Distillate Small/Mid Cash Flow ETF
DSMC
31 hedge funds and large institutions have $78M invested in Distillate Small/Mid Cash Flow ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 5 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
15% more capital invested
Capital invested by funds: $68.1M → $78M (+$9.95M)
7% more funds holding
Funds holding: 29 → 31 (+2)
4.85% more ownership
Funds ownership: 64.35% → 69.19% (+4.8%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Sentinus LLC
Oak Brook,
Illinois
|
+$8.56M |
| 2 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$1.72M |
| 3 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
+$1.12M |
| 4 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$818K |
| 5 |
RCA
Resonant Capital Advisors
Madison,
Wisconsin
|
+$504K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$8.63M |
| 2 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$608K |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$466K |
| 4 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
-$374K |
| 5 |
BI
Berkeley Inc
Boise,
Idaho
|
-$364K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OCM
26
Orion Capital Management
Coronado,
California
| $22.3K | – | – | – |
|
|
EP
27
Essential Partners
Rancho Santa Fe,
California
| $12.7K | +$141 | +4 | +1% |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $7.09K | – | – | – |
|
|
AC
29
AlphaCore Capital
La Jolla,
California
| $4.26K | – | – | – |
|
30
Morgan Stanley
New York
| $3.06K | +$3.03K | +86 | New |
|
31
UBS Group
Zurich,
Switzerland
| $2.55K | -$11.9K | -339 | -82% |
|
|
PCM
32
Perritt Capital Management
Chicago,
Illinois
| – | -$8.63M | -240,576 | Closed |
|
|
33
Kovitz Investment Group Partners
Chicago,
Illinois
| – | -$466K | -12,978 | Closed |
|
|
AAS
34
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$172K | -4,787 | Closed |
|
35
Wells Fargo
San Francisco,
California
| – | -$18K | -503 | Closed |
|
36
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$5K | -145 | Closed |
|
DSMC Hedge Fund Activity: Q4 2025 in Review
31 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Distillate Small/Mid Cash Flow ETF (DSMC) for Q4 2025, worth a combined $78M — up 15% from $68.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DSMC positions and 5 closed out — a net gain of 2 holders — while 13 added to existing stakes and 7 trimmed.
The largest buyer was Sentinus LLC, opening a new position worth an estimated $8.56M. The largest seller was Perritt Capital Management, exiting entirely with an estimated $8.63M sold.
- 31 institutional investors held Distillate Small/Mid Cash Flow ETF (DSMC) as of Q4 2025, up from 29 in Q3 2025.
- Funds reported $78M of Distillate Small/Mid Cash Flow ETF stock for Q4 2025, up 15% quarter-over-quarter.
- 7 funds opened new Distillate Small/Mid Cash Flow ETF positions in Q4 2025 and 5 closed out, a net change of +2 holders.
- The largest Distillate Small/Mid Cash Flow ETF buyer in Q4 2025 was Sentinus LLC, an estimated $8.56M added.
- The largest Distillate Small/Mid Cash Flow ETF seller in Q4 2025 was Perritt Capital Management, an estimated $8.63M sold.
Based on aggregated 13F filings for Q4 2025.