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Distillate US Fundamental Stability & Value ETF

140 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, 55 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)

22% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 55

Holders
140
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
APA
101
Astoria Portfolio Advisors
New York
$284K
LWMI
102
Legacy Wealth Management (Idaho)
Idaho
$279K
CFG
103
Clayton Financial Group
Missouri
$274K
BAM
104
Belpointe Asset Management
Nevada
$271K
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$253K
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$249K
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$239K
DT
108
Diversified Trust
Tennessee
$237K
QCA
109
Quantify Chaos Advisors
New York
$230K
SRC
110
Shufro Rose & Co
New York
$211K
OWA
111
Opal Wealth Advisors
New York
$207K
GM
112
GeoWealth Management
Illinois
$205K
IA
113
Insight Advisors
Pennsylvania
$202K
MWM
114
Modera Wealth Management
New Jersey
$202K
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$126K
Russell Investments Group
116
Russell Investments Group
United Kingdom
$119K
Jones Financial Companies
117
Jones Financial Companies
Missouri
$109K
CAL
118
Capital Advisors Ltd
Ohio
$107K
TFG
119
Team Financial Group
California
$105K
SPIA
120
Steward Partners Investment Advisory
New York
$96.4K
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
$84.5K
NWM
122
Navigoe Wealth Management
California
$84K
MCM
123
MAI Capital Management
Ohio
$54.6K
ATC
124
Adirondack Trust Company
New York
$50K
GRP
125
Global Retirement Partners
California
$40.3K