Distillate Small/Mid Cash Flow ETF
DSMC
26 hedge funds and large institutions have $61.2M invested in Distillate Small/Mid Cash Flow ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 1 closing their positions.
1,200% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 1
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
111% more capital invested
Capital invested by funds: $29.1M → $61.2M (+$32.2M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
86% more funds holding
Funds holding: 14 → 26 (+12)
17.65% more ownership
Funds ownership: 47.68% → 65.32% (+18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$11.1M |
| 2 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
+$9.33M |
| 3 |
BI
Berkeley Inc
Boise,
Idaho
|
+$8.44M |
| 4 |
AP
Aspect Partners
Fairfax,
Virginia
|
+$2.18M |
| 5 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
+$778K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$295K |
| 2 |
LPL Financial
San Diego,
California
|
-$127K |
| 3 |
WIP
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
-$27.7K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$10.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $139 | +$141 | +4 | New |
|
|
27
Osaic Holdings
Scottsdale,
Arizona
| – | -$10.8K | -293 | Closed |
|
DSMC Hedge Fund Activity: Q2 2024 in Review
26 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Distillate Small/Mid Cash Flow ETF (DSMC) for Q2 2024, worth a combined $61.2M — up 111% from $29.1M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DSMC positions and 1 closed out — a net gain of 12 holders — while 7 added to existing stakes and 3 trimmed.
The largest buyer was Kathmere Capital Management, opening a new position worth an estimated $11.1M. The largest seller was Crumly & Associates, cutting an estimated $295K.
- 26 institutional investors held Distillate Small/Mid Cash Flow ETF (DSMC) as of Q2 2024, up from 14 in Q1 2024.
- Funds reported $61.2M of Distillate Small/Mid Cash Flow ETF stock for Q2 2024, up 111% quarter-over-quarter.
- 13 funds opened new Distillate Small/Mid Cash Flow ETF positions in Q2 2024 and 1 closed out, a net change of +12 holders.
- The largest Distillate Small/Mid Cash Flow ETF buyer in Q2 2024 was Kathmere Capital Management, an estimated $11.1M added.
- The largest Distillate Small/Mid Cash Flow ETF seller in Q2 2024 was Crumly & Associates, an estimated $295K sold.
Based on aggregated 13F filings for Q2 2024.