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Distillate US Fundamental Stability & Value ETF

139 hedge funds and large institutions have $1.46B invested in Distillate US Fundamental Stability & Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 55 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
Holders Change %
0%
% of All Funds
1.89%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
12
Increased
55
Reduced
55
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EFMC
26
Empire Financial Management Company
New York
$13.6M +$124K +2,279 +0.9%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$12.4M -$1.14M -21,083 -8%
OA
28
Oxbow Advisors
Texas
$12M +$203K +3,747 +2%
HighTower Advisors
29
HighTower Advisors
Illinois
$11.7M +$68.9K +1,270 +0.6%
AF
30
Apexium Financial
Texas
$11.6M +$541K +9,983 +5%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$11.1M -$11.5K -212 -0.1%
SI
32
SimpliFi Inc
California
$11M -$17.2K -317 -0.2%
SAS
33
Sage Advisory Services
Texas
$9.84M +$230K +4,248 +2%
OCM
34
Orion Capital Management
California
$9.47M +$357K +6,587 +4%
WC
35
Weil Company
California
$8.02M +$2.74M +50,545 +52%
PCM
36
Perritt Capital Management
Illinois
$7.27M +$138K +2,550 +2%
SCM
37
Sunbeam Capital Management
Georgia
$7.19M +$27.5K +507 +0.4%
EH
38
Equitable Holdings
New York
$7.15M -$1.29M -23,703 -15%
OPA
39
Old Port Advisors
Maine
$7.1M -$1.95M -35,936 -22%
Wells Fargo
40
Wells Fargo
California
$6.95M -$361K -6,657 -5%
GIA
41
Gladstone Institutional Advisory
Florida
$6.53M +$50.8K +937 +0.8%
PAS
42
Park Avenue Securities
New York
$5.64M +$5.64M +104,034 New
HA
43
Herold Advisors
New York
$5.29M -$154K -2,838 -3%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$5.28M -$1.46M -26,995 -22%
CFG
45
Clayton Financial Group
Missouri
$4.31M -$14.9K -274 -0.3%
CAG
46
Centerpoint Advisory Group
Kansas
$4.17M +$340K +6,263 +9%
FA
47
FDx Advisors
Illinois
$4.12M -$230K -4,237 -5%
Osaic Holdings
48
Osaic Holdings
Arizona
$4.06M +$1.11M +20,408 +38%
FHA
49
Flagship Harbor Advisors
Massachusetts
$3.94M +$483K +8,901 +14%
SFPG
50
Stonebridge Financial Planning Group
Florida
$3.8M +$916K +16,889 +32%