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Distillate Small/Mid Cash Flow ETF

28 hedge funds and large institutions have $68M invested in Distillate Small/Mid Cash Flow ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
17
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KCM
1
Kathmere Capital Management
Pennsylvania
$13.8M +$769K +22,009 +6%
RCA
2
Resonant Capital Advisors
Wisconsin
$10.1M +$380K +10,866 +4%
BI
3
Berkeley Inc
Idaho
$6.67M -$4.76M -136,094 -42%
CA
4
Crumly & Associates
Illinois
$6.35M -$437K -12,513 -6%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$6.32M +$283K +8,091 +5%
PCM
6
Perritt Capital Management
Illinois
$4.46M +$130K +3,708 +3%
AP
7
Aspect Partners
Virginia
$4.34M +$172K +4,907 +4%
LPL Financial
8
LPL Financial
California
$2.17M +$300K +8,573 +16%
MAM
9
Madison Asset Management
Wisconsin
$2.11M +$155K +4,438 +8%
MIA
10
Madison Investment Advisors
Wisconsin
$2.11M +$2.11M +60,481 New
HighTower Advisors
11
HighTower Advisors
Illinois
$1.68M +$353K +10,098 +27%
AFP
12
Ausdal Financial Partners
Iowa
$978K +$34.2K +979 +4%
AAS
13
Ameritas Advisory Services
Nebraska
$977K -$1.08K -31 -0.1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$830K +$189K +5,418 +30%
Citadel Advisors
15
Citadel Advisors
Florida
$789K -$28.1K -804 -3%
OA
16
Oxbow Advisors
Texas
$786K +$87.8K +2,511 +13%
GVCM
17
Global View Capital Management
Wisconsin
$615K +$615K +17,633 New
LIS
18
Legacy Investment Solutions
Idaho
$565K -$71.8K -2,085 -11%
LWMI
19
Legacy Wealth Management (Idaho)
Idaho
$565K -$71.8K -2,085 -11%
AWM
20
Accurate Wealth Management
Florida
$493K +$26K +750 +6%
Kovitz Investment Group Partners
21
Kovitz Investment Group Partners
Illinois
$383K +$50.5K +1,444 +15%
APG
22
Abacus Planning Group
South Carolina
$271K +$70.1K +2,006 +35%
WIP
23
WealthCare Investment Partners
Rhode Island
$223K +$1.05K +30 +0.5%
PNC
24
Park National Corp
Ohio
$222K +$9.61K +275 +5%
US Bancorp
25
US Bancorp
Minnesota
$61.4K