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Distillate Small/Mid Cash Flow ETF
DSMC

Overview Fund Activity

29 hedge funds and large institutions have $63.2M invested in Distillate Small/Mid Cash Flow ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
13
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Accurate Wealth Management
Florida
+$1.4M
2
GS
GTS Securities
New York
+$1.07M
3
PCM
Perritt Capital Management
Illinois
+$1.04M
4
KCM
Kathmere Capital Management
Pennsylvania
+$757K
5
RCA
Resonant Capital Advisors
Wisconsin
+$524K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$789K
2
AFP
Ausdal Financial Partners
Iowa
-$420K
3
BI
Berkeley Inc
Idaho
-$372K
4
LWMI
Legacy Wealth Management (Idaho)
Idaho
-$266K
5
WIP
WealthCare Investment Partners
Rhode Island
-$223K
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
26
Orion Capital Management
California
$19.8K -$5.58K -177 -22%
GWM
27
Geneos Wealth Management
Colorado
$9.46K +$6.31K +200 +200%
AC
28
AlphaCore Capital
California
$6.43K +$6.43K +204 New
Morgan Stanley
29
Morgan Stanley
New York
$41 +$41 +1 New
Citadel Advisors
30
Citadel Advisors
Florida
– -$789K -22,567 Closed
WIP
31
WealthCare Investment Partners
Rhode Island
– -$223K -6,383 Closed
1
2