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Distillate Small/Mid Cash Flow ETF

31 hedge funds and large institutions have $78M invested in Distillate Small/Mid Cash Flow ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $68.1M → $78M (+$9.95M)

7% more funds holding

Funds holding: 2931 (+2)

4.85% more ownership

Funds ownership: 64.35%69.19% (+4.8%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
13
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1
Kathmere Capital Management
Pennsylvania
$19.7M +$1.72M +48,706 +10%
RCA
2
Resonant Capital Advisors
Wisconsin
$12.4M +$504K +14,313 +4%
SL
3
Sentinus LLC
Illinois
$8.62M +$8.56M +242,891 New
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$7.52M +$55K +1,560 +0.7%
IP
5
Indivisible Partners
Florida
$6.72M +$6.68M +189,497 New
AP
6
Aspect Partners
Virginia
$5.48M +$445K +12,619 +9%
BI
7
Berkeley Inc
Idaho
$5.23M -$364K -10,335 -7%
MAM
8
Madison Asset Management
Wisconsin
$2.15M -$374K -10,611 -15%
AWM
9
Accurate Wealth Management
Florida
$1.85M -$195K -5,547 -10%
OPOWM
10
One Plus One Wealth Management
Florida
$1.52M +$1.12M +31,830 +287%
OA
11
Oxbow Advisors
Texas
$1.04M +$120K +3,407 +13%
TI
12
Tidal Investments
Wisconsin
$1.02M +$818K +23,202 +410%
LPL Financial
13
LPL Financial
California
$744K -$90.9K -2,581 -11%
NPT
14
National Philanthropic Trust
Pennsylvania
$603K +$70.5K +2,000 +13%
CA
15
Crumly & Associates
Illinois
$577K -$608K -17,263 -51%
GVCM
16
Global View Capital Management
Wisconsin
$542K -$51.4K -1,458 -9%
GS
17
GTS Securities
New York
$494K +$491K +13,925 New
Citadel Advisors
18
Citadel Advisors
Florida
$489K +$43.9K +1,245 +10%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
$462K +$459K +13,019 New
LWMI
20
Legacy Wealth Management (Idaho)
Idaho
$271K +$13.4K +381 +5%
WIP
21
WealthCare Investment Partners
Rhode Island
$209K +$881 +25 +0.4%
KAS
22
Kestra Advisory Services
Texas
$146K +$145K +4,104 New
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$67.5K +$62.6K +1,776 +1,398%
US Bancorp
24
US Bancorp
Minnesota
$62.4K
FHA
25
Flagship Harbor Advisors
Massachusetts
$42.7K +$42.4K +1,202 New

DSMC Hedge Fund Activity: Q4 2025 in Review

31 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Distillate Small/Mid Cash Flow ETF (DSMC) for Q4 2025, worth a combined $78M — up 15% from $68.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DSMC positions and 5 closed out — a net gain of 2 holders — while 13 added to existing stakes and 7 trimmed.

The largest buyer was Sentinus LLC, opening a new position worth an estimated $8.56M. The largest seller was Perritt Capital Management, exiting entirely with an estimated $8.63M sold.

  • 31 institutional investors held Distillate Small/Mid Cash Flow ETF (DSMC) as of Q4 2025, up from 29 in Q3 2025.
  • Funds reported $78M of Distillate Small/Mid Cash Flow ETF stock for Q4 2025, up 15% quarter-over-quarter.
  • 7 funds opened new Distillate Small/Mid Cash Flow ETF positions in Q4 2025 and 5 closed out, a net change of +2 holders.
  • The largest Distillate Small/Mid Cash Flow ETF buyer in Q4 2025 was Sentinus LLC, an estimated $8.56M added.
  • The largest Distillate Small/Mid Cash Flow ETF seller in Q4 2025 was Perritt Capital Management, an estimated $8.63M sold.

Based on aggregated 13F filings for Q4 2025.