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Distillate US Fundamental Stability & Value ETF
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Overview Fund Activity

60 hedge funds and large institutions have $501M invested in Distillate US Fundamental Stability & Value ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
1.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
12
Increased
27
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWP
1
Engrave Wealth Partners
Texas
$29.4M
2
LPL Financial
2
LPL Financial
California
$23.4M
3
CCM
3
Carlson Capital Management
Minnesota
$197M
4
ICG
4
InterOcean Capital Group
Tennessee
$14.4M
5
MAM
5
Madison Asset Management
Wisconsin
$38M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.06M
2
FCAG
2
First Capital Advisors Group
New Jersey
$0
3
SIA
3
SkyView Investment Advisors
New Jersey
$0
4
AAS
4
Avantax Advisory Services
Texas
$16.7M
5
KWM
5
Kingsview Wealth Management
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Carlson Capital Management
Minnesota
$197M 5,086,819 +438,573 +9%
MAM
2
Madison Asset Management
Wisconsin
$38M 981,131 +236,613 +32%
EWP
3
Engrave Wealth Partners
Texas
$29.4M 760,155 +760,155 New
APG
4
Abacus Planning Group
South Carolina
$27.5M 709,972 +235,471 +50%
RCA
5
Resonant Capital Advisors
Wisconsin
$26.4M 680,884 +8,908 +1%
LPL Financial
6
LPL Financial
California
$23.4M 604,523 +493,870 +446%
RJA
7
Raymond James & Associates
Florida
$20M 517,632 +16,246 +3%
CA
8
Crumly & Associates
Illinois
$19.4M 500,428 +97,807 +24%
AAS
9
Avantax Advisory Services
Texas
$16.7M 432,479 -26,034 -6%
ICG
10
InterOcean Capital Group
Tennessee
$14.4M 370,619 +370,619 New
JWM
11
Janiczek Wealth Management
Colorado
$13.8M 325,943 -1,812 -0.6%
SRC
12
Shufro Rose & Co
New York
$13.4M 344,782 +18,818 +6%
SI
13
SimpliFi Inc
California
$9.59M 247,692 +69 +0%
OA
14
Oxbow Advisors
Texas
$7.2M 186,055 -16,659 -8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.06M 182,374 -514,089 -74%
HighTower Advisors
16
HighTower Advisors
Illinois
$6.35M 163,795 +163,795 New
Stifel Financial
17
Stifel Financial
Missouri
$3.75M 96,836 +889 +0.9%
GIA
18
Gladstone Institutional Advisory
Florida
$3.55M 91,749 -315 -0.3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.49M 64,230 +29,914 +87%
OCM
20
Orion Capital Management
California
$2.32M 60,001 +3,447 +6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.99M 51,298 +10,479 +26%
HA
22
Herold Advisors
New York
$1.95M 50,360 +3,190 +7%
CA
23
Cetera Advisors
Colorado
$1.76M 45,352 +461 +1%
OMC
24
Old Mission Capital
Illinois
$1.2M 30,921 -4,060 -12%
EH
25
Equitable Holdings
New York
$1.09M 28,116 +28,116 New
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