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Distillate US Fundamental Stability & Value ETF

141 hedge funds and large institutions have $1.47B invested in Distillate US Fundamental Stability & Value ETF in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 56 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

11% more funds holding

Funds holding: 127141 (+14)

2% more capital invested

Capital invested by funds: $1.45B → $1.47B (+$22.6M)

0.92% more ownership

Funds ownership: 78.79%79.71% (+0.92%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

23% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 56

Holders
141
Holders Change
+14
Holders Change %
+11.02%
% of All Funds
1.71%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.19%
New
27
Increased
43
Reduced
56
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
101
Walleye Partners
Wisconsin
$284K +$280K +4,824 New
APA
102
Astoria Portfolio Advisors
New York
$284K +$25.6K +440 +10%
LWMI
103
Legacy Wealth Management (Idaho)
Idaho
$279K +$13.8K +238 +5%
CFG
104
Clayton Financial Group
Missouri
$274K +$871 +15 +0.3%
BAM
105
Belpointe Asset Management
Nevada
$271K -$33K -568 -11%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$253K +$249K +4,290 New
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$249K +$10.4K +179 +4%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$239K -$15.7K -270 -6%
DT
109
Diversified Trust
Tennessee
$237K
QCA
110
Quantify Chaos Advisors
New York
$230K +$226K +3,898 New
SRC
111
Shufro Rose & Co
New York
$211K -$131K -2,257 -39%
OWA
112
Opal Wealth Advisors
New York
$207K +$204K +3,513 New
GM
113
GeoWealth Management
Illinois
$205K -$134K -2,306 -40%
IA
114
Insight Advisors
Pennsylvania
$202K +$199K +3,433 New
MWM
115
Modera Wealth Management
New Jersey
$202K +$199K +3,432 New
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$126K -$18.6K -320 -13%
Russell Investments Group
117
Russell Investments Group
United Kingdom
$119K -$174 -3 -0.1%
Jones Financial Companies
118
Jones Financial Companies
Missouri
$109K +$108K +1,859 New
CAL
119
Capital Advisors Ltd
Ohio
$107K
TFG
120
Team Financial Group
California
$105K +$43.6K +751 +73%
SPIA
121
Steward Partners Investment Advisory
New York
$96.4K
CIBC Private Wealth Group
122
CIBC Private Wealth Group
Georgia
$84.5K +$83.3K +1,434 New
NWM
123
Navigoe Wealth Management
California
$84K
MCM
124
MAI Capital Management
Ohio
$54.6K -$6.85K -118 -11%
ATC
125
Adirondack Trust Company
New York
$50K