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Distillate US Fundamental Stability & Value ETF
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Overview Fund Activity

126 hedge funds and large institutions have $1.39B invested in Distillate US Fundamental Stability & Value ETF in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
126
Holders Change
+7
Holders Change %
+5.88%
% of All Funds
1.83%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.28%
New
21
Increased
70
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$59.2M
2
PNC
2
Park National Corp
Ohio
$23.8M
3
BI
3
Berkeley Inc
Idaho
$16.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.2M
5
LWMI
5
Landmark Wealth Management (Illinois)
Illinois
$11.7M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
MAM
2
Madison Asset Management
Wisconsin
$53.1M
3
FEG
3
Financial Enhancement Group
Indiana
$3.04M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SGCA
5
Steel Grove Capital Advisors
Tennessee
$32.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Carlson Capital Management
Minnesota
$276M 5,372,545 +24,662 +0.5%
OFG
2
Oxford Financial Group
Indiana
$86.4M 1,682,126 +10,104 +0.6%
APG
3
Abacus Planning Group
South Carolina
$65.8M 1,279,686 +19,682 +2%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$59.2M 1,151,981 +1,106,958 +2,459%
MAM
5
Madison Asset Management
Wisconsin
$53.1M 1,032,670 -259,928 -20%
SRC
6
Shufro Rose & Co
New York
$51.3M 998,174 +83,751 +9%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$51M 992,536 +26,189 +3%
LPL Financial
8
LPL Financial
California
$47.3M 920,450 -11,773 -1%
RCA
9
Resonant Capital Advisors
Wisconsin
$43.9M 853,853 +32,251 +4%
AAS
10
Avantax Advisory Services
Texas
$38.5M 748,943 +29,470 +4%
ACG
11
Allen Capital Group
Nebraska
$35.7M 694,653 +9,658 +1%
SGCA
12
Steel Grove Capital Advisors
Tennessee
$32.6M 633,827 -28,198 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$32.2M 627,273 +70,675 +13%
JWM
14
Janiczek Wealth Management
Colorado
$31.8M 619,302 +44,888 +8%
SAS
15
Sage Advisory Services
Texas
$26.1M 508,638 +103,164 +25%
ODFS
16
O'Donnell Financial Services
California
$24.8M 482,474 +11,561 +2%
PNC
17
Park National Corp
Ohio
$23.8M 463,897 +463,897 New
RJA
18
Raymond James & Associates
Florida
$22.5M 437,439 +1,629 +0.4%
AFA
19
Arlington Financial Advisors
California
$22.5M 436,909 +1,846 +0.4%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$22.3M 434,540 +6,935 +2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$22.2M 432,488 +243,615 +129%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$19M 369,065 +51,122 +16%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$18.7M 363,176 +10,348 +3%
CA
24
Crumly & Associates
Illinois
$17.4M 338,970 -16,152 -5%
Comerica Bank
25
Comerica Bank
Texas
$16.1M 312,736 +76,500 +32%
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