Distillate Small/Mid Cash Flow ETF
DSMC
5 hedge funds and large institutions have $6.76M invested in Distillate Small/Mid Cash Flow ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
256% more capital invested
Capital invested by funds: $1.9M → $6.76M (+$4.86M)
15.42% more ownership
Funds ownership: 10.24% → 25.65% (+15%)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Crumly & Associates
Springfield,
Illinois
|
+$4.81M |
| 2 |
Rockefeller Capital Management
New York
|
+$4.38K |
| 3 |
AC
AlphaCore Capital
La Jolla,
California
|
+$2.54K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$306K |
| 2 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$11.2K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$6.46K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
1
Crumly & Associates
Springfield,
Illinois
| $5.13M | +$4.81M | +170,287 | New |
|
|
2
Rockefeller Capital Management
New York
| $1.33M | +$4.38K | +155 | +0.3% |
|
|
WIP
3
WealthCare Investment Partners
Portsmouth,
Rhode Island
| $234K | – | – | – |
|
|
TWM
4
Tradition Wealth Management
Edina,
Minnesota
| $58K | -$11.2K | -397 | -17% |
|
|
AC
5
AlphaCore Capital
La Jolla,
California
| $2.71K | +$2.54K | +90 | New |
|
|
6
Citadel Advisors
Miami,
Florida
| – | -$306K | -10,709 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$6.46K | -226 | Closed |
|
DSMC Hedge Fund Activity: Q2 2023 in Review
5 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Distillate Small/Mid Cash Flow ETF (DSMC) for Q2 2023, worth a combined $6.76M — up 256% from $1.9M a quarter earlier.
Fund positioning in DSMC was balanced in Q2 2023: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was Crumly & Associates, opening a new position worth an estimated $4.81M. The largest seller was Citadel Advisors, exiting entirely with an estimated $306K sold.
- 5 institutional investors held Distillate Small/Mid Cash Flow ETF (DSMC) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $6.76M of Distillate Small/Mid Cash Flow ETF stock for Q2 2023, up 256% quarter-over-quarter.
- 2 funds opened new Distillate Small/Mid Cash Flow ETF positions in Q2 2023 and 2 closed out, a net change of 0 holders.
- The largest Distillate Small/Mid Cash Flow ETF buyer in Q2 2023 was Crumly & Associates, an estimated $4.81M added.
- The largest Distillate Small/Mid Cash Flow ETF seller in Q2 2023 was Citadel Advisors, an estimated $306K sold.
Based on aggregated 13F filings for Q2 2023.