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Distillate US Fundamental Stability & Value ETF

7 hedge funds and large institutions have $13.9M invested in Distillate US Fundamental Stability & Value ETF in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding

Funds holding: 37 (+4)

3% less capital invested

Capital invested by funds: $14.3M → $13.9M (-$467K)

2.62% less ownership

Funds ownership: 23.97%21.34% (-2.6%)

Holders
7
Holders Change
+4
Holders Change %
+133.33%
% of All Funds
0.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1
Avantax Advisory Services
Texas
$11.3M +$560K +19,356 +4%
OA
2
Oxbow Advisors
Texas
$2.41M +$1.97M +68,256 +233%
CFA
3
Carroll Financial Associates
North Carolina
$83K +$97K +3,354 New
UBS Group
4
UBS Group
Switzerland
$73K +$85.2K +2,945 New
WQ
5
Wealth Quarterback
New Jersey
$13.9K
Osaic Holdings
6
Osaic Holdings
Arizona
$1K +$1.45K +50 New
Wells Fargo
7
Wells Fargo
California
+$29 +1 New

DSTL Hedge Fund Activity: Q1 2020 in Review

7 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q1 2020, worth a combined $13.9M — down 3.3% from $14.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DSTL positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Oxbow Advisors, adding an estimated $1.97M.

  • 7 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q1 2020, up from 3 in Q4 2019.
  • Funds reported $13.9M of Distillate US Fundamental Stability & Value ETF stock for Q1 2020, down 3.3% quarter-over-quarter.
  • 4 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q1 2020 and 0 closed out, a net change of +4 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q1 2020 was Oxbow Advisors, an estimated $1.97M added.

Based on aggregated 13F filings for Q1 2020.