.1M sold.

  • 127 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q2 2024, up from 119 in Q1 2024.
  • Funds reported $1.4B of Distillate US Fundamental Stability & Value ETF stock for Q2 2024, up 3% quarter-over-quarter.
  • 21 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q2 2024 and 9 closed out, a net change of +12 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q2 2024 was CAPTRUST Financial Advisors, an estimated $57.3M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q2 2024 was Empowered Funds, an estimated $44.1M sold.

Based on aggregated 13F filings for Q2 2024.