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Distillate US Fundamental Stability & Value ETF
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Overview Fund Activity

119 hedge funds and large institutions have $1.36B invested in Distillate US Fundamental Stability & Value ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
119
Holders Change
+12
Holders Change %
+11.21%
% of All Funds
1.73%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
19
Increased
69
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$52.1M
2
EF
2
Empowered Funds
Pennsylvania
$44.1M
3
SRC
3
Shufro Rose & Co
New York
$49.3M
4
AAS
4
Avantax Advisory Services
Texas
$38.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$30M

Top Sellers

1
CCM
1
Carlson Capital Management
Minnesota
$288M
2
AC
2
AlphaCore Capital
California
$0
3
ODFS
3
O'Donnell Financial Services
California
$25.4M
4
SI
4
SimpliFi Inc
California
$11.5M
5
MAM
5
Madison Asset Management
Wisconsin
$69.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
76
Csenge Advisory Group
Florida
$747K 13,861 +731 +6%
AWM
77
Ameliora Wealth Management
Switzerland
$747K 13,858 – –
Bank of America
78
Bank of America
North Carolina
$727K 13,479 +5,037 +60%
Goldman Sachs
79
Goldman Sachs
New York
$692K 12,833 +12,833 New
Cerity Partners
80
Cerity Partners
New York
$647K 12,004 +1,600 +15%
HI
81
Harbour Investments
Wisconsin
$595K 11,043 +1,369 +14%
WIP
82
WealthCare Investment Partners
Rhode Island
$564K 10,455 +30 +0.3%
GAA
83
Global Assets Advisory
Florida
$553K 29,674 +29,674 New
AWM
84
Axxcess Wealth Management
California
$512K 9,499 -119 -1%
BIA
85
Barry Investment Advisors
Massachusetts
$492K 9,126 +9,126 New
HWP
86
Hibernia Wealth Partners
Louisiana
$492K 9,124 +3,861 +73%
PI
87
PFG Investments
New York
$450K 8,346 +1,170 +16%
KTM
88
Keeler Thomas Management
Utah
$445K 8,249 +8,249 New
TWM
89
Tradition Wealth Management
Minnesota
$441K 8,186 -981 -11%
USCWA
90
U.S. Capital Wealth Advisors
Texas
$418K 7,760 +7,760 New
PS
91
Portfolio Strategies
New York
$394K 7,310 +7,310 New
HR
92
Hardy Reed
Mississippi
$394K 7,310 +7,310 New
AIM
93
Anchor Investment Management
South Carolina
$386K 7,164 – –
CAC
94
Certified Advisory Corp
Florida
$366K 6,794 – –
US Bancorp
95
US Bancorp
Minnesota
$364K 6,756 +304 +5%
BWA
96
BCU Wealth Advisors
Illinois
$314K 5,826 +11 +0.2%
MF
97
Meridian Financial
Massachusetts
$302K 5,600 +100 +2%
HWM
98
HRC Wealth Management
Idaho
$286K 5,314 +5,314 New
GS
99
GTS Securities
New York
$283K 5,257 +5,257 New
BAM
100
Belpointe Asset Management
Nevada
$280K 5,202 +5,202 New
2 3
4
5 6