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Distillate US Fundamental Stability & Value ETF
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Overview Fund Activity

77 hedge funds and large institutions have $769M invested in Distillate US Fundamental Stability & Value ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.23%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.18%
New
14
Increased
38
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
AlphaCore Capital
California
$14.2M
2
ICG
2
InterOcean Capital Group
Tennessee
$16.7M
3
CCM
3
Carlson Capital Management
Minnesota
$292M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$14.4M
5
APG
5
Abacus Planning Group
South Carolina
$42.1M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$6.11M
2
MAM
2
Madison Asset Management
Wisconsin
$51.5M
3
Stifel Financial
3
Stifel Financial
Missouri
$3.09M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$487K
5
HKIMG
5
Hutchens & Kramer Investment Management Group
Indiana
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Carlson Capital Management
Minnesota
$292M 6,773,781 +217,467 +3%
MAM
2
Madison Asset Management
Wisconsin
$51.5M 1,194,258 -67,729 -5%
APG
3
Abacus Planning Group
South Carolina
$42.1M 975,468 +88,169 +10%
RCA
4
Resonant Capital Advisors
Wisconsin
$35.4M 819,787 +50,895 +7%
EWP
5
Engrave Wealth Partners
Texas
$34.7M 814,491 +23,832 +3%
LPL Financial
6
LPL Financial
California
$30.8M 714,259 +11,367 +2%
SGCA
7
Steel Grove Capital Advisors
Tennessee
$25.1M 580,831 +21,266 +4%
SRC
8
Shufro Rose & Co
New York
$23.4M 541,404 +87,065 +19%
RJA
9
Raymond James & Associates
Florida
$20.6M 477,520 -6,142 -1%
AAS
10
Avantax Advisory Services
Texas
$20.3M 471,389 +3,915 +0.8%
JWM
11
Janiczek Wealth Management
Colorado
$19.2M 443,905 +28,678 +7%
CA
12
Crumly & Associates
Illinois
$17M 392,855 -3,557 -0.9%
ICG
13
InterOcean Capital Group
Tennessee
$16.7M 386,230 +270,194 +233%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$14.4M 334,279 +100,014 +43%
AC
15
AlphaCore Capital
California
$14.2M 329,772 +329,772 New
EFMC
16
Empire Financial Management Company
New York
$11.3M 262,542 +262,542 New
SI
17
SimpliFi Inc
California
$9.76M 226,114 -2,478 -1%
OA
18
Oxbow Advisors
Texas
$7.61M 176,331 +1,094 +0.6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$6.66M 154,261 +25,441 +20%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$6.26M 145,085 +22,406 +18%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$6.11M 141,704 -119,364 -46%
GIA
22
Gladstone Institutional Advisory
Florida
$5.47M 126,692 -683 -0.5%
EH
23
Equitable Holdings
New York
$5.07M 117,555 +19,819 +20%
LFAS
24
Level Four Advisory Services
Texas
$4.53M 104,962 +84,608 +416%
FHA
25
Flagship Harbor Advisors
Massachusetts
$4.32M 100,111 +21,618 +28%
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