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Distillate US Fundamental Stability & Value ETF

59 hedge funds and large institutions have $531M invested in Distillate US Fundamental Stability & Value ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 12 closing their positions.

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
1.02%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
11
Increased
28
Reduced
10
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CCM
1
Carlson Capital Management
Minnesota
$214M 5,811,126 +724,307 +14%
MAM
2
Madison Asset Management
Wisconsin
$43M 1,164,685 +183,554 +19%
EWP
3
Engrave Wealth Partners
Texas
$27.9M 757,238 -2,917 -0.4%
APG
4
Abacus Planning Group
South Carolina
$27.7M 749,444 +39,472 +6%
RCA
5
Resonant Capital Advisors
Wisconsin
$26.8M 727,031 +46,147 +7%
LPL Financial
6
LPL Financial
California
$23.1M 626,623 +22,100 +4%
RJA
7
Raymond James & Associates
Florida
$17.9M 483,770 -33,862 -7%
CA
8
Crumly & Associates
Illinois
$17M 461,608 -38,820 -8%
AAS
9
Avantax Advisory Services
Texas
$16.9M 457,953 +25,474 +6%
SRC
10
Shufro Rose & Co
New York
$13.8M 374,359 +29,577 +9%
JWM
11
Janiczek Wealth Management
Colorado
$13.7M 364,115 +38,172 +12%
ICG
12
InterOcean Capital Group
Tennessee
$12.2M 330,941 -39,678 -11%
SI
13
SimpliFi Inc
California
$9.17M 248,578 +886 +0.4%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$8.59M 232,881 +231,948 +24,860%
HighTower Advisors
15
HighTower Advisors
Illinois
$7.71M 208,615 +44,820 +27%
OA
16
Oxbow Advisors
Texas
$6.72M 182,053 -4,002 -2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.84M 158,345 -24,029 -13%
GIA
18
Gladstone Institutional Advisory
Florida
$4.68M 126,776 +35,027 +38%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.07M 110,215 +45,985 +72%
FHA
20
Flagship Harbor Advisors
Massachusetts
$3.85M 104,418 +104,418 New
Stifel Financial
21
Stifel Financial
Missouri
$3.72M 100,873 +4,037 +4%
OCM
22
Orion Capital Management
California
$2.72M 73,829 +13,828 +23%
EH
23
Equitable Holdings
New York
$2.42M 65,513 +37,397 +133%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.15M 58,145 +6,847 +13%
HA
25
Herold Advisors
New York
$1.91M 51,724 +1,364 +3%