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Distillate Small/Mid Cash Flow ETF
DSMC

Overview Fund Activity

28 hedge funds and large institutions have $71.6M invested in Distillate Small/Mid Cash Flow ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 1 reducing their positions, and 5 closing their positions.

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
18
Reduced
1
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Berkeley Inc
Idaho
$11.8M
2
KCM
2
Kathmere Capital Management
Pennsylvania
$13.5M
3
LPL Financial
3
LPL Financial
California
$1.93M
4
AP
4
Aspect Partners
Virginia
$4.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.37M

Top Sellers

1
CA
1
Crumly & Associates
Illinois
$7M
2
TFM
2
Trademark Financial Management
Minnesota
$0
3
OCM
3
Orion Capital Management
California
$0
4
OWA
4
Opal Wealth Advisors
New York
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KCM
1
Kathmere Capital Management
Pennsylvania
$13.5M 374,098 +60,586 +19%
BI
2
Berkeley Inc
Idaho
$11.8M 326,924 +88,232 +37%
RCA
3
Resonant Capital Advisors
Wisconsin
$10M 278,601 +14,960 +6%
CA
4
Crumly & Associates
Illinois
$7M 194,193 -145,699 -43%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$6.23M 172,651 +1,103 +0.6%
PCM
6
Perritt Capital Management
Illinois
$4.47M 123,936 +4,373 +4%
AP
7
Aspect Partners
Virginia
$4.3M 119,175 +27,965 +31%
MAM
8
Madison Asset Management
Wisconsin
$2.02M 56,043 +4,076 +8%
LPL Financial
9
LPL Financial
California
$1.93M 53,394 +39,508 +285%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.37M 37,862 +19,257 +104%
GS
11
GTS Securities
New York
$1.18M 32,587 +6,023 +23%
AAS
12
Ameritas Advisory Services
Nebraska
$1.01M 27,975 +5,284 +23%
AFP
13
Ausdal Financial Partners
Iowa
$974K 27,005 +5,019 +23%
Citadel Advisors
14
Citadel Advisors
Florida
$843K 23,371 +15,036 +180%
OA
15
Oxbow Advisors
Texas
$721K 19,983 +4,788 +32%
LIS
16
Legacy Investment Solutions
Idaho
$684K 18,476 +18,476 New
LWMI
17
Legacy Wealth Management (Idaho)
Idaho
$684K 18,476 +18,476 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$661K 18,324 +18,324 New
AWM
19
Accurate Wealth Management
Florida
$484K 13,464 +6,393 +90%
Kovitz Investment Group Partners
20
Kovitz Investment Group Partners
Illinois
$343K 9,508 +9,508 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$305K 8,470 +537 +7%
Goldman Sachs
22
Goldman Sachs
New York
$274K 7,608 +7,608 New
WIP
23
WealthCare Investment Partners
Rhode Island
$228K 6,353 +17 +0.3%
PNC
24
Park National Corp
Ohio
$219K 6,075 +6,075 New
APG
25
Abacus Planning Group
South Carolina
$207K 5,741 +5,741 New
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