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Distillate US Fundamental Stability & Value ETF

137 hedge funds and large institutions have $1.4B invested in Distillate US Fundamental Stability & Value ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $1.46B → $1.4B (-$64.5M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 140137 (-3)

2.73% less ownership

Funds ownership: 78.25%75.51% (-2.7%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

20% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 61

Holders
137
Holders Change
-3
Holders Change %
-2.14%
% of All Funds
1.8%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
14
Increased
49
Reduced
61
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
126
Vermillion Wealth Management
Minnesota
$37.2K
CWM
127
Centricity Wealth Management
Ohio
$35.4K
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$34.6K +$33.3K +626 New
CA
129
Clearstead Advisors
Ohio
$25.1K +$2.23K +42 +10%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$20.9K -$49.4K -930 -71%
AssetMark Inc
131
AssetMark Inc
California
$12K -$8.4K -158 -42%
FFA
132
Farther Finance Advisors
California
$8.53K -$36.8K -693 -82%
William Blair & Company
133
William Blair & Company
Illinois
$4.52K +$53 +1 +1%
Simplex Trading
134
Simplex Trading
Illinois
$4K +$478 +9 +12%
AWM
135
AE Wealth Management
Kansas
$3.93K
GIA
136
GHP Investment Advisors
Colorado
$3.32K
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.71K +51 New
Wells Fargo
138
Wells Fargo
California
$840 -$6.81M -128,135 -100%
Bank of New York Mellon
139
Bank of New York Mellon
New York
-$18.5M -341,899 Closed
FA
140
FDx Advisors
Illinois
-$4.12M -75,960 Closed
Envestnet Portfolio Solutions
141
Envestnet Portfolio Solutions
Illinois
-$3.33M -61,418 Closed
ACM
142
Avalon Capital Management
California
-$1.02M -18,890 Closed
AWS
143
Atria Wealth Solutions
New York
-$1.01M -18,533 Closed
CWC
144
Carolinas Wealth Consulting
North Carolina
-$520K -9,594 Closed
USCWA
145
U.S. Capital Wealth Advisors
Texas
-$458K -8,440 Closed
HR
146
Hardy Reed
Mississippi
-$396K -7,310 Closed
AIM
147
Aspen Investment Management
Michigan
-$275K -5,062 Closed
CF
148
Cyr Financial
Illinois
-$221K -4,080 Closed
AWM
149
Ameliora Wealth Management
Switzerland
-$192K -3,532 Closed
Comerica Bank
150
Comerica Bank
Texas
-$147K -2,713 Closed

DSTL Hedge Fund Activity: Q2 2025 in Review

137 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q2 2025, worth a combined $1.4B — down 4.4% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of DSTL and 14 opened new positions — a net loss of 1 holder — while 61 trimmed existing stakes and 49 added.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $42.9M. The largest seller was Park National Corp, cutting an estimated $29.7M.

  • 137 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q2 2025, down from 140 in Q1 2025.
  • Funds reported $1.4B of Distillate US Fundamental Stability & Value ETF stock for Q2 2025, down 4.4% quarter-over-quarter.
  • 14 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q2 2025 and 15 closed out, a net change of -1 holder.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $42.9M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q2 2025 was Park National Corp, an estimated $29.7M sold.

Based on aggregated 13F filings for Q2 2025.