Distillate Small/Mid Cash Flow ETF
DSMC
29 hedge funds and large institutions have $68.1M invested in Distillate Small/Mid Cash Flow ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
10% more capital invested
Capital invested by funds: $61.8M → $68.1M (+$6.29M)
7% more funds holding
Funds holding: 27 → 29 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.02% less ownership
Funds ownership: 65.37% → 64.35% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$887K |
| 2 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
+$426K |
| 3 |
AP
Aspect Partners
Fairfax,
Virginia
|
+$395K |
| 4 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
+$390K |
| 5 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$387K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$1.89M |
| 2 |
LPL Financial
San Diego,
California
|
-$464K |
| 3 |
BI
Berkeley Inc
Boise,
Idaho
|
-$432K |
| 4 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
-$238K |
| 5 |
LWMI
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
-$69.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $7.18K | – | – | – |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5K | +$5.09K | +145 | New |
|
|
OSAM
28
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $4.56K | +$4.46K | +127 | New |
|
|
AC
29
AlphaCore Capital
La Jolla,
California
| $4.31K | – | – | – |
|
|
GS
30
GTS Securities
New York
| – | -$1.89M | -58,014 | Closed |
|
31
Fidelity Investments
Boston,
Massachusetts
| – | -$33 | -1 | Closed |
|
32
Morgan Stanley
New York
| – | -$40 | -1 | Closed |
|
DSMC Hedge Fund Activity: Q3 2025 in Review
29 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Distillate Small/Mid Cash Flow ETF (DSMC) for Q3 2025, worth a combined $68.1M — up 10% from $61.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DSMC positions and 3 closed out — a net gain of 3 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was Kathmere Capital Management, adding an estimated $887K. The largest seller was GTS Securities, exiting entirely with an estimated $1.89M sold.
- 29 institutional investors held Distillate Small/Mid Cash Flow ETF (DSMC) as of Q3 2025, up from 27 in Q2 2025.
- Funds reported $68.1M of Distillate Small/Mid Cash Flow ETF stock for Q3 2025, up 10% quarter-over-quarter.
- 6 funds opened new Distillate Small/Mid Cash Flow ETF positions in Q3 2025 and 3 closed out, a net change of +3 holders.
- The largest Distillate Small/Mid Cash Flow ETF buyer in Q3 2025 was Kathmere Capital Management, an estimated $887K added.
- The largest Distillate Small/Mid Cash Flow ETF seller in Q3 2025 was GTS Securities, an estimated $1.89M sold.
Based on aggregated 13F filings for Q3 2025.