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Distillate Small/Mid Cash Flow ETF

29 hedge funds and large institutions have $63.2M invested in Distillate Small/Mid Cash Flow ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
13
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KCM
1
Kathmere Capital Management
Pennsylvania
$13.3M +$757K +24,007 +6%
RCA
2
Resonant Capital Advisors
Wisconsin
$9.66M +$524K +16,618 +6%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$6.2M +$496K +15,736 +9%
CA
4
Crumly & Associates
Illinois
$5.92M +$185K +5,869 +3%
BI
5
Berkeley Inc
Idaho
$5.65M -$372K -11,789 -6%
PCM
6
Perritt Capital Management
Illinois
$5.06M +$1.04M +32,824 +26%
AP
7
Aspect Partners
Virginia
$3.92M +$1.01K +32 +0%
MAM
8
Madison Asset Management
Wisconsin
$2.03M +$127K +4,028 +7%
HighTower Advisors
9
HighTower Advisors
Illinois
$1.92M +$410K +12,988 +27%
AWM
10
Accurate Wealth Management
Florida
$1.81M +$1.4M +48,166 +339%
LPL Financial
11
LPL Financial
California
$1.77M -$182K -5,785 -9%
GS
12
GTS Securities
New York
$1.07M +$1.07M +33,820 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$947K +$198K +6,279 +26%
AAS
14
Ameritas Advisory Services
Nebraska
$875K -$92.9K -2,682 -10%
OA
15
Oxbow Advisors
Texas
$763K +$53.1K +1,683 +7%
AFP
16
Ausdal Financial Partners
Iowa
$463K -$420K -13,313 -48%
GVCM
17
Global View Capital Management
Wisconsin
$445K -$111K -3,531 -20%
Kovitz Investment Group Partners
18
Kovitz Investment Group Partners
Illinois
$403K +$57.4K +1,821 +17%
LWMI
19
Legacy Wealth Management (Idaho)
Idaho
$251K -$266K -8,423 -51%
APG
20
Abacus Planning Group
South Carolina
$207K -$37.3K -1,183 -15%
PNC
21
Park National Corp
Ohio
$200K
UBS Group
22
UBS Group
Switzerland
$183K +$183K +5,795 New
US Bancorp
23
US Bancorp
Minnesota
$55.5K
NMG
24
New Millennium Group
Utah
$47.8K +$47.8K +1,516 New
CWC
25
Carolinas Wealth Consulting
North Carolina
$26.3K -$27.1K -859 -51%