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Distillate US Fundamental Stability & Value ETF
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Overview Fund Activity

139 hedge funds and large institutions have $1.61B invested in Distillate US Fundamental Stability & Value ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+10
Holders Change %
+7.75%
% of All Funds
1.85%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
19
Increased
51
Reduced
54
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$35.9M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$18.5M
3
SRC
3
Shufro Rose & Co
New York
$70.5M
4
Bank of America
4
Bank of America
North Carolina
$14.6M
5
WC
5
Weil Company
California
$5.35M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$13.7M
2
SAS
2
Sage Advisory Services
Texas
$9.73M
3
Comerica Bank
3
Comerica Bank
Texas
$146K
4
BI
4
Berkeley Inc
Idaho
$18.6M
5
CCM
5
Carlson Capital Management
Minnesota
$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$14.6M +$7.11M +129,440 +95%
LFAS
27
Level Four Advisory Services
Texas
$14.4M -$106K -1,928 -0.7%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$13.7M -$47.9M -872,814 -78%
EFMC
29
Empire Financial Management Company
New York
$13.7M -$11.7K -213 -0.1%
GM
30
GeoWealth Management
Illinois
$13.6M -$3.42M -62,290 -20%
LWMI
31
Landmark Wealth Management (Illinois)
Illinois
$12.6M -$845K -15,389 -6%
OA
32
Oxbow Advisors
Texas
$11.9M +$86.8K +1,581 +0.7%
HighTower Advisors
33
HighTower Advisors
Illinois
$11.8M +$1.15M +20,942 +11%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$11.2M +$17.4K +316 +0.2%
AF
35
Apexium Financial
Texas
$11.2M +$702K +12,776 +7%
SI
36
SimpliFi Inc
California
$11.1M -$116K -2,107 -1%
SAS
37
Sage Advisory Services
Texas
$9.73M -$18.2M -331,542 -65%
OCM
38
Orion Capital Management
California
$9.23M -$97.7K -1,779 -1%
OPA
39
Old Port Advisors
Maine
$9.16M +$322K +5,868 +4%
EH
40
Equitable Holdings
New York
$8.55M +$121K +2,210 +1%
Wells Fargo
41
Wells Fargo
California
$7.4M -$488K -8,881 -6%
SCM
42
Sunbeam Capital Management
Georgia
$7.25M +$7.25M +132,005 New
PCM
43
Perritt Capital Management
Illinois
$7.22M +$373K +6,791 +5%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$6.83M -$179K -3,250 -3%
GIA
45
Gladstone Institutional Advisory
Florida
$6.57M -$235K -4,271 -3%
HA
46
Herold Advisors
New York
$5.52M -$123K -2,239 -2%
OPWM
47
Oregon Pacific Wealth Management
Oregon
$5.51M +$5.51M +100,339 New
WC
48
Weil Company
California
$5.35M +$5.35M +97,335 New
FA
49
FDx Advisors
Illinois
$4.41M -$29.9K -544 -0.7%
CFG
50
Clayton Financial Group
Missouri
$4.38M +$379K +6,897 +9%
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