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Distillate US Fundamental Stability & Value ETF
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Overview Fund Activity

129 hedge funds and large institutions have $1.59B invested in Distillate US Fundamental Stability & Value ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.87%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
13
Increased
58
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAM
1
Madison Asset Management
Wisconsin
$80.3M
2
BI
2
Berkeley Inc
Idaho
$36.5M
3
GM
3
GeoWealth Management
Illinois
$17.5M
4
Bank of America
4
Bank of America
North Carolina
$7.76M
5
CCM
5
Carlson Capital Management
Minnesota
$311M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$0
2
CA
2
Crumly & Associates
Illinois
$17.2M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$63.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.95M
5
SGCA
5
Steel Grove Capital Advisors
Tennessee
$34.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Crumly & Associates
Illinois
$17.2M -$2.02M -35,660 -11%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$16M +$1.94M +34,116 +14%
LFAS
28
Level Four Advisory Services
Texas
$14.6M -$507K -9,141 -3%
EFMC
29
Empire Financial Management Company
New York
$14.1M +$622K +10,968 +5%
LWMI
30
Landmark Wealth Management (Illinois)
Illinois
$13.9M +$1M +17,700 +8%
OA
31
Oxbow Advisors
Texas
$12.2M +$1.01M +17,724 +9%
SI
32
SimpliFi Inc
California
$11.6M -$404K -7,127 -3%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$11.6M +$1.82K +32 +0%
HighTower Advisors
34
HighTower Advisors
Illinois
$11M -$125K -2,207 -1%
AF
35
Apexium Financial
Texas
$10.9M +$1.17M +20,602 +12%
OCM
36
Orion Capital Management
California
$9.63M +$1.15M +20,307 +14%
OPA
37
Old Port Advisors
Maine
$9.13M +$661K +11,650 +8%
EH
38
Equitable Holdings
New York
$8.7M +$100K +1,762 +1%
Wells Fargo
39
Wells Fargo
California
$8.15M +$1.14M +20,103 +16%
Bank of America
40
Bank of America
North Carolina
$7.76M +$6.81M +120,015 +714%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$7.24M -$140K -2,474 -2%
PCM
42
Perritt Capital Management
Illinois
$7.07M +$67.8K +1,195 +1%
GIA
43
Gladstone Institutional Advisory
Florida
$7.02M -$98.8K -1,742 -1%
FHA
44
Flagship Harbor Advisors
Massachusetts
$6.54M +$6.54M +115,334 New
HA
45
Herold Advisors
New York
$5.82M -$540K -9,525 -8%
FA
46
FDx Advisors
Illinois
$4.58M -$20.1K -355 -0.4%
DWM
47
Darwin Wealth Management
Florida
$4.37M +$3.31M +58,414 +314%
CFG
48
Clayton Financial Group
Missouri
$4.13M +$998K +17,589 +32%
MOS
49
MGO One Seven
Ohio
$3.47M -$671K -11,829 -16%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$3.28M -$30.4K -536 -0.9%
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