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Distillate Small/Mid Cash Flow ETF

25 hedge funds and large institutions have $61M invested in Distillate Small/Mid Cash Flow ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 1 closing their positions.

Holders
25
Holders Change
+12
Holders Change %
+92.31%
% of All Funds
0.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
7
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CA
1
Crumly & Associates
Illinois
$11.8M 339,892 -8,350 -2%
KCM
2
Kathmere Capital Management
Pennsylvania
$10.9M 313,512 +313,512 New
RCA
3
Resonant Capital Advisors
Wisconsin
$9.15M 263,641 +263,641 New
BI
4
Berkeley Inc
Idaho
$8.29M 238,692 +238,692 New
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$5.96M 171,548 +2,410 +1%
PCM
6
Perritt Capital Management
Illinois
$4.15M 119,563 +4,741 +4%
AP
7
Aspect Partners
Virginia
$3.17M 91,210 +61,554 +208%
MAM
8
Madison Asset Management
Wisconsin
$1.8M 51,967
GS
9
GTS Securities
New York
$922K 26,564 +12,120 +84%
AAS
10
Ameritas Advisory Services
Nebraska
$788K 22,691 +6,816 +43%
AFP
11
Ausdal Financial Partners
Iowa
$763K 21,986 +21,986 New
HighTower Advisors
12
HighTower Advisors
Illinois
$644K 18,605 +18,605 New
OA
13
Oxbow Advisors
Texas
$528K 15,195 +15,195 New
LPL Financial
14
LPL Financial
California
$482K 13,886 -3,588 -21%
TFM
15
Trademark Financial Management
Minnesota
$436K 12,556 +12,556 New
Citadel Advisors
16
Citadel Advisors
Florida
$289K 8,335 +8,335 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$275K 7,933 +796 +11%
AWM
18
Accurate Wealth Management
Florida
$253K 7,071 +7,071 New
WIP
19
WealthCare Investment Partners
Rhode Island
$220K 6,336 -783 -11%
OCM
20
Orion Capital Management
California
$93.1K 2,681
US Bancorp
21
US Bancorp
Minnesota
$61K 1,758 +1,758 New
CWC
22
Carolinas Wealth Consulting
North Carolina
$50.5K 1,455 +93 +7%
OWA
23
Opal Wealth Advisors
New York
$5.73K 165 +165 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$521 15 +15 New
UBS Group
25
UBS Group
Switzerland
$139 4 +4 New