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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
OSAM
126
O'Shaughnessy Asset Management
Connecticut
$34.2K -$218K -3,638 -86%
VWM
127
Vermillion Wealth Management
Minnesota
$26.9K -$3.12K -52 -10%
UBS AM
128
UBS AM
Illinois
$26.6K +$27.6K +460 New
QCG
129
Quadrant Capital Group
Ohio
$26.2K
B
130
Bayban
Minnesota
$19K +$19.8K +329 New
Fidelity Investments
131
Fidelity Investments
Massachusetts
$14.6K +$60 +1 +0.4%
FFA
132
Founders Financial Alliance
North Carolina
$14.3K +$14.9K +248 New
SWM
133
Spire Wealth Management
Virginia
$12.8K -$11.6K -194 -47%
AssetMark Inc
134
AssetMark Inc
California
$12.5K
PWPS
135
Pinnacle Wealth Planning Services
Ohio
$11.6K
RWPA
136
Richard W. Paul & Associates
Michigan
$8.68K
SIS
137
Sound Income Strategies
Florida
$5.98K +$6.18K +103 New
VAI
138
Vanguard Advisers Inc
Pennsylvania
$4.69K +$4.86K +81 New
IW
139
Imprint Wealth
South Carolina
$3.76K
AWM
140
AE Wealth Management
Kansas
$3.67K
GIA
141
GHP Investment Advisors
Colorado
$3.47K
GI
142
GAMMA Investing
California
$116
Wells Fargo
143
Wells Fargo
California
$32 -$4.5K -75 -99%
AF
144
Allworth Financial
California
$28
FFA
145
Farther Finance Advisors
California
$3
GIA
146
Gladstone Institutional Advisory
Florida
-$7.52M -127,673 Closed
AWM
147
Axxcess Wealth Management
California
-$4.81M -81,591 Closed
Two Sigma Investments
148
Two Sigma Investments
New York
-$2.83M -48,000 Closed
FCH
149
Freestone Capital Holdings
Washington
-$850K -14,425 Closed
SSA
150
Sierra Summit Advisors
Nevada
-$808K -13,723 Closed