Distillate Small/Mid Cash Flow ETF
DSMC
14 hedge funds and large institutions have $29.1M invested in Distillate Small/Mid Cash Flow ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 4 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
37% more capital invested
Capital invested by funds: $21.2M → $29.1M (+$7.83M)
17% more funds holding
Funds holding: 12 → 14 (+2)
3.66% more ownership
Funds ownership: 44.02% → 47.68% (+3.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
+$3.98M |
| 2 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$1.8M |
| 3 |
Rockefeller Capital Management
New York
|
+$842K |
| 4 |
AP
Aspect Partners
Fairfax,
Virginia
|
+$623K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$550K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Crumly & Associates
Springfield,
Illinois
|
-$2.04M |
| 2 |
GS
GTS Securities
New York
|
-$392K |
| 3 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$66K |
| 4 |
AC
AlphaCore Capital
La Jolla,
California
|
-$21.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$172 |
DSMC Hedge Fund Activity: Q1 2024 in Review
14 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Distillate Small/Mid Cash Flow ETF (DSMC) for Q1 2024, worth a combined $29.1M — up 37% from $21.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DSMC positions and 4 closed out — a net gain of 2 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Perritt Capital Management, opening a new position worth an estimated $3.98M. The largest seller was Crumly & Associates, cutting an estimated $2.04M.
- 14 institutional investors held Distillate Small/Mid Cash Flow ETF (DSMC) as of Q1 2024, up from 12 in Q4 2023.
- Funds reported $29.1M of Distillate Small/Mid Cash Flow ETF stock for Q1 2024, up 37% quarter-over-quarter.
- 6 funds opened new Distillate Small/Mid Cash Flow ETF positions in Q1 2024 and 4 closed out, a net change of +2 holders.
- The largest Distillate Small/Mid Cash Flow ETF buyer in Q1 2024 was Perritt Capital Management, an estimated $3.98M added.
- The largest Distillate Small/Mid Cash Flow ETF seller in Q1 2024 was Crumly & Associates, an estimated $2.04M sold.
Based on aggregated 13F filings for Q1 2024.