Distillate Small/Mid Cash Flow ETF
DSMC
27 hedge funds and large institutions have $61.8M invested in Distillate Small/Mid Cash Flow ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 7 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $63.6M → $61.8M (-$1.83M)
2.37% less ownership
Funds ownership: 67.74% → 65.37% (-2.4%)
10% less funds holding
Funds holding: 30 → 27 (-3)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
+$2.11M |
| 2 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$1.94M |
| 3 |
GS
GTS Securities
New York
|
+$750K |
| 4 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
+$631K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$373K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$4.82M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$1.92M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$947K |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$603K |
| 5 |
LPL Financial
San Diego,
California
|
-$602K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $40 | – | – | – |
|
27
Fidelity Investments
Boston,
Massachusetts
| $33 | +$31 | +1 | New |
|
|
28
HighTower Advisors
Chicago,
Illinois
| – | -$1.92M | -60,948 | Closed |
|
|
29
Envestnet Asset Management
Chicago,
Illinois
| – | -$947K | -30,021 | Closed |
|
|
AFP
30
Ausdal Financial Partners
Davenport,
Iowa
| – | -$463K | -14,671 | Closed |
|
|
APG
31
Abacus Planning Group
Columbia,
South Carolina
| – | -$207K | -6,564 | Closed |
|
|
PNC
32
Park National Corp
Newark,
Ohio
| – | -$200K | -6,350 | Closed |
|
|
NMG
33
New Millennium Group
Sandy,
Utah
| – | -$47.8K | -1,516 | Closed |
|
|
CWC
34
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$26.3K | -834 | Closed |
|
DSMC Hedge Fund Activity: Q2 2025 in Review
27 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Distillate Small/Mid Cash Flow ETF (DSMC) for Q2 2025, worth a combined $61.8M — down 2.9% from $63.6M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of DSMC and 4 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 11 added.
The largest buyer was Perritt Capital Management, adding an estimated $2.11M. The largest seller was Crumly & Associates, cutting an estimated $4.82M.
- 27 institutional investors held Distillate Small/Mid Cash Flow ETF (DSMC) as of Q2 2025, down from 30 in Q1 2025.
- Funds reported $61.8M of Distillate Small/Mid Cash Flow ETF stock for Q2 2025, down 2.9% quarter-over-quarter.
- 4 funds opened new Distillate Small/Mid Cash Flow ETF positions in Q2 2025 and 7 closed out, a net change of -3 holders.
- The largest Distillate Small/Mid Cash Flow ETF buyer in Q2 2025 was Perritt Capital Management, an estimated $2.11M added.
- The largest Distillate Small/Mid Cash Flow ETF seller in Q2 2025 was Crumly & Associates, an estimated $4.82M sold.
Based on aggregated 13F filings for Q2 2025.