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Distillate US Fundamental Stability & Value ETF
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Overview Fund Activity

25 hedge funds and large institutions have $170M invested in Distillate US Fundamental Stability & Value ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 6 closing their positions.

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
12
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAM
1
Madison Asset Management
Wisconsin
$43.4M
2
RJA
2
Raymond James & Associates
Florida
$19.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26.9M
4
RCA
4
Resonant Capital Advisors
Wisconsin
$21.7M
5
Stifel Financial
5
Stifel Financial
Missouri
$3.26M

Top Sellers

1
ABC
1
Associated Banc-Corp
Wisconsin
$0
2
SI
2
SimpliFi Inc
California
$22M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
SS
4
Simplicity Solutions
Minnesota
$0
5
AWM
5
AE Wealth Management
Kansas
$256K
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
1
Madison Asset Management
Wisconsin
$43.4M 1,097,051 +505,404 +85%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$26.9M 679,409 +254,705 +60%
SI
3
SimpliFi Inc
California
$22M 555,065 -26,284 -5%
RCA
4
Resonant Capital Advisors
Wisconsin
$21.7M 548,058 +43,118 +9%
RJA
5
Raymond James & Associates
Florida
$19.4M 490,871 +270,939 +123%
AAS
6
Avantax Advisory Services
Texas
$19.2M 484,537 +854 +0.2%
OA
7
Oxbow Advisors
Texas
$6.49M 164,022 +4,385 +3%
GIA
8
Gladstone Institutional Advisory
Florida
$3.68M 92,913 +1,042 +1%
Stifel Financial
9
Stifel Financial
Missouri
$3.26M 82,424 +20,543 +33%
OCM
10
Orion Capital Management
California
$867K 21,926 +822 +4%
Citadel Advisors
11
Citadel Advisors
Florida
$664K 16,791 +16,791 New
Cerity Partners
12
Cerity Partners
New York
$595K 15,048 -589 -4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$481K 12,167 +5,975 +96%
LPL Financial
14
LPL Financial
California
$430K 10,860 +10,860 New
Osaic Holdings
15
Osaic Holdings
Arizona
$280K 7,080 +1,305 +23%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$271K 6,853 +6,853 New
AWM
17
AE Wealth Management
Kansas
$256K 6,469 -2,913 -31%
US Bancorp
18
US Bancorp
Minnesota
$254K 6,429 +2,173 +51%
APA
19
American Portfolios Advisors
New York
$53.8K 1,359 +1,359 New
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$26K 661 -103 -13%
CFD
21
Creative Financial Designs
Indiana
$21K 520 -1,219 -70%
HFA
22
Hoover Financial Advisors
Pennsylvania
$8K 201 +201 New
BlackRock
23
BlackRock
New York
$6K 148 +148 New
SPIA
24
Steward Partners Investment Advisory
New York
$3.96K 100 +100 New
CWA
25
Clearview Wealth Advisors
Oregon
$1K 30 +30 New
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