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Distillate US Fundamental Stability & Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$103K
SWM
127
Spire Wealth Management
Virginia
$82.4K
BlackRock
128
BlackRock
New York
$65.1K +$65.1K +1,185 New
AF
129
Allworth Financial
California
$57.1K -$50.7K -887 -47%
OC
130
Oakworth Capital
Alabama
$36.9K
CWM
131
Centricity Wealth Management
Ohio
$35.1K +$35.1K +639 New
QCG
132
Quadrant Capital Group
Ohio
$24.9K
CA
133
Clearstead Advisors
Ohio
$22.6K +$4.28K +78 +23%
AssetMark Inc
134
AssetMark Inc
California
$13.3K
William Blair & Company
135
William Blair & Company
Illinois
$4.46K
GRP
136
Global Retirement Partners
California
$3.96K +$3.96K +72 New
AWM
137
AE Wealth Management
Kansas
$3.9K +$3.9K +71 New
GIA
138
GHP Investment Advisors
Colorado
$3.3K
PA
139
PSI Advisors
Florida
$1.92K
EWA
140
EverSource Wealth Advisors
Alabama
$1.59K -$26.2K -477 -94%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
-$678K -11,985 Closed
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
-$423K -7,449 Closed
TI
143
Tidal Investments
Wisconsin
-$272K -4,799 Closed
NS
144
NBC Securities
Alabama
-$31K -557 Closed
APC
145
Aspire Private Capital
North Carolina
-$31K -547 Closed
Fidelity Investments
146
Fidelity Investments
Massachusetts
-$57 -1 Closed