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Distillate US Fundamental Stability & Value ETF
DSTL

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 %
TWM
101
Tradition Wealth Management
Minnesota
$451K +$604 +11 +0.1%
PI
102
PFG Investments
New York
$421K -$39.9K -727 -9%
SA
103
Sanctuary Advisors
Indiana
$403K +$122K +2,138 +44%
HR
104
Hardy Reed
Mississippi
$401K – – –
AIM
105
Anchor Investment Management
South Carolina
$393K – – –
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$387K +$387K +7,051 New
CAC
107
Certified Advisory Corp
Florida
$373K – – –
LI
108
LRI Investments
Florida
$357K +$384 +7 +0.1%
US Bancorp
109
US Bancorp
Minnesota
$347K -$14K -254 -4%
MF
110
Meridian Financial
Massachusetts
$341K +$16.5K +300 +5%
HWM
111
HRC Wealth Management
Idaho
$336K +$27.1K +493 +9%
BAM
112
Belpointe Asset Management
Nevada
$330K – – –
BWA
113
BCU Wealth Advisors
Illinois
$322K +$824 +15 +0.3%
Citadel Advisors
114
Citadel Advisors
Florida
$319K – – –
KTM
115
Keeler Thomas Management
Utah
$260K -$184K -3,350 -41%
GT
116
Glenmede Trust
Pennsylvania
$247K +$247K +4,500 New
AAS
117
Ameritas Advisory Services
Nebraska
$242K +$28.3K +516 +13%
CF
118
Cyr Financial
Illinois
$226K -$564K -10,277 -71%
AWM
119
Ameliora Wealth Management
Switzerland
$194K – – –
MFG
120
Mendota Financial Group
Wisconsin
$192K – – –
UBS Group
121
UBS Group
Switzerland
$188K -$137K -2,494 -42%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$158K +$439 +8 +0.3%
Comerica Bank
123
Comerica Bank
Texas
$146K -$17.4M -316,490 -99%
Russell Investments Group
124
Russell Investments Group
United Kingdom
$111K -$55 -1 -0%
FFA
125
Farther Finance Advisors
California
$107K -$7.36K -134 -6%
2 3 4
5
6