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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 %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$2.95M -$1.65M -29,152 -36%
TFS
52
Thoroughbred Financial Services
Tennessee
$2.84M +$4.54K +80 +0.2%
AWS
53
Atria Wealth Solutions
New York
$2.82M -$1.76K -31 -0.1%
FA
54
Fermata Advisors
California
$2.82M +$408K +7,188 +17%
ASN
55
Advisory Services Network
Georgia
$2.8M – – –
IA
56
IFP Advisors
Florida
$2.57M -$87.4K -1,540 -3%
AP
57
Aspect Partners
Virginia
$2.33M +$75.1K +1,323 +3%
Osaic Holdings
58
Osaic Holdings
Arizona
$2.21M +$155K +2,726 +8%
AFP
59
Ausdal Financial Partners
Iowa
$2.11M -$82K -1,446 -4%
RWPA
60
Richard W. Paul & Associates
Michigan
$1.91M +$10.6K +187 +0.6%
HH
61
Hilltop Holdings
Texas
$1.79M +$194K +3,426 +12%
SFPG
62
Stonebridge Financial Planning Group
Florida
$1.73M +$511K +9,015 +42%
SC
63
Sapient Capital
Indiana
$1.67M -$16.7K -295 -1%
Stifel Financial
64
Stifel Financial
Missouri
$1.61M -$565K -9,966 -26%
RCAG
65
Rehmann Capital Advisory Group
Michigan
$1.56M +$47.1K +830 +3%
ACM
66
Avalon Capital Management
California
$1.34M +$113K +2,000 +9%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$1.34M -$18.2K -320 -1%
HNB
68
Huntington National Bank
Ohio
$1.27M -$1.16M – –
Truist Financial
69
Truist Financial
North Carolina
$1.25M -$9.98K -176 -0.8%
AWM
70
Accurate Wealth Management
Florida
$1.2M -$69.9K -1,225 -6%
HWP
71
Hibernia Wealth Partners
Louisiana
$1.15M +$59.3K +1,046 +5%
AWA
72
Arete Wealth Advisors
Illinois
$1.1M +$16.2K +287 +1%
LIS
73
Legacy Investment Solutions
Idaho
$1.02M +$1.02M +17,677 New
LWMI
74
Legacy Wealth Management (Idaho)
Idaho
$1.02M +$1.02M +17,677 New
CAG
75
Csenge Advisory Group
Florida
$900K +$63.5K +1,115 +8%
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3
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