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Distillate US Fundamental Stability & Value ETF

140 hedge funds and large institutions have $1.46B invested in Distillate US Fundamental Stability & Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 56 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

1% more funds holding

Funds holding: 139140 (+1)

2% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 56

1.55% less ownership

Funds ownership: 79.8%78.25% (-1.6%)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

9% less capital invested

Capital invested by funds: $1.61B → $1.46B (-$148M)

Holders
140
Holders Change
+1
Holders Change %
+0.72%
% of All Funds
1.88%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
12
Increased
55
Reduced
56
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1
Sequoia Financial Advisors
Ohio
$285M +$293M +5,261,045 New
OFG
2
Oxford Financial Group
Indiana
$88.4M +$239K +4,280 +0.3%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$78.7M +$18.8M +336,733 +30%
APG
4
Abacus Planning Group
South Carolina
$77.4M +$1.04M +18,603 +1%
MAM
5
Madison Asset Management
Wisconsin
$73M +$1.49M +26,768 +2%
LPL Financial
6
LPL Financial
California
$53.3M -$282K -5,064 -0.5%
AC
7
AlphaCore Capital
California
$51.7M +$53.1M +953,187 New
RCA
8
Resonant Capital Advisors
Wisconsin
$50.6M +$2.35M +42,231 +5%
AAS
9
Avantax Advisory Services
Texas
$41.9M +$1.18M +21,131 +3%
Raymond James Financial
10
Raymond James Financial
Florida
$38.6M -$10.7M -191,219 -21%
Cerity Partners
11
Cerity Partners
New York
$35.9M +$461K +8,280 +1%
PNC
12
Park National Corp
Ohio
$33.2M +$857K +15,381 +3%
SGCA
13
Steel Grove Capital Advisors
Tennessee
$32.3M -$512K -9,179 -2%
ACG
14
Allen Capital Group
Nebraska
$32.1M -$5.18M -92,967 -14%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$28.9M -$2.83M -50,858 -9%
ODFS
16
O'Donnell Financial Services
California
$25.7M -$181K -3,253 -0.7%
AFA
17
Arlington Financial Advisors
California
$24.9M +$418K +7,506 +2%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$22.5M +$466K +8,361 +2%
BI
19
Berkeley Inc
Idaho
$19.9M +$1.52M +27,208 +8%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$19.1M -$1.02M -18,231 -5%
CA
21
Crumly & Associates
Illinois
$18.8M +$579K +10,381 +3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$18.5M -$1.13M -20,236 -6%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$17.3M +$1.56M +27,937 +10%
Bank of America
24
Bank of America
North Carolina
$15M +$545K +9,787 +4%
LFAS
25
Level Four Advisory Services
Texas
$14.7M +$546K +9,790 +4%

DSTL Hedge Fund Activity: Q1 2025 in Review

140 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Distillate US Fundamental Stability & Value ETF (DSTL) for Q1 2025, worth a combined $1.46B — down 9.2% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DSTL positions and 6 closed out — a net gain of 6 holders — while 55 added to existing stakes and 56 trimmed.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $293M. The largest seller was Shufro Rose & Co, cutting an estimated $71.2M.

  • 140 institutional investors held Distillate US Fundamental Stability & Value ETF (DSTL) as of Q1 2025, up from 139 in Q4 2024.
  • Funds reported $1.46B of Distillate US Fundamental Stability & Value ETF stock for Q1 2025, down 9.2% quarter-over-quarter.
  • 12 funds opened new Distillate US Fundamental Stability & Value ETF positions in Q1 2025 and 6 closed out, a net change of +6 holders.
  • The largest Distillate US Fundamental Stability & Value ETF buyer in Q1 2025 was Sequoia Financial Advisors, an estimated $293M added.
  • The largest Distillate US Fundamental Stability & Value ETF seller in Q1 2025 was Shufro Rose & Co, an estimated $71.2M sold.

Based on aggregated 13F filings for Q1 2025.