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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 %
CAG
51
Centerpoint Advisory Group
Kansas
$3.87M +$3.87M +70,533 New
RCM
52
Riggs Capital Management
Utah
$3.87M +$3.87M +70,443 New
DWM
53
Darwin Wealth Management
Florida
$3.61M -$623K -11,345 -15%
FA
54
Fermata Advisors
California
$3.58M +$852K +15,509 +31%
FHA
55
Flagship Harbor Advisors
Massachusetts
$3.5M -$2.84M -51,650 -45%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$3.39M +$212K +3,854 +7%
Osaic Holdings
57
Osaic Holdings
Arizona
$2.99M +$846K +15,406 +39%
MOS
58
MGO One Seven
Ohio
$2.93M -$435K -7,919 -13%
SFPG
59
Stonebridge Financial Planning Group
Florida
$2.92M +$1.24M +22,618 +74%
TFS
60
Thoroughbred Financial Services
Tennessee
$2.76M +$8.29K +151 +0.3%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$2.66M -$201K -3,651 -7%
IA
62
IFP Advisors
Florida
$2.48M -$11.1K -202 -0.4%
AP
63
Aspect Partners
Virginia
$2.4M +$144K +2,626 +6%
ASN
64
Advisory Services Network
Georgia
$2.35M -$645K -11,741 -22%
AFP
65
Ausdal Financial Partners
Iowa
$2.03M -$12K -218 -0.6%
Goldman Sachs
66
Goldman Sachs
New York
$1.92M +$1.92M +34,965 New
RWPA
67
Richard W. Paul & Associates
Michigan
$1.85M -$4.94K -90 -0.3%
HH
68
Hilltop Holdings
Texas
$1.72M -$11.3K -206 -0.7%
Truist Financial
69
Truist Financial
North Carolina
$1.7M +$485K +8,838 +40%
TC
70
TFR Capital
Texas
$1.65M +$1.65M +30,087 New
SC
71
Sapient Capital
Indiana
$1.62M +$9.78K +178 +0.6%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$1.56M +$265K +4,818 +20%
Stifel Financial
73
Stifel Financial
Missouri
$1.55M -$9.12K -166 -0.6%
RCAG
74
Rehmann Capital Advisory Group
Michigan
$1.47M -$44.9K -818 -3%
ACM
75
Avalon Capital Management
California
$1.25M -$54.5K -993 -4%
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3
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