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Distillate US Fundamental Stability & Value ETF
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Overview Fund Activity

54 hedge funds and large institutions have $471M invested in Distillate US Fundamental Stability & Value ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
54
Holders Change
+11
Holders Change %
+25.58%
% of All Funds
0.85%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
16
Increased
18
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
1
Carlson Capital Management
Minnesota
$207M
2
JWM
2
Janiczek Wealth Management
Colorado
$14.6M
3
APG
3
Abacus Planning Group
South Carolina
$21.1M
4
LPL Financial
4
LPL Financial
California
$4.92M
5
CA
5
Crumly & Associates
Illinois
$17.9M

Top Sellers

1
MAM
1
Madison Asset Management
Wisconsin
$33.1M
2
AO
2
Advisor OS
Illinois
$0
3
AAS
3
Avantax Advisory Services
Texas
$20.4M
4
OA
4
Oxbow Advisors
Texas
$9.02M
5
RJA
5
Raymond James & Associates
Florida
$22.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Carlson Capital Management
Minnesota
$207M 4,648,246 +1,376,273 +42%
MAM
2
Madison Asset Management
Wisconsin
$33.1M 744,518 -237,045 -24%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$31M 696,463 -534 -0.1%
RCA
4
Resonant Capital Advisors
Wisconsin
$29.9M 671,976 +25,552 +4%
RJA
5
Raymond James & Associates
Florida
$22.3M 501,386 -11,353 -2%
APG
6
Abacus Planning Group
South Carolina
$21.1M 474,501 +151,254 +47%
AAS
7
Avantax Advisory Services
Texas
$20.4M 458,513 -31,746 -6%
CA
8
Crumly & Associates
Illinois
$17.9M 402,621 +73,060 +22%
JWM
9
Janiczek Wealth Management
Colorado
$14.6M 327,755 +288,640 +738%
SRC
10
Shufro Rose & Co
New York
$14.5M 325,964 +12,204 +4%
SI
11
SimpliFi Inc
California
$11M 247,623 -1,672 -0.7%
OA
12
Oxbow Advisors
Texas
$9.02M 202,714 -12,408 -6%
LPL Financial
13
LPL Financial
California
$4.92M 110,653 +80,359 +265%
Stifel Financial
14
Stifel Financial
Missouri
$4.27M 95,947 -2,022 -2%
GIA
15
Gladstone Institutional Advisory
Florida
$4.1M 92,064 -153 -0.2%
FCAG
16
First Capital Advisors Group
New Jersey
$2.75M 61,699 +61,699 New
SIA
17
SkyView Investment Advisors
New Jersey
$2.56M 60,626 +60,626 New
OCM
18
Orion Capital Management
California
$2.52M 56,554 +5,224 +10%
HA
19
Herold Advisors
New York
$2.1M 47,170 -702 -1%
CA
20
Cetera Advisors
Colorado
$2M 44,891 +44,891 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.82M 40,819 +32,798 +409%
OMC
22
Old Mission Capital
Illinois
$1.56M 34,981 +916 +3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.53M 34,316 +23,704 +223%
KWM
24
Kingsview Wealth Management
Oregon
$945K 21,231 +21,231 New
OPA
25
Old Port Advisors
Maine
$816K 18,327 +18,327 New
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