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Distillate US Fundamental Stability & Value ETF

127 hedge funds and large institutions have $1.45B invested in Distillate US Fundamental Stability & Value ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

19% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 54

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$47.8M
2 +$19.8M
3 +$8.42M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.43M
5
LI
LRI Investments
Florida
+$2.34M

Top Sellers

1 -$13M
2 -$11.3M
3 -$4.38M
4
OFG
Oxford Financial Group
Indiana
-$3.08M
5
LPL Financial
LPL Financial
California
-$2.72M
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
101
Two Sigma Securities
New York
$219K
DG
102
DMC Group
Alabama
$201K
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$143K
Russell Investments Group
104
Russell Investments Group
United Kingdom
$117K
CAL
105
Capital Advisors Ltd
Ohio
$105K
EWA
106
EverSource Wealth Advisors
Alabama
$95.2K
SPIA
107
Steward Partners Investment Advisory
New York
$94.9K
SWM
108
Spire Wealth Management
Virginia
$94.7K
NWM
109
Navigoe Wealth Management
California
$82K
AAS
110
Ameritas Advisory Services
Nebraska
$78.5K
MCM
111
MAI Capital Management
Ohio
$60.6K
TFG
112
Team Financial Group
California
$59.5K
ATC
113
Adirondack Trust Company
New York
$49.2K
Wells Fargo
114
Wells Fargo
California
$44.4K
OA
115
Operose Advisors
Wisconsin
$39.5K
OC
116
Oakworth Capital
Alabama
$38.9K
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$36.3K
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$33K
VWM
119
Vermillion Wealth Management
Minnesota
$32.9K
QCG
120
Quadrant Capital Group
Ohio
$26.3K
RFP
121
Root Financial Partners
California
$21.2K
Fidelity Investments
122
Fidelity Investments
Massachusetts
$15.6K
AssetMark Inc
123
AssetMark Inc
California
$12.5K
Simplex Trading
124
Simplex Trading
Illinois
$7K
IW
125
Imprint Wealth
South Carolina
$6.72K