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Distillate US Fundamental Stability & Value ETF
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Overview Fund Activity

129 hedge funds and large institutions have $1.59B invested in Distillate US Fundamental Stability & Value ETF in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.87%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.26%
New
13
Increased
58
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAM
1
Madison Asset Management
Wisconsin
$80.3M
2
BI
2
Berkeley Inc
Idaho
$36.5M
3
GM
3
GeoWealth Management
Illinois
$17.5M
4
Bank of America
4
Bank of America
North Carolina
$7.76M
5
CCM
5
Carlson Capital Management
Minnesota
$311M

Top Sellers

1
FEG
1
Financial Enhancement Group
Indiana
$0
2
CA
2
Crumly & Associates
Illinois
$17.2M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$63.7M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.95M
5
SGCA
5
Steel Grove Capital Advisors
Tennessee
$34.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Carlson Capital Management
Minnesota
$311M 5,487,859 +115,314 +2%
OFG
2
Oxford Financial Group
Indiana
$94.5M 1,665,367 -16,759 -1%
MAM
3
Madison Asset Management
Wisconsin
$80.3M 1,415,814 +383,144 +37%
APG
4
Abacus Planning Group
South Carolina
$76.3M 1,345,657 +65,971 +5%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$63.7M 1,122,775 -29,206 -3%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$58.2M 1,025,473 +32,937 +3%
LPL Financial
7
LPL Financial
California
$57.1M 1,007,126 +86,676 +9%
SRC
8
Shufro Rose & Co
New York
$51.3M 998,174 – –
RCA
9
Resonant Capital Advisors
Wisconsin
$50.1M 882,469 +28,616 +3%
AAS
10
Avantax Advisory Services
Texas
$42M 740,537 -8,406 -1%
ACG
11
Allen Capital Group
Nebraska
$39.6M 697,781 +3,128 +0.5%
BI
12
Berkeley Inc
Idaho
$36.5M 644,094 +331,629 +106%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$34.6M 609,086 -18,187 -3%
SGCA
14
Steel Grove Capital Advisors
Tennessee
$34.5M 609,779 -24,048 -4%
PNC
15
Park National Corp
Ohio
$32.6M 574,661 +110,764 +24%
ODFS
16
O'Donnell Financial Services
California
$27.2M 479,655 -2,819 -0.6%
SAS
17
Sage Advisory Services
Texas
$26.1M 508,638 – –
RJFSA
18
Raymond James Financial Services Advisors
Florida
$25.8M 454,638 +22,150 +5%
AFA
19
Arlington Financial Advisors
California
$25.3M 445,768 +8,859 +2%
RJA
20
Raymond James & Associates
Florida
$24.8M 437,803 +364 +0.1%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$23.4M 412,206 -22,334 -5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$21.5M 379,382 +10,317 +3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$21M 369,624 +6,448 +2%
Comerica Bank
24
Comerica Bank
Texas
$18.1M 319,156 +6,420 +2%
GM
25
GeoWealth Management
Illinois
$17.5M 309,277 +265,232 +602%
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