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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 %
HNB
76
Huntington National Bank
Ohio
$1.24M -$1.27M – –
AWS
77
Atria Wealth Solutions
New York
$1.23M -$1.51M -27,447 -55%
HOWA
78
Heritage Oak Wealth Advisors
Florida
$1.2M +$1.2M +21,834 New
HI
79
Harbour Investments
Wisconsin
$1.14M +$313K +5,694 +38%
AWA
80
Arete Wealth Advisors
Illinois
$1.08M +$7.03K +128 +0.7%
CAG
81
Csenge Advisory Group
Florida
$940K +$72.9K +1,328 +8%
LIS
82
Legacy Investment Solutions
Idaho
$906K -$90.2K -1,601 -9%
LWMI
83
Legacy Wealth Management (Idaho)
Idaho
$906K -$90.2K -1,601 -9%
AWM
84
Accurate Wealth Management
Florida
$892K -$251K -4,606 -22%
BIA
85
Barry Investment Advisors
Massachusetts
$877K +$72.3K +1,317 +9%
Morgan Stanley
86
Morgan Stanley
New York
$843K +$85K +1,547 +11%
CWC
87
Carolinas Wealth Consulting
North Carolina
$823K +$38.6K +703 +5%
IWC
88
Integrated Wealth Concepts
Massachusetts
$818K -$12.2K -222 -1%
Qube Research & Technologies (QRT)
89
Qube Research & Technologies (QRT)
United Kingdom
$808K -$51.7K -941 -6%
CIBC World Market
90
CIBC World Market
Ontario, Canada
$767K +$377K +6,860 +96%
AAA
91
American Alpha Advisors
New York
$671K +$36.5K +664 +6%
HKIMG
92
Hutchens & Kramer Investment Management Group
Indiana
$635K -$127K -2,307 -17%
GVCM
93
Global View Capital Management
Wisconsin
$620K +$620K +11,327 New
HWP
94
Hibernia Wealth Partners
Louisiana
$594K -$519K -9,445 -47%
WIP
95
WealthCare Investment Partners
Rhode Island
$539K +$2.3K +42 +0.4%
MW
96
Members Wealth
Pennsylvania
$528K +$528K +9,383 New
SPIA
97
Steward Partners Investment Advisory
New York
$483K +$477K +8,689 +8,689%
MML Investors Services
98
MML Investors Services
Massachusetts
$470K +$3.08K +56 +0.7%
PSCM
99
Per Stirling Capital Management
Texas
$466K +$1.98K +36 +0.4%
USCWA
100
U.S. Capital Wealth Advisors
Texas
$465K +$30.2K +550 +7%
2 3
4
5 6