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Distillate US Fundamental Stability & Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
51
Tradition Wealth Management
Minnesota
$458K +$458K +10,603 New
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$431K +$178K +4,130 +70%
TCWM
53
Total Clarity Wealth Management
Illinois
$430K +$430K +9,971 New
IA
54
IFP Advisors
Florida
$334K -$154K -6,303 -32%
CAG
55
Csenge Advisory Group
Florida
$317K +$3.97K +92 +1%
CAC
56
Certified Advisory Corp
Florida
$293K +$293K +6,794 New
US Bancorp
57
US Bancorp
Minnesota
$290K
IW
58
Imprint Wealth
South Carolina
$289K +$289K +6,766 New
Citadel Advisors
59
Citadel Advisors
Florida
$269K -$24.2K -560 -8%
BAM
60
Belpointe Asset Management
Nevada
$238K -$58.1K -1,346 -20%
TI
61
Tidal Investments
Wisconsin
$221K -$7.98K -185 -3%
DT
62
Diversified Trust
Tennessee
$216K +$216K +5,000 New
MF
63
Meridian Financial
Massachusetts
$203K +$203K +4,700 New
MFG
64
Mendota Financial Group
Wisconsin
$156K
HI
65
Harbour Investments
Wisconsin
$139K +$111K +2,582 +401%
Osaic Holdings
66
Osaic Holdings
Arizona
$98.5K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$52K +$173 +4 +0.3%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$28.5K
AWM
69
Accel Wealth Management
Iowa
$11.4K
BWS
70
Buck Wealth Strategies
Colorado
$6.04K +$6.04K +140 New
William Blair & Company
71
William Blair & Company
Illinois
$4.75K +$4.75K +110 New
SPIA
72
Steward Partners Investment Advisory
New York
$4.32K -$1.9K -44 -31%
CSB
73
City State Bank
Iowa
$4K
Bank of America
74
Bank of America
North Carolina
$3.71K +$3.71K +86 New
GIA
75
GHP Investment Advisors
Colorado
$2.59K