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Distillate US Fundamental Stability & Value ETF
DSTL

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 %
UBS Group
101
UBS Group
Switzerland
$336K +$257K +4,526 +324%
MF
102
Meridian Financial
Massachusetts
$335K – – –
BAM
103
Belpointe Asset Management
Nevada
$334K -$6.18K -109 -2%
BWA
104
BCU Wealth Advisors
Illinois
$332K +$567 +10 +0.2%
Citadel Advisors
105
Citadel Advisors
Florida
$330K -$1.02K -18 -0.3%
HWM
106
HRC Wealth Management
Idaho
$319K +$851 +15 +0.3%
SA
107
Sanctuary Advisors
Indiana
$285K +$285K +4,902 New
TI
108
Tidal Investments
Wisconsin
$272K +$170 +3 +0.1%
AAS
109
Ameritas Advisory Services
Nebraska
$221K -$9.7K -171 -4%
AWM
110
Ameliora Wealth Management
Switzerland
$200K -$567K -10,000 -74%
MFG
111
Mendota Financial Group
Wisconsin
$199K – – –
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$163K +$52.7K +929 +48%
FFA
113
Farther Finance Advisors
California
$118K -$3.35K -59 -3%
Russell Investments Group
114
Russell Investments Group
United Kingdom
$114K -$227 -4 -0.2%
AF
115
Allworth Financial
California
$107K – – –
GWM
116
Geneos Wealth Management
Colorado
$106K +$106K +1,875 New
SWM
117
Spire Wealth Management
Virginia
$85.1K – – –
OC
118
Oakworth Capital
Alabama
$38.1K – – –
APC
119
Aspire Private Capital
North Carolina
$31K +$25.6K +451 +470%
NS
120
NBC Securities
Alabama
$31K -$13.9K -250 -31%
EWA
121
EverSource Wealth Advisors
Alabama
$28.7K +$28.7K +506 New
QCG
122
Quadrant Capital Group
Ohio
$25.7K – – –
FCA
123
FinTrust Capital Advisors
South Carolina
$22.8K – – –
CA
124
Clearstead Advisors
Ohio
$18.9K – – –
AssetMark Inc
125
AssetMark Inc
California
$13.8K – – –
2 3 4
5
6