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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

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
Holders Change %
% of All Funds
Holding in Top 10
16
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
WP
101
Walleye Partners
Wisconsin
$284K
APA
102
Astoria Portfolio Advisors
New York
$284K
LWMI
103
Legacy Wealth Management (Idaho)
Idaho
$279K
CFG
104
Clayton Financial Group
Missouri
$274K
BAM
105
Belpointe Asset Management
Nevada
$271K
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$253K
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$249K
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$239K
DT
109
Diversified Trust
Tennessee
$237K
QCA
110
Quantify Chaos Advisors
New York
$230K
SRC
111
Shufro Rose & Co
New York
$211K
OWA
112
Opal Wealth Advisors
New York
$207K
GM
113
GeoWealth Management
Illinois
$205K
IA
114
Insight Advisors
Pennsylvania
$202K
MWM
115
Modera Wealth Management
New Jersey
$202K
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$126K
Russell Investments Group
117
Russell Investments Group
United Kingdom
$119K
Jones Financial Companies
118
Jones Financial Companies
Missouri
$109K
CAL
119
Capital Advisors Ltd
Ohio
$107K
TFG
120
Team Financial Group
California
$105K
SPIA
121
Steward Partners Investment Advisory
New York
$96.4K
CIBC Private Wealth Group
122
CIBC Private Wealth Group
Georgia
$84.5K
NWM
123
Navigoe Wealth Management
California
$84K
MCM
124
MAI Capital Management
Ohio
$54.6K
ATC
125
Adirondack Trust Company
New York
$50K