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Distillate US Fundamental Stability & Value ETF
DSTL

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 %
MF
101
Meridian Financial
Massachusetts
$303K +$15.4K +300 +5%
BWA
102
BCU Wealth Advisors
Illinois
$300K +$719 +14 +0.2%
Citadel Advisors
103
Citadel Advisors
Florida
$300K +$300K +5,830 New
HWM
104
HRC Wealth Management
Idaho
$288K +$14.9K +290 +5%
TI
105
Tidal Investments
Wisconsin
$246K +$257 +5 +0.1%
FPAS
106
Focus Partners Advisor Solutions
Missouri
$218K +$218K +4,237 New
AAS
107
Ameritas Advisory Services
Nebraska
$209K +$209K +4,062 New
MFG
108
Mendota Financial Group
Wisconsin
$180K – – –
OWA
109
Opal Wealth Advisors
New York
$135K +$135K +2,624 New
FFA
110
Farther Finance Advisors
California
$109K +$109K +2,142 New
Russell Investments Group
111
Russell Investments Group
United Kingdom
$104K +$104K +2,019 New
AF
112
Allworth Financial
California
$101K +$101K +1,887 New
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$100K +$4.78K +93 +5%
SWM
114
Spire Wealth Management
Virginia
$77.1K -$10K -195 -12%
UBS Group
115
UBS Group
Switzerland
$71.8K +$71.8K +1,398 New
Morgan Stanley
116
Morgan Stanley
New York
$52.8K +$25.4K +495 +93%
NS
117
NBC Securities
Alabama
$41K +$8.08K +159 +25%
OC
118
Oakworth Capital
Alabama
$34.5K – – –
NA
119
NewEdge Advisors
Louisiana
$27.1K +$2.67K +52 +11%
QCG
120
Quadrant Capital Group
Ohio
$23.3K -$210K -4,085 -90%
FCA
121
FinTrust Capital Advisors
South Carolina
$20.7K – – –
CA
122
Clearstead Advisors
Ohio
$17.2K +$17.2K +334 New
AssetMark Inc
123
AssetMark Inc
California
$12.5K – – –
SPIA
124
Steward Partners Investment Advisory
New York
$5.14K – – –
APC
125
Aspire Private Capital
North Carolina
$4.93K +$4.93K +96 New
2 3 4
5
6