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Distillate US Fundamental Stability & Value ETF
DSTL

Overview Fund Activity

23 hedge funds and large institutions have $120M invested in Distillate US Fundamental Stability & Value ETF in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
5
Increased
11
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ABC
1
Associated Banc-Corp
Wisconsin
$3.27M
2
OA
2
Oxbow Advisors
Texas
$5.8M
3
RCA
3
Resonant Capital Advisors
Wisconsin
$18.3M
4
Stifel Financial
4
Stifel Financial
Missouri
$2.25M
5
RJA
5
Raymond James & Associates
Florida
$7.99M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$17.6M
2
SI
2
SimpliFi Inc
California
$21.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.4M
4
AWA
4
Arete Wealth Advisors
Illinois
$0
5
MAM
5
Madison Asset Management
Wisconsin
$21.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
1
Madison Asset Management
Wisconsin
$21.5M 591,647 -13,684 -2%
SI
2
SimpliFi Inc
California
$21.1M 581,349 -26,904 -4%
RCA
3
Resonant Capital Advisors
Wisconsin
$18.3M 504,940 +23,876 +5%
AAS
4
Avantax Advisory Services
Texas
$17.6M 483,683 -38,447 -7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$15.4M 424,704 -24,928 -6%
RJA
6
Raymond James & Associates
Florida
$7.99M 219,932 +14,699 +7%
OA
7
Oxbow Advisors
Texas
$5.8M 159,637 +36,777 +30%
GIA
8
Gladstone Institutional Advisory
Florida
$3.34M 91,871 +4,317 +5%
ABC
9
Associated Banc-Corp
Wisconsin
$3.27M 90,045 +41,493 +85%
Stifel Financial
10
Stifel Financial
Missouri
$2.25M 61,881 +20,114 +48%
OCM
11
Orion Capital Management
California
$766K 21,104 +21,104 New
Cerity Partners
12
Cerity Partners
New York
$568K 15,637 +4,637 +42%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$376K 10,343 +2,512 +32%
AWM
14
AE Wealth Management
Kansas
$341K 9,382 +2,562 +38%
SS
15
Simplicity Solutions
Minnesota
$338K 9,294 +2,578 +38%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$225K 6,192 +6,192 New
Osaic Holdings
17
Osaic Holdings
Arizona
$210K 5,775 -1,835 -24%
US Bancorp
18
US Bancorp
Minnesota
$155K 4,256 +4,256 New
FCH
19
Freestone Capital Holdings
Washington
$90.7K 2,498 +2,498 New
CFD
20
Creative Financial Designs
Indiana
$63K 1,739 +1,739 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$48K 1,308 -6,113 -82%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$28K 764 +103 +16%
AWA
23
Arete Wealth Advisors
Illinois
– – -16,687 Closed
UBS Group
24
UBS Group
Switzerland
– – -374 Closed
Wells Fargo
25
Wells Fargo
California
$0 1 – –
1
2