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Distillate US Fundamental Stability & Value ETF
DSTL

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 Holding Trade Value Shares
Change 		Shares
Change %
TI
101
Tidal Investments
Wisconsin
$258K +$539 +10 +0.2%
PSCM
102
Per Stirling Capital Management
Texas
$257K +$257K +4,767 New
QCG
103
Quadrant Capital Group
Ohio
$245K +$245K +4,538 New
IW
104
Imprint Wealth
South Carolina
$203K +$203K +3,792 New
MFG
105
Mendota Financial Group
Wisconsin
$189K – – –
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$99.9K +$80.6K +1,496 +419%
SWM
107
Spire Wealth Management
Virginia
$91.4K +$91.4K +1,695 New
CWC
108
Carolinas Wealth Consulting
North Carolina
$53.5K +$48K +891 +874%
OC
109
Oakworth Capital
Alabama
$36.2K -$18.9K -351 -34%
NS
110
NBC Securities
Alabama
$34K +$12.8K +243 +60%
Morgan Stanley
111
Morgan Stanley
New York
$28.8K -$18K -333 -38%
NA
112
NewEdge Advisors
Louisiana
$25.6K +$14.8K +275 +138%
FCA
113
FinTrust Capital Advisors
South Carolina
$21.7K – – –
SIS
114
Sound Income Strategies
Florida
$15.3K – – –
AssetMark Inc
115
AssetMark Inc
California
$13.1K +$13.1K +243 New
William Blair & Company
116
William Blair & Company
Illinois
$5.94K – – –
SPIA
117
Steward Partners Investment Advisory
New York
$5.39K -$92.3K -1,712 -94%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$4.15K +$54 +1 +1%
GIA
119
GHP Investment Advisors
Colorado
$3.24K – – –
AF
120
Allworth Financial
California
$18 -$16 – –
AC
121
AlphaCore Capital
California
– -$37.7M -763,391 Closed
AWM
122
AE Wealth Management
Kansas
– -$1.47M -29,465 Closed
TCWM
123
Total Clarity Wealth Management
Illinois
– -$944K -19,129 Closed
VPIM
124
Vanguard Personalized Indexing Management
California
– -$464K -9,408 Closed
AWM
125
Abound Wealth Management
Tennessee
– -$1.64K -33 Closed
2 3 4
5
6