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Distillate US Fundamental Stability & Value ETF

142 hedge funds and large institutions have $1.36B invested in Distillate US Fundamental Stability & Value ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1% more funds holding

Funds holding: 141142 (+1)

3.73% less ownership

Funds ownership: 79.71%75.98% (-3.7%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

8% less capital invested

Capital invested by funds: $1.47B → $1.36B (-$111M)

20% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 60

Holders
142
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
1.75%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.18%
New
14
Increased
48
Reduced
60
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
101
Sanctuary Advisors
Indiana
$302K -$14K -234 -4%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$295K +$48.7K +811 +19%
WP
103
Walleye Partners
Wisconsin
$287K +$7.74K +129 +3%
CFG
104
Clayton Financial Group
Missouri
$270K +$901 +15 +0.3%
LWMI
105
Legacy Wealth Management (Idaho)
Idaho
$266K -$8.4K -140 -3%
BAM
106
Belpointe Asset Management
Nevada
$266K
Creative Planning
107
Creative Planning
Kansas
$256K +$266K +4,428 New
IA
108
Insight Advisors
Pennsylvania
$253K +$56.3K +938 +27%
QCA
109
Quantify Chaos Advisors
New York
$226K +$720 +12 +0.3%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$222K -$12.6K -210 -5%
Bank of America
111
Bank of America
North Carolina
$222K -$308K -5,131 -57%
Jane Street
112
Jane Street
New York
$210K -$349K -5,821 -62%
OWA
113
Opal Wealth Advisors
New York
$207K +$3.9K +65 +2%
GM
114
GeoWealth Management
Illinois
$197K -$4.62K -77 -2%
TFG
115
Team Financial Group
California
$158K +$57.2K +952 +54%
Russell Investments Group
116
Russell Investments Group
United Kingdom
$117K +$360 +6 +0.3%
SPIA
117
Steward Partners Investment Advisory
New York
$94.8K
NWM
118
Navigoe Wealth Management
California
$82K
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$76.2K +$72.4K +1,206 +1,096%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$52K -$74.4K -1,240 -58%
OA
121
Operose Advisors
Wisconsin
$39.4K
OC
122
Oakworth Capital
Alabama
$38.9K
ATC
123
Adirondack Trust Company
New York
$38.5K -$11K -184 -22%
MCM
124
MAI Capital Management
Ohio
$38.1K -$16.1K -268 -29%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$36.2K