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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 %
Qube Research & Technologies (QRT)
76
Qube Research & Technologies (QRT)
United Kingdom
$888K -$131K -2,304 -13%
IWC
77
Integrated Wealth Concepts
Massachusetts
$857K +$16.4K +289 +2%
HI
78
Harbour Investments
Wisconsin
$855K +$150K +2,639 +21%
BIA
79
Barry Investment Advisors
Massachusetts
$831K +$65.1K +1,147 +8%
CF
80
Cyr Financial
Illinois
$816K -$170 -3 -0%
CWC
81
Carolinas Wealth Consulting
North Carolina
$811K +$7.03K +124 +0.9%
Morgan Stanley
82
Morgan Stanley
New York
$783K +$725K +12,778 +1,243%
HKIMG
83
Hutchens & Kramer Investment Management Group
Indiana
$783K -$252K -4,462 -24%
Cerity Partners
84
Cerity Partners
New York
$741K -$24.7K -435 -3%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$678K +$678K +11,985 New
AAA
86
American Alpha Advisors
New York
$655K +$655K +11,551 New
WIP
87
WealthCare Investment Partners
Rhode Island
$551K +$1.41K +25 +0.3%
MML Investors Services
88
MML Investors Services
Massachusetts
$482K -$29.7K -523 -6%
PSCM
89
Per Stirling Capital Management
Texas
$480K +$1.25K +22 +0.3%
PI
90
PFG Investments
New York
$476K +$1.14K +20 +0.2%
TWM
91
Tradition Wealth Management
Minnesota
$465K +$397 +7 +0.1%
KTM
92
Keeler Thomas Management
Utah
$459K +$1.59K +28 +0.3%
USCWA
93
U.S. Capital Wealth Advisors
Texas
$449K -$36.9K -650 -8%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$423K +$423K +7,449 New
HR
95
Hardy Reed
Mississippi
$415K – – –
AIM
96
Anchor Investment Management
South Carolina
$406K – – –
CIBC World Market
97
CIBC World Market
Ontario, Canada
$403K +$403K +7,110 New
CAC
98
Certified Advisory Corp
Florida
$385K – – –
US Bancorp
99
US Bancorp
Minnesota
$373K -$11.1K -196 -3%
LI
100
LRI Investments
Florida
$372K +$372K +6,496 New
2 3
4
5 6