Distillate Small/Mid Cash Flow ETF
DSMC
30 hedge funds and large institutions have $63.6M invested in Distillate Small/Mid Cash Flow ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
3% more funds holding
Funds holding: 29 → 30 (+1)
1.36% less ownership
Funds ownership: 69.1% → 67.74% (-1.4%)
7% less capital invested
Capital invested by funds: $68.3M → $63.6M (-$4.73M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$1.63M |
| 2 |
GS
GTS Securities
New York
|
+$1.15M |
| 3 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
+$1.11M |
| 4 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$813K |
| 5 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
+$563K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$789K |
| 2 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$451K |
| 3 |
BI
Berkeley Inc
Boise,
Idaho
|
-$399K |
| 4 |
LWMI
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
-$285K |
| 5 |
WIP
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
-$223K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWC
26
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $26.3K | -$29.1K | -859 | -51% |
|
|
OCM
27
Orion Capital Management
Coronado,
California
| $19.8K | -$5.99K | -177 | -22% |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $9.46K | +$6.77K | +200 | +200% |
|
|
AC
29
AlphaCore Capital
La Jolla,
California
| $6.43K | +$6.91K | +204 | New |
|
30
Morgan Stanley
New York
| $41 | +$34 | +1 | New |
|
|
31
Citadel Advisors
Miami,
Florida
| – | -$789K | -22,567 | Closed |
|
|
WIP
32
WealthCare Investment Partners
Portsmouth,
Rhode Island
| – | -$223K | -6,383 | Closed |
|
DSMC Hedge Fund Activity: Q1 2025 in Review
30 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Distillate Small/Mid Cash Flow ETF (DSMC) for Q1 2025, worth a combined $63.6M — down 6.9% from $68.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DSMC positions and 2 closed out — a net gain of 3 holders — while 14 added to existing stakes and 9 trimmed.
The largest buyer was Accurate Wealth Management, adding an estimated $1.63M. The largest seller was Citadel Advisors, exiting entirely with an estimated $789K sold.
- 30 institutional investors held Distillate Small/Mid Cash Flow ETF (DSMC) as of Q1 2025, up from 29 in Q4 2024.
- Funds reported $63.6M of Distillate Small/Mid Cash Flow ETF stock for Q1 2025, down 6.9% quarter-over-quarter.
- 5 funds opened new Distillate Small/Mid Cash Flow ETF positions in Q1 2025 and 2 closed out, a net change of +3 holders.
- The largest Distillate Small/Mid Cash Flow ETF buyer in Q1 2025 was Accurate Wealth Management, an estimated $1.63M added.
- The largest Distillate Small/Mid Cash Flow ETF seller in Q1 2025 was Citadel Advisors, an estimated $789K sold.
Based on aggregated 13F filings for Q1 2025.