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Distillate US Fundamental Stability & Value ETF
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Overview Fund Activity

139 hedge funds and large institutions have $1.61B invested in Distillate US Fundamental Stability & Value ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 6 closing their positions.

Holders
139
Holders Change
+10
Holders Change %
+7.75%
% of All Funds
1.85%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
19
Increased
51
Reduced
54
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$35.9M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$18.5M
3
SRC
3
Shufro Rose & Co
New York
$70.5M
4
Bank of America
4
Bank of America
North Carolina
$14.6M
5
WC
5
Weil Company
California
$5.35M

Top Sellers

1
CAPTRUST Financial Advisors
1
CAPTRUST Financial Advisors
North Carolina
$13.7M
2
SAS
2
Sage Advisory Services
Texas
$9.73M
3
Comerica Bank
3
Comerica Bank
Texas
$146K
4
BI
4
Berkeley Inc
Idaho
$18.6M
5
CCM
5
Carlson Capital Management
Minnesota
$292M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
1
Carlson Capital Management
Minnesota
$292M 5,315,101 -172,758 -3%
OFG
2
Oxford Financial Group
Indiana
$89.2M 1,624,792 -40,575 -2%
APG
3
Abacus Planning Group
South Carolina
$77.4M 1,408,614 +62,957 +5%
MAM
4
Madison Asset Management
Wisconsin
$72.4M 1,318,928 -96,886 -7%
MIA
5
Madison Investment Advisors
Wisconsin
$72.4M 1,318,928 +1,318,928 New
SRC
6
Shufro Rose & Co
New York
$70.5M 1,284,091 +285,917 +29%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$61.2M 1,114,070 +88,597 +9%
LPL Financial
8
LPL Financial
California
$54.2M 987,612 -19,514 -2%
Raymond James Financial
9
Raymond James Financial
Florida
$49.6M 902,727 +902,727 New
RCA
10
Resonant Capital Advisors
Wisconsin
$48.9M 890,000 +7,531 +0.9%
AAS
11
Avantax Advisory Services
Texas
$41.3M 751,603 +11,066 +1%
ACG
12
Allen Capital Group
Nebraska
$37.6M 684,833 -12,948 -2%
Cerity Partners
13
Cerity Partners
New York
$35.9M 653,608 +640,541 +4,902%
SGCA
14
Steel Grove Capital Advisors
Tennessee
$33.2M 603,933 -5,846 -1%
PNC
15
Park National Corp
Ohio
$32.8M 596,346 +21,685 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$32.1M 583,894 -25,192 -4%
ODFS
17
O'Donnell Financial Services
California
$26.5M 477,723 -1,932 -0.4%
AFA
18
Arlington Financial Advisors
California
$24.8M 452,183 +6,415 +1%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$22.4M 407,276 -4,930 -1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$20.3M 369,889 +265 +0.1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$19.9M 362,135 -17,247 -5%
BI
22
Berkeley Inc
Idaho
$18.6M 339,269 -304,825 -47%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$18.5M 337,672 +337,672 New
CA
24
Crumly & Associates
Illinois
$18.5M 336,115 +32,805 +11%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$15.9M 290,384 +7,477 +3%
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