We are live on ! Find out more
DSTL icon

Distillate US Fundamental Stability & Value ETF

139 hedge funds and large institutions have $1.61B invested in Distillate US Fundamental Stability & Value ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

8% more funds holding

Funds holding: 129139 (+10)

2.72% more ownership

Funds ownership: 77.08%79.8% (+2.7%)

2% more capital invested

Capital invested by funds: $1.59B → $1.61B (+$24.6M)

6% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 54

Holders
139
Holders Change
+10
Holders Change %
+7.75%
% of All Funds
1.83%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
19
Increased
51
Reduced
54
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
126
Geneos Wealth Management
Colorado
$103K
SWM
127
Spire Wealth Management
Virginia
$82.4K
BlackRock
128
BlackRock
New York
$65.1K +$67.4K +1,185 New
AF
129
Allworth Financial
California
$57.1K -$50.4K -887 -47%
OC
130
Oakworth Capital
Alabama
$36.9K
CWM
131
Centricity Wealth Management
Ohio
$35.1K +$36.3K +639 New
QCG
132
Quadrant Capital Group
Ohio
$24.9K
CA
133
Clearstead Advisors
Ohio
$22.6K +$4.43K +78 +23%
AssetMark Inc
134
AssetMark Inc
California
$13.3K
William Blair & Company
135
William Blair & Company
Illinois
$4.46K
GRP
136
Global Retirement Partners
California
$3.96K +$4.09K +72 New
AWM
137
AE Wealth Management
Kansas
$3.9K +$4.04K +71 New
GIA
138
GHP Investment Advisors
Colorado
$3.3K
PA
139
PSI Advisors
Florida
$1.92K
EWA
140
EverSource Wealth Advisors
Alabama
$1.59K -$27.1K -477 -94%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
-$678K -11,985 Closed
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
-$423K -7,449 Closed
TI
143
Tidal Investments
Wisconsin
-$272K -4,799 Closed
NS
144
NBC Securities
Alabama
-$31K -557 Closed
APC
145
Aspire Private Capital
North Carolina
-$31K -547 Closed
Fidelity Investments
146
Fidelity Investments
Massachusetts
-$57 -1 Closed

DSTL Hedge Fund Activity: Q4 2024 in Review

139 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q4 2024, worth a combined $1.61B — up 1.5% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DSTL positions and 6 closed out — a net gain of 13 holders — while 51 added to existing stakes and 54 trimmed.

The largest buyer was Cerity Partners, adding an estimated $36.4M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $49.6M.

  • 139 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q4 2024, up from 129 in Q3 2024.
  • Funds reported $1.61B of Distillate US Fundamental Stability & Value ETF stock for Q4 2024, up 1.5% quarter-over-quarter.
  • 19 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q4 2024 and 6 closed out, a net change of +13 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q4 2024 was Cerity Partners, an estimated $36.4M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q4 2024 was CAPTRUST Financial Advisors, an estimated $49.6M sold.

Based on aggregated 13F filings for Q4 2024.