Distillate Small/Mid Cash Flow ETF
DSMC
7 hedge funds and large institutions have $7.69M invested in Distillate Small/Mid Cash Flow ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 0 closing their positions.
40% more funds holding
Funds holding: 5 → 7 (+2)
14% more capital invested
Capital invested by funds: $6.76M → $7.69M (+$936K)
0.56% less ownership
Funds ownership: 25.65% → 25.1% (-0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$409K |
| 2 |
CA
Crumly & Associates
Springfield,
Illinois
|
+$365K |
| 3 |
AC
AlphaCore Capital
La Jolla,
California
|
+$5.91K |
| 4 |
CWC
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
+$1.15K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$155 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
1
Crumly & Associates
Springfield,
Illinois
| $5.58M | +$365K | +11,774 | +7% |
|
|
2
Rockefeller Capital Management
New York
| $1.8M | +$409K | +13,208 | +29% |
|
|
WIP
3
WealthCare Investment Partners
Portsmouth,
Rhode Island
| $235K | – | – | – |
|
|
TWM
4
Tradition Wealth Management
Edina,
Minnesota
| $59K | +$93 | +3 | +0.2% |
|
|
AC
5
AlphaCore Capital
La Jolla,
California
| $8.61K | +$5.91K | +191 | +212% |
|
|
CWC
6
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $1.07K | +$1.15K | +37 | New |
|
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $154 | +$155 | +5 | New |
|
DSMC Hedge Fund Activity: Q3 2023 in Review
7 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Distillate Small/Mid Cash Flow ETF (DSMC) for Q3 2023, worth a combined $7.69M — up 14% from $6.76M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DSMC positions and 0 closed out — a net gain of 2 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Rockefeller Capital Management, adding an estimated $409K.
- 7 institutional investors held Distillate Small/Mid Cash Flow ETF (DSMC) as of Q3 2023, up from 5 in Q2 2023.
- Funds reported $7.69M of Distillate Small/Mid Cash Flow ETF stock for Q3 2023, up 14% quarter-over-quarter.
- 2 funds opened new Distillate Small/Mid Cash Flow ETF positions in Q3 2023 and 0 closed out, a net change of +2 holders.
- The largest Distillate Small/Mid Cash Flow ETF buyer in Q3 2023 was Rockefeller Capital Management, an estimated $409K added.
Based on aggregated 13F filings for Q3 2023.