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Distillate US Fundamental Stability & Value ETF

129 hedge funds and large institutions have $1.59B invested in Distillate US Fundamental Stability & Value ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 42

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

14% more capital invested

Capital invested by funds: $1.4B → $1.59B (+$191M)

3.04% more ownership

Funds ownership: 74.04%77.08% (+3%)

2% more funds holding

Funds holding: 127129 (+2)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
1.85%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
12
Increased
58
Reduced
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
101
UBS Group
Switzerland
$336K +$245K +4,526 +324%
MF
102
Meridian Financial
Massachusetts
$335K
BAM
103
Belpointe Asset Management
Nevada
$334K -$5.91K -109 -2%
BWA
104
BCU Wealth Advisors
Illinois
$332K +$542 +10 +0.2%
Citadel Advisors
105
Citadel Advisors
Florida
$330K -$976 -18 -0.3%
HWM
106
HRC Wealth Management
Idaho
$319K +$814 +15 +0.3%
SA
107
Sanctuary Advisors
Indiana
$285K +$266K +4,902 New
TI
108
Tidal Investments
Wisconsin
$272K +$163 +3 +0.1%
AAS
109
Ameritas Advisory Services
Nebraska
$221K -$9.27K -171 -4%
AWM
110
Ameliora Wealth Management
Switzerland
$200K -$542K -10,000 -74%
MFG
111
Mendota Financial Group
Wisconsin
$199K
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$163K +$50.4K +929 +48%
FFA
113
Farther Finance Advisors
California
$118K -$3.2K -59 -3%
Russell Investments Group
114
Russell Investments Group
United Kingdom
$114K -$217 -4 -0.2%
AF
115
Allworth Financial
California
$107K
GWM
116
Geneos Wealth Management
Colorado
$106K +$102K +1,875 New
SWM
117
Spire Wealth Management
Virginia
$85.1K
OC
118
Oakworth Capital
Alabama
$38.1K
APC
119
Aspire Private Capital
North Carolina
$31K +$24.5K +451 +470%
NS
120
NBC Securities
Alabama
$31K -$13.6K -250 -31%
EWA
121
EverSource Wealth Advisors
Alabama
$28.7K +$27.4K +506 New
QCG
122
Quadrant Capital Group
Ohio
$25.7K
FCA
123
FinTrust Capital Advisors
South Carolina
$22.8K
CA
124
Clearstead Advisors
Ohio
$18.9K
AssetMark Inc
125
AssetMark Inc
California
$13.8K

DSTL Hedge Fund Activity: Q3 2024 in Review

129 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q3 2024, worth a combined $1.59B — up 14% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DSTL positions and 9 closed out — a net gain of 3 holders — while 58 added to existing stakes and 42 trimmed.

The largest buyer was Madison Asset Management, adding an estimated $20.8M. The largest seller was Financial Enhancement Group, exiting entirely with an estimated $3.04M sold.

  • 129 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q3 2024, up from 127 in Q2 2024.
  • Funds reported $1.59B of Distillate US Fundamental Stability & Value ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 12 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q3 2024 and 9 closed out, a net change of +3 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q3 2024 was Madison Asset Management, an estimated $20.8M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q3 2024 was Financial Enhancement Group, an estimated $3.04M sold.

Based on aggregated 13F filings for Q3 2024.