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Distillate US Fundamental Stability & Value ETF

139 hedge funds and large institutions have $1.46B invested in Distillate US Fundamental Stability & Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 55 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
Holders Change %
0%
% of All Funds
1.89%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.27%
New
12
Increased
55
Reduced
55
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
76
Avalon Capital Management
California
$1.02M -$205K -3,782 -17%
HOWA
77
Heritage Oak Wealth Advisors
Florida
$1.01M -$174K -3,215 -15%
AWS
78
Atria Wealth Solutions
New York
$1.01M -$205K -3,774 -17%
CIBC World Market
79
CIBC World Market
Ontario, Canada
$992K +$234K +4,323 +31%
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$919K +$121K +2,225 +15%
IWC
81
Integrated Wealth Concepts
Massachusetts
$808K +$380 +7 +0%
Morgan Stanley
82
Morgan Stanley
New York
$771K -$61.9K -1,141 -7%
OPWM
83
Oregon Pacific Wealth Management
Oregon
$711K -$4.73M -87,232 -87%
AAA
84
American Alpha Advisors
New York
$681K +$18.5K +341 +3%
PSCM
85
Per Stirling Capital Management
Texas
$670K +$209K +3,860 +45%
HWP
86
Hibernia Wealth Partners
Louisiana
$634K +$47K +867 +8%
HKIMG
87
Hutchens & Kramer Investment Management Group
Indiana
$629K +$2.22K +41 +0.4%
AWM
88
Accurate Wealth Management
Florida
$589K -$251K -4,888 -30%
CWC
89
Carolinas Wealth Consulting
North Carolina
$520K -$293K -5,399 -36%
WIP
90
WealthCare Investment Partners
Rhode Island
$491K +$1.89K +38 +0.4%
LI
91
LRI Investments
Florida
$488K +$136K +2,501 +38%
GVCM
92
Global View Capital Management
Wisconsin
$485K -$130K -2,391 -21%
TWM
93
Tradition Wealth Management
Minnesota
$458K +$12.9K +238 +3%
USCWA
94
U.S. Capital Wealth Advisors
Texas
$458K -$1.09K -20 -0.2%
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$402K +$402K +8,282 New
SRC
96
Shufro Rose & Co
New York
$398K -$69.2M -1,276,746 -99%
HR
97
Hardy Reed
Mississippi
$396K
GWM
98
Geneos Wealth Management
Colorado
$396K +$294K +5,425 +289%
GM
99
GeoWealth Management
Illinois
$392K -$13M -239,752 -97%
AIM
100
Anchor Investment Management
South Carolina
$389K