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Distillate Small/Mid Cash Flow ETF
DSMC

5 hedge funds and large institutions have $1.9M invested in Distillate Small/Mid Cash Flow ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding

Funds holding: 1 → 5 (+4)

70% more capital invested

Capital invested by funds: $1.12M → $1.9M (+$779K)

1.9% more ownership

Funds ownership: 8.34% → 10.24% (+1.9%)

Holders
5
Holders Change
+4
Holders Change %
+400%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$311K
2
WIP
WealthCare Investment Partners
Rhode Island
+$227K
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$111K
4
TWM
Tradition Wealth Management
Minnesota
+$67K
5
UBS Group
UBS Group
Switzerland
+$6.57K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$1.3M +$111K +3,819 +9%
Citadel Advisors
2
Citadel Advisors
Florida
$306K +$311K +10,709 New
WIP
3
WealthCare Investment Partners
Rhode Island
$223K +$227K +7,800 New
TWM
4
Tradition Wealth Management
Minnesota
$66K +$67K +2,305 New
UBS Group
5
UBS Group
Switzerland
$6.46K +$6.57K +226 New

DSMC Hedge Fund Activity: Q1 2023 in Review

5 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Distillate Small/Mid Cash Flow ETF (DSMC) for Q1 2023, worth a combined $1.9M — up 70% from $1.12M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DSMC positions and 0 closed out — a net gain of 4 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $311K.

  • 5 institutional investors held Distillate Small/Mid Cash Flow ETF (DSMC) as of Q1 2023, up from 1 in Q4 2022.
  • Funds reported $1.9M of Distillate Small/Mid Cash Flow ETF stock for Q1 2023, up 70% quarter-over-quarter.
  • 4 funds opened new Distillate Small/Mid Cash Flow ETF positions in Q1 2023 and 0 closed out, a net change of +4 holders.
  • The largest Distillate Small/Mid Cash Flow ETF buyer in Q1 2023 was Citadel Advisors, an estimated $311K added.

Based on aggregated 13F filings for Q1 2023.