We are live on ! Find out more
DSTL icon

Distillate US Fundamental Stability & Value ETF

107 hedge funds and large institutions have $1.23B invested in Distillate US Fundamental Stability & Value ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 25

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

21% more capital invested

Capital invested by funds: $1.02B → $1.23B (+$215M)

10% more funds holding

Funds holding: 97107 (+10)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1.28% more ownership

Funds ownership: 79.94%81.22% (+1.3%)

Holders
107
Holders Change
+10
Holders Change %
+10.31%
% of All Funds
1.56%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
20
Increased
52
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1
Carlson Capital Management
Minnesota
$353M +$6.2M +135,003 +2%
OFG
2
Oxford Financial Group
Indiana
$83.3M +$2.42M +52,745 +3%
MAM
3
Madison Asset Management
Wisconsin
$66.9M -$5.13M -111,544 -8%
APG
4
Abacus Planning Group
South Carolina
$60M +$4.61M +100,355 +9%
LPL Financial
5
LPL Financial
California
$44.5M -$131K -2,849 -0.3%
EWP
6
Engrave Wealth Partners
Texas
$41.3M +$629K +13,693 +2%
RCA
7
Resonant Capital Advisors
Wisconsin
$39.6M +$1.01M +22,063 +3%
AC
8
AlphaCore Capital
California
$37.7M +$15.1M +328,980 +76%
ODFS
9
O'Donnell Financial Services
California
$35M +$10.1M +219,132 +45%
SGCA
10
Steel Grove Capital Advisors
Tennessee
$32.2M -$79.1K -1,722 -0.3%
ACG
11
Allen Capital Group
Nebraska
$30M +$234K +5,089 +0.8%
SRC
12
Shufro Rose & Co
New York
$26.7M -$271K -5,896 -1%
JWM
13
Janiczek Wealth Management
Colorado
$25.5M +$1.71M +37,191 +8%
AAS
14
Avantax Advisory Services
Texas
$24.2M +$941K +20,470 +4%
RJA
15
Raymond James & Associates
Florida
$20.1M +$2.41M +52,397 +15%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$20.1M +$1.79M +38,935 +11%
SI
17
SimpliFi Inc
California
$18.9M
CA
18
Crumly & Associates
Illinois
$17.7M -$252K -5,480 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$17.6M +$16.4M +356,432 +112,795%
AFA
20
Arlington Financial Advisors
California
$17.5M -$2.59M -56,398 -14%
SAS
21
Sage Advisory Services
Texas
$13.6M +$12.6M +274,639 New
EFMC
22
Empire Financial Management Company
New York
$13.1M -$152K -3,302 -1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$11.4M +$2.52M +54,842 +31%
ICG
24
InterOcean Capital Group
Tennessee
$10.8M +$827K +17,991 +9%
LFAS
25
Level Four Advisory Services
Texas
$10.5M +$360K +7,838 +4%

DSTL Hedge Fund Activity: Q4 2023 in Review

107 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q4 2023, worth a combined $1.23B — up 21% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DSTL positions and 10 closed out — a net gain of 10 holders — while 52 added to existing stakes and 25 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $16.4M. The largest seller was Madison Asset Management, cutting an estimated $5.13M.

  • 107 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q4 2023, up from 97 in Q3 2023.
  • Funds reported $1.23B of Distillate US Fundamental Stability & Value ETF stock for Q4 2023, up 21% quarter-over-quarter.
  • 20 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q4 2023 and 10 closed out, a net change of +10 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q4 2023 was Royal Bank of Canada, an estimated $16.4M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q4 2023 was Madison Asset Management, an estimated $5.13M sold.

Based on aggregated 13F filings for Q4 2023.