We are live on ! Find out more
DSMC icon

Distillate Small/Mid Cash Flow ETF

29 hedge funds and large institutions have $68.1M invested in Distillate Small/Mid Cash Flow ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

10% more capital invested

Capital invested by funds: $61.8M → $68.1M (+$6.29M)

7% more funds holding

Funds holding: 2729 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.02% less ownership

Funds ownership: 65.37%64.35% (-1%)

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
11
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1
Kathmere Capital Management
Pennsylvania
$18.2M +$887K +25,281 +5%
RCA
2
Resonant Capital Advisors
Wisconsin
$12M +$263K +7,490 +2%
PCM
3
Perritt Capital Management
Illinois
$8.63M +$426K +12,136 +5%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$7.55M +$368K +10,472 +5%
BI
5
Berkeley Inc
Idaho
$5.66M -$432K -12,321 -7%
AP
6
Aspect Partners
Virginia
$5.09M +$395K +11,251 +9%
MAM
7
Madison Asset Management
Wisconsin
$2.55M +$387K +11,015 +18%
AWM
8
Accurate Wealth Management
Florida
$1.94M -$238K -6,789 -11%
CA
9
Crumly & Associates
Illinois
$1.2M +$49.6K +1,414 +4%
OA
10
Oxbow Advisors
Texas
$930K -$20.5K -584 -2%
LPL Financial
11
LPL Financial
California
$845K -$464K -13,222 -36%
GVCM
12
Global View Capital Management
Wisconsin
$600K +$83.5K +2,379 +17%
NPT
13
National Philanthropic Trust
Pennsylvania
$538K
Kovitz Investment Group Partners
14
Kovitz Investment Group Partners
Illinois
$466K +$1.86K +53 +0.4%
Citadel Advisors
15
Citadel Advisors
Florida
$450K +$17.4K +496 +4%
OPOWM
16
One Plus One Wealth Management
Florida
$399K +$390K +11,107 New
LWMI
17
Legacy Wealth Management (Idaho)
Idaho
$260K -$69.3K -1,974 -21%
WIP
18
WealthCare Investment Partners
Rhode Island
$210K +$205K +5,831 New
TI
19
Tidal Investments
Wisconsin
$203K +$199K +5,658 New
AAS
20
Ameritas Advisory Services
Nebraska
$172K -$36K -1,025 -18%
US Bancorp
21
US Bancorp
Minnesota
$63.1K
OCM
22
Orion Capital Management
California
$22.5K
Wells Fargo
23
Wells Fargo
California
$18K +$17.7K +503 New
UBS Group
24
UBS Group
Switzerland
$14.7K +$14.4K +409 +20,450%
EP
25
Essential Partners
California
$12.7K

DSMC Hedge Fund Activity: Q3 2025 in Review

29 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Distillate Small/Mid Cash Flow ETF (DSMC) for Q3 2025, worth a combined $68.1M — up 10% from $61.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DSMC positions and 3 closed out — a net gain of 3 holders — while 11 added to existing stakes and 6 trimmed.

The largest buyer was Kathmere Capital Management, adding an estimated $887K. The largest seller was GTS Securities, exiting entirely with an estimated $1.89M sold.

  • 29 institutional investors held Distillate Small/Mid Cash Flow ETF (DSMC) as of Q3 2025, up from 27 in Q2 2025.
  • Funds reported $68.1M of Distillate Small/Mid Cash Flow ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 6 funds opened new Distillate Small/Mid Cash Flow ETF positions in Q3 2025 and 3 closed out, a net change of +3 holders.
  • The largest Distillate Small/Mid Cash Flow ETF buyer in Q3 2025 was Kathmere Capital Management, an estimated $887K added.
  • The largest Distillate Small/Mid Cash Flow ETF seller in Q3 2025 was GTS Securities, an estimated $1.89M sold.

Based on aggregated 13F filings for Q3 2025.