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Distillate US Fundamental Stability & Value ETF
DSTL

139 hedge funds and large institutions have $1.61B invested in Distillate US Fundamental Stability & Value ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 54 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

22% more funds holding in top 10

Funds holding in top 10: 18 → 22 (+4)

8% more funds holding

Funds holding: 129 → 139 (+10)

2.72% more ownership

Funds ownership: 77.08% → 79.8% (+2.7%)

2% more capital invested

Capital invested by funds: $1.59B → $1.61B (+$24.6M)

6% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 54

Holders
139
Holders Change
+10
Holders Change %
+7.75%
% of All Funds
1.83%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
19
Increased
51
Reduced
54
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$36.4M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$19.2M
3
SRC
Shufro Rose & Co
New York
+$16.3M
4
Bank of America
Bank of America
North Carolina
+$7.36M
5
WC
Weil Company
California
+$5.53M

Top Sellers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$49.6M
2
SAS
Sage Advisory Services
Texas
-$18.9M
3
Comerica Bank
Comerica Bank
Texas
-$18M
4
BI
Berkeley Inc
Idaho
-$17.3M
5
CCM
Carlson Capital Management
Minnesota
-$9.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
101
Tradition Wealth Management
Minnesota
$451K +$625 +11 +0.1%
PI
102
PFG Investments
New York
$421K -$41.3K -727 -9%
SA
103
Sanctuary Advisors
Indiana
$403K +$122K +2,138 +44%
HR
104
Hardy Reed
Mississippi
$401K – – –
AIM
105
Anchor Investment Management
South Carolina
$393K – – –
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$387K +$401K +7,051 New
CAC
107
Certified Advisory Corp
Florida
$373K – – –
LI
108
LRI Investments
Florida
$357K +$398 +7 +0.1%
US Bancorp
109
US Bancorp
Minnesota
$347K -$14.4K -254 -4%
MF
110
Meridian Financial
Massachusetts
$341K +$17.1K +300 +5%
HWM
111
HRC Wealth Management
Idaho
$336K +$28K +493 +9%
BAM
112
Belpointe Asset Management
Nevada
$330K – – –
BWA
113
BCU Wealth Advisors
Illinois
$322K +$853 +15 +0.3%
Citadel Advisors
114
Citadel Advisors
Florida
$319K – – –
KTM
115
Keeler Thomas Management
Utah
$260K -$190K -3,350 -41%
GT
116
Glenmede Trust
Pennsylvania
$247K +$256K +4,500 New
AAS
117
Ameritas Advisory Services
Nebraska
$242K +$29.3K +516 +13%
CF
118
Cyr Financial
Illinois
$226K -$584K -10,277 -71%
AWM
119
Ameliora Wealth Management
Switzerland
$194K – – –
MFG
120
Mendota Financial Group
Wisconsin
$192K – – –
UBS Group
121
UBS Group
Switzerland
$188K -$142K -2,494 -42%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$158K +$455 +8 +0.3%
Comerica Bank
123
Comerica Bank
Texas
$146K -$18M -316,490 -99%
Russell Investments Group
124
Russell Investments Group
United Kingdom
$111K -$57 -1 -0%
FFA
125
Farther Finance Advisors
California
$107K -$7.62K -134 -6%
2 3 4
5
6

DSTL Hedge Fund Activity: Q4 2024 in Review

139 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q4 2024, worth a combined $1.61B — up 1.5% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DSTL positions and 6 closed out — a net gain of 13 holders — while 51 added to existing stakes and 54 trimmed.

The largest buyer was Cerity Partners, adding an estimated $36.4M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $49.6M.

  • 139 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q4 2024, up from 129 in Q3 2024.
  • Funds reported $1.61B of Distillate US Fundamental Stability & Value ETF stock for Q4 2024, up 1.5% quarter-over-quarter.
  • 19 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q4 2024 and 6 closed out, a net change of +13 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q4 2024 was Cerity Partners, an estimated $36.4M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q4 2024 was CAPTRUST Financial Advisors, an estimated $49.6M sold.

Based on aggregated 13F filings for Q4 2024.