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Distillate US Fundamental Stability & Value ETF

136 hedge funds and large institutions have $1.4B invested in Distillate US Fundamental Stability & Value ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

21% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 61

Holders
136
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
101
Citadel Advisors
Florida
$304K
LWMI
102
Legacy Wealth Management (Idaho)
Idaho
$299K
LIS
103
Legacy Investment Solutions
Idaho
$299K
BAM
104
Belpointe Asset Management
Nevada
$286K
HF
105
HRT Financial
New York
$283K
UBS Group
106
UBS Group
Switzerland
$258K
CFG
107
Clayton Financial Group
Missouri
$256K
TSS
108
Two Sigma Securities
New York
$254K
OPWM
109
Oregon Pacific Wealth Management
Oregon
$236K
GWM
110
Geneos Wealth Management
Colorado
$202K
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$201K
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$198K
OWA
113
Opal Wealth Advisors
New York
$170K
AAS
114
Ameritas Advisory Services
Nebraska
$144K
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$136K
SWM
116
Spire Wealth Management
Virginia
$114K
Russell Investments Group
117
Russell Investments Group
United Kingdom
$112K
EWA
118
EverSource Wealth Advisors
Alabama
$90.9K
SPIA
119
Steward Partners Investment Advisory
New York
$90.1K
BlackRock
120
BlackRock
New York
$65.6K
ATC
121
Adirondack Trust Company
New York
$47K
AF
122
Allworth Financial
California
$38.8K
OA
123
Operose Advisors
Wisconsin
$37.7K
VWM
124
Vermillion Wealth Management
Minnesota
$37.2K
OC
125
Oakworth Capital
Alabama
$37.2K