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Distillate US Fundamental Stability & Value ETF
DSTL

Overview Fund Activity

77 hedge funds and large institutions have $769M invested in Distillate US Fundamental Stability & Value ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.23%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.18%
New
14
Increased
38
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
AlphaCore Capital
California
$14.2M
2
ICG
InterOcean Capital Group
Tennessee
$16.7M
3
CCM
Carlson Capital Management
Minnesota
$292M
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$14.4M
5
APG
Abacus Planning Group
South Carolina
$42.1M

Top Sellers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$6.11M
2
MAM
Madison Asset Management
Wisconsin
$51.5M
3
Stifel Financial
Stifel Financial
Missouri
$3.09M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$487K
5
HKIMG
Hutchens & Kramer Investment Management Group
Indiana
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
26
Orion Capital Management
California
$4.06M +$223K +5,162 +6%
OPA
27
Old Port Advisors
Maine
$3.57M +$1.17M +27,223 +49%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.54M +$900K +20,873 +34%
Stifel Financial
29
Stifel Financial
Missouri
$3.09M -$1.45M -33,547 -32%
AF
30
Apexium Financial
Texas
$2.7M +$592K +13,727 +28%
HA
31
Herold Advisors
New York
$2.22M +$25.2K +584 +1%
CA
32
Cetera Advisors
Colorado
$2.09M +$61.9K +1,434 +3%
TFS
33
Thoroughbred Financial Services
Tennessee
$1.66M +$549K +12,717 +49%
ASN
34
Advisory Services Network
Georgia
$1.57M +$253K +5,863 +19%
MOS
35
MGO One Seven
Ohio
$1.48M +$666K +15,425 +81%
AWM
36
AE Wealth Management
Kansas
$1.21M -$43.7K -1,013 -3%
RWPA
37
Richard W. Paul & Associates
Michigan
$1.19M -$23.5K -544 -2%
DWM
38
Darwin Wealth Management
Florida
$1.12M -$514K -11,841 -31%
BCI
39
Brinker Capital Investments
Pennsylvania
$1.11M +$1.11M +25,774 New
OPS
40
Orion Portfolio Solutions
Nebraska
$1.11M +$1.11M +25,774 New
AFP
41
Ausdal Financial Partners
Iowa
$1.11M +$36K +834 +3%
HKIMG
42
Hutchens & Kramer Investment Management Group
Indiana
$1.04M -$713K -16,533 -41%
RCAG
43
Rehmann Capital Advisory Group
Michigan
$1.03M +$30.2K +699 +3%
AWS
44
Atria Wealth Solutions
New York
$762K +$3.02K +70 +0.4%
Cerity Partners
45
Cerity Partners
New York
$742K +$1.12K +26 +0.2%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$738K -$32.9K -762 -4%
FA
47
Fermata Advisors
California
$718K +$32.4K +752 +5%
MML Investors Services
48
MML Investors Services
Massachusetts
$577K +$1.12K +26 +0.2%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$487K -$1.07M -24,904 -69%
WIP
50
WealthCare Investment Partners
Rhode Island
$475K +$1.47K +34 +0.3%
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