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Distillate US Fundamental Stability & Value ETF
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Overview Fund Activity

119 hedge funds and large institutions have $1.36B invested in Distillate US Fundamental Stability & Value ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
119
Holders Change
+12
Holders Change %
+11.21%
% of All Funds
1.73%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
19
Increased
69
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$52.1M
2
EF
2
Empowered Funds
Pennsylvania
$44.1M
3
SRC
3
Shufro Rose & Co
New York
$49.3M
4
AAS
4
Avantax Advisory Services
Texas
$38.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$30M

Top Sellers

1
CCM
1
Carlson Capital Management
Minnesota
$288M
2
AC
2
AlphaCore Capital
California
$0
3
ODFS
3
O'Donnell Financial Services
California
$25.4M
4
SI
4
SimpliFi Inc
California
$11.5M
5
MAM
5
Madison Asset Management
Wisconsin
$69.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Carlson Capital Management
Minnesota
$288M 5,347,883 -1,808,662 -25%
OFG
2
Oxford Financial Group
Indiana
$90.1M 1,672,022 -14,831 -0.9%
MAM
3
Madison Asset Management
Wisconsin
$69.7M 1,292,598 -63,203 -5%
APG
4
Abacus Planning Group
South Carolina
$67.9M 1,260,004 +45,505 +4%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$52.1M 966,347 +966,347 New
LPL Financial
6
LPL Financial
California
$50.3M 932,223 +31,522 +3%
SRC
7
Shufro Rose & Co
New York
$49.3M 914,423 +315,574 +53%
RCA
8
Resonant Capital Advisors
Wisconsin
$44.3M 821,602 +19,755 +2%
EF
9
Empowered Funds
Pennsylvania
$44.1M 817,414 +817,414 New
AAS
10
Avantax Advisory Services
Texas
$38.8M 719,473 +228,294 +46%
ACG
11
Allen Capital Group
Nebraska
$36.9M 684,995 +76,733 +13%
SGCA
12
Steel Grove Capital Advisors
Tennessee
$35.7M 662,025 +9,159 +1%
JWM
13
Janiczek Wealth Management
Colorado
$31M 574,414 +57,290 +11%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$30M 556,598 +199,850 +56%
ODFS
15
O'Donnell Financial Services
California
$25.4M 470,913 -238,423 -34%
RJA
16
Raymond James & Associates
Florida
$23.5M 435,810 +28,384 +7%
AFA
17
Arlington Financial Advisors
California
$23.5M 435,063 +80,374 +23%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$23.1M 427,605 +20,187 +5%
SAS
19
Sage Advisory Services
Texas
$21.9M 405,474 +130,835 +48%
CA
20
Crumly & Associates
Illinois
$19.1M 355,122 -2,607 -0.7%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$19M 352,828 +122,079 +53%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$17.1M 317,943 +109,496 +53%
EFMC
23
Empire Financial Management Company
New York
$14.2M 263,078 -1,522 -0.6%
Comerica Bank
24
Comerica Bank
Texas
$12.7M 236,236 +67,788 +40%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$12.7M 235,318 +32,624 +16%
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