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Distillate US Fundamental Stability & Value ETF
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Overview Fund Activity

126 hedge funds and large institutions have $1.39B invested in Distillate US Fundamental Stability & Value ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+7
Holders Change %
+5.88%
% of All Funds
1.83%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
21
Increased
70
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$59.2M
2
PNC
2
Park National Corp
Ohio
$23.8M
3
BI
3
Berkeley Inc
Idaho
$16.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.2M
5
LWMI
5
Landmark Wealth Management (Illinois)
Illinois
$11.7M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
MAM
2
Madison Asset Management
Wisconsin
$53.1M
3
FEG
3
Financial Enhancement Group
Indiana
$3.04M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SGCA
5
Steel Grove Capital Advisors
Tennessee
$32.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
26
Berkeley Inc
Idaho
$16.1M +$16.1M +312,465 New
LFAS
27
Level Four Advisory Services
Texas
$14M +$2.78M +54,077 +25%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$12.8M +$692K +13,473 +6%
EFMC
29
Empire Financial Management Company
New York
$12.2M -$1.28M -24,976 -9%
LWMI
30
Landmark Wealth Management (Illinois)
Illinois
$11.7M +$11.7M +226,911 New
SI
31
SimpliFi Inc
California
$10.9M -$93.7K -1,824 -0.9%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$10.5M +$10.5M +204,091 New
OA
33
Oxbow Advisors
Texas
$10.2M +$339K +6,606 +3%
HighTower Advisors
34
HighTower Advisors
Illinois
$10.1M +$328K +6,380 +3%
AF
35
Apexium Financial
Texas
$8.78M +$1.29M +25,007 +17%
EH
36
Equitable Holdings
New York
$7.79M +$287K +5,583 +4%
OCM
37
Orion Capital Management
California
$7.68M +$412K +8,012 +6%
OPA
38
Old Port Advisors
Maine
$7.67M +$746K +14,525 +11%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$6.68M -$203K -3,955 -3%
GIA
40
Gladstone Institutional Advisory
Florida
$6.45M -$246K -4,790 -4%
Wells Fargo
41
Wells Fargo
California
$6.35M +$1.02M +19,819 +19%
PCM
42
Perritt Capital Management
Illinois
$6.35M +$268K +5,216 +4%
HA
43
Herold Advisors
New York
$5.77M +$475K +9,250 +9%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$4.17M -$87.6K -1,704 -2%
FA
45
FDx Advisors
Illinois
$4.17M +$491K +9,556 +13%
MOS
46
MGO One Seven
Ohio
$3.75M +$723K +14,072 +24%
FEG
47
Financial Enhancement Group
Indiana
$3.04M -$3.43M -63,358 -53%
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$3M +$54.2K +1,055 +2%
CFG
49
Clayton Financial Group
Missouri
$2.98M +$422K +7,824 +17%
ASN
50
Advisory Services Network
Georgia
$2.8M +$153K +2,980 +6%
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