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Distillate US Fundamental Stability & Value ETF
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Overview Fund Activity

126 hedge funds and large institutions have $1.39B invested in Distillate US Fundamental Stability & Value ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+7
Holders Change %
+5.88%
% of All Funds
1.83%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
21
Increased
70
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$59.2M
2
PNC
2
Park National Corp
Ohio
$23.8M
3
BI
3
Berkeley Inc
Idaho
$16.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.2M
5
LWMI
5
Landmark Wealth Management (Illinois)
Illinois
$11.7M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
MAM
2
Madison Asset Management
Wisconsin
$53.1M
3
FEG
3
Financial Enhancement Group
Indiana
$3.04M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SGCA
5
Steel Grove Capital Advisors
Tennessee
$32.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
76
Bank of America
North Carolina
$863K +$171K +3,320 +25%
IWC
77
Integrated Wealth Concepts
Massachusetts
$762K -$14.5K -282 -2%
CAG
78
Csenge Advisory Group
Florida
$754K +$41.7K +812 +6%
CF
79
Cyr Financial
Illinois
$740K +$740K +14,394 New
CWC
80
Carolinas Wealth Consulting
North Carolina
$728K +$677K +13,173 +1,327%
AWM
81
Ameliora Wealth Management
Switzerland
$695K -$16.8K -326 -2%
BIA
82
Barry Investment Advisors
Massachusetts
$694K +$225K +4,382 +48%
Cerity Partners
83
Cerity Partners
New York
$694K +$77K +1,498 +12%
HI
84
Harbour Investments
Wisconsin
$639K +$71.4K +1,390 +13%
HOWA
85
Heritage Oak Wealth Advisors
Florida
$539K +$539K +10,483 New
CT
86
Colonial Trust
South Carolina
$535K +$535K +10,412 New
WIP
87
WealthCare Investment Partners
Rhode Island
$502K -$34.8K -677 -6%
AWM
88
Axxcess Wealth Management
California
$480K -$7.76K -151 -2%
MML Investors Services
89
MML Investors Services
Massachusetts
$464K -$683K -13,274 -60%
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$448K +$448K +8,723 New
USCWA
91
U.S. Capital Wealth Advisors
Texas
$440K +$41.1K +800 +10%
PSCM
92
Per Stirling Capital Management
Texas
$433K +$188K +3,665 +77%
PI
93
PFG Investments
New York
$430K +$1.59K +31 +0.4%
TWM
94
Tradition Wealth Management
Minnesota
$421K +$565 +11 +0.1%
KTM
95
Keeler Thomas Management
Utah
$414K -$9.97K -194 -2%
HR
96
Hardy Reed
Mississippi
$376K – – –
AIM
97
Anchor Investment Management
South Carolina
$368K – – –
CAC
98
Certified Advisory Corp
Florida
$349K – – –
US Bancorp
99
US Bancorp
Minnesota
$348K +$360 +7 +0.1%
BAM
100
Belpointe Asset Management
Nevada
$308K +$40.8K +793 +15%
2 3
4
5 6