Distillate International Fundamental Stability & Value ETF
DSTX
10 hedge funds and large institutions have $21.7M invested in Distillate International Fundamental Stability & Value ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 4 closing their positions.
3% more capital invested
Capital invested by funds: $21.1M → $21.7M (+$571K)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0.98% less ownership
Funds ownership: 55.64% → 54.66% (-0.98%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$443K |
| 2 |
CA
Crumly & Associates
Springfield,
Illinois
|
+$223K |
| 3 |
WIP
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
+$206K |
| 4 |
Morgan Stanley
New York
|
+$31 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$426K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$326K |
| 3 |
GS
GTS Securities
New York
|
-$229K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$180K |
| 5 |
Rockefeller Capital Management
New York
|
-$173K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
1
Crumly & Associates
Springfield,
Illinois
| $13.9M | +$223K | +7,178 | +2% |
|
|
EFMC
2
Empire Financial Management Company
New York
| $4.19M | -$112K | -3,603 | -3% |
|
|
3
Rockefeller Capital Management
New York
| $2.27M | -$173K | -5,565 | -7% |
|
|
4
Focus Partners Wealth
Boston,
Massachusetts
| $452K | +$443K | +14,249 | New |
|
|
SFA
5
Sequoia Financial Advisors
Akron,
Ohio
| $323K | – | – | – |
|
|
QCA
6
Quantify Chaos Advisors
Brooklyn,
New York
| $227K | +$223K | +7,168 | New |
|
|
WIP
7
WealthCare Investment Partners
Portsmouth,
Rhode Island
| $211K | +$206K | +6,623 | New |
|
8
JP Morgan Chase
New York
| $35K | – | – | – |
|
|
AC
9
AlphaCore Capital
La Jolla,
California
| $34K | – | – | – |
|
|
10
Morgan Stanley
New York
| $50 | +$31 | +1 | New |
|
|
11
Kovitz Investment Group Partners
Chicago,
Illinois
| – | -$426K | -14,042 | Closed |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$326K | -10,754 | Closed |
|
|
GS
13
GTS Securities
New York
| – | -$229K | -7,548 | Closed |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$180K | -5,944 | Closed |
|
DSTX Hedge Fund Activity: Q4 2025 in Review
10 of the 8,238 institutional investors tracked by Wall St. Rank reported a position in Distillate International Fundamental Stability & Value ETF (DSTX) for Q4 2025, worth a combined $21.7M — up 2.7% from $21.1M a quarter earlier.
Fund positioning in DSTX was balanced in Q4 2025: 4 funds opened new positions, 4 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $443K. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $426K sold.
- 10 institutional investors held Distillate International Fundamental Stability & Value ETF (DSTX) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $21.7M of Distillate International Fundamental Stability & Value ETF stock for Q4 2025, up 2.7% quarter-over-quarter.
- 4 funds opened new Distillate International Fundamental Stability & Value ETF positions in Q4 2025 and 4 closed out, a net change of 0 holders.
- The largest Distillate International Fundamental Stability & Value ETF buyer in Q4 2025 was Focus Partners Wealth, an estimated $443K added.
- The largest Distillate International Fundamental Stability & Value ETF seller in Q4 2025 was Kovitz Investment Group Partners, an estimated $426K sold.
Based on aggregated 13F filings for Q4 2025.