Distillate Small/Mid Cash Flow ETF
DSMC
30 hedge funds and large institutions have $78.8M invested in Distillate Small/Mid Cash Flow ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 5 closing their positions.
1% more capital invested
Capital invested by funds: $78M → $78.8M (+$800K)
3% less funds holding
Funds holding: 31 → 30 (-1)
3.39% less ownership
Funds ownership: 69.19% → 65.81% (-3.4%)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
50% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$771K |
| 2 |
AP
Aspect Partners
Fairfax,
Virginia
|
+$393K |
| 3 |
IP
Indivisible Partners
Clearwater,
Florida
|
+$384K |
| 4 |
SL
Sentinus LLC
Oak Brook,
Illinois
|
+$152K |
| 5 |
OWA
Opal Wealth Advisors
Jericho,
New York
|
+$63.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
-$1.99M |
| 2 |
OA
Oxbow Advisors
Austin,
Texas
|
-$1.04M |
| 3 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
-$894K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$489K |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$147K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $7.82K | +$5.14K | +137 | +190% |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $7.48K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $2.69K | +$2.7K | +72 | New |
|
29
Morgan Stanley
New York
| $39 | -$3.19K | -85 | -99% |
|
30
Fidelity Investments
Boston,
Massachusetts
| $37 | +$38 | +1 | New |
|
|
OA
31
Oxbow Advisors
Austin,
Texas
| – | -$1.04M | -29,317 | Closed |
|
|
32
Citadel Advisors
Miami,
Florida
| – | -$489K | -13,785 | Closed |
|
|
KAS
33
Kestra Advisory Services
Austin,
Texas
| – | -$146K | -4,104 | Closed |
|
|
FHA
34
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$42.7K | -1,202 | Closed |
|
|
AC
35
AlphaCore Capital
La Jolla,
California
| – | -$4.26K | -120 | Closed |
|
DSMC Hedge Fund Activity: Q1 2026 in Review
30 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Distillate Small/Mid Cash Flow ETF (DSMC) for Q1 2026, worth a combined $78.8M — up 1% from $78M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of DSMC and 4 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 7 added.
The largest buyer was Kathmere Capital Management, adding an estimated $771K. The largest seller was Resonant Capital Advisors, cutting an estimated $1.99M.
- 30 institutional investors held Distillate Small/Mid Cash Flow ETF (DSMC) as of Q1 2026, down from 31 in Q4 2025.
- Funds reported $78.8M of Distillate Small/Mid Cash Flow ETF stock for Q1 2026, up 1% quarter-over-quarter.
- 4 funds opened new Distillate Small/Mid Cash Flow ETF positions in Q1 2026 and 5 closed out, a net change of -1 holder.
- The largest Distillate Small/Mid Cash Flow ETF buyer in Q1 2026 was Kathmere Capital Management, an estimated $771K added.
- The largest Distillate Small/Mid Cash Flow ETF seller in Q1 2026 was Resonant Capital Advisors, an estimated $1.99M sold.
Based on aggregated 13F filings for Q1 2026.