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Distillate Small/Mid Cash Flow ETF

30 hedge funds and large institutions have $78.8M invested in Distillate Small/Mid Cash Flow ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $78M → $78.8M (+$800K)

3% less funds holding

Funds holding: 3130 (-1)

3.39% less ownership

Funds ownership: 69.19%65.81% (-3.4%)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

50% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 14

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1
Kathmere Capital Management
Pennsylvania
$21.6M +$771K +20,530 +4%
RCA
2
Resonant Capital Advisors
Wisconsin
$11.1M -$1.99M -52,862 -15%
SL
3
Sentinus LLC
Illinois
$9.24M +$152K +4,059 +2%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$7.93M -$1.84K -49 -0%
IP
5
Indivisible Partners
Florida
$7.47M +$384K +10,226 +5%
AP
6
Aspect Partners
Virginia
$6.18M +$393K +10,466 +7%
BI
7
Berkeley Inc
Idaho
$5.47M -$45.9K -1,223 -0.8%
MAM
8
Madison Asset Management
Wisconsin
$2.32M +$58.8K +1,566 +3%
OPOWM
9
One Plus One Wealth Management
Florida
$1.66M +$54.8K +1,460 +3%
AWM
10
Accurate Wealth Management
Florida
$974K -$894K -23,811 -48%
TI
11
Tidal Investments
Wisconsin
$934K -$147K -3,901 -14%
LPL Financial
12
LPL Financial
California
$697K -$87.7K -2,336 -11%
NPT
13
National Philanthropic Trust
Pennsylvania
$636K
CA
14
Crumly & Associates
Illinois
$564K -$44.8K -1,192 -7%
GVCM
15
Global View Capital Management
Wisconsin
$517K -$55K -1,465 -10%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$440K -$47.8K -1,273 -10%
GS
17
GTS Securities
New York
$390K -$132K -3,512 -25%
LWMI
18
Legacy Wealth Management (Idaho)
Idaho
$277K -$8.83K -235 -3%
WIP
19
WealthCare Investment Partners
Rhode Island
$220K
OWA
20
Opal Wealth Advisors
New York
$62.9K +$63.1K +1,680 New
US Bancorp
21
US Bancorp
Minnesota
$50.8K -$15K -400 -23%
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$43K -$28.3K -754 -40%
OCM
23
Orion Capital Management
California
$23.5K
EP
24
Essential Partners
California
$13.4K
HI
25
Harbour Investments
Wisconsin
$11.5K +$11.6K +308 New

DSMC Hedge Fund Activity: Q1 2026 in Review

30 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Distillate Small/Mid Cash Flow ETF (DSMC) for Q1 2026, worth a combined $78.8M — up 1% from $78M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DSMC and 4 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 7 added.

The largest buyer was Kathmere Capital Management, adding an estimated $771K. The largest seller was Resonant Capital Advisors, cutting an estimated $1.99M.

  • 30 institutional investors held Distillate Small/Mid Cash Flow ETF (DSMC) as of Q1 2026, down from 31 in Q4 2025.
  • Funds reported $78.8M of Distillate Small/Mid Cash Flow ETF stock for Q1 2026, up 1% quarter-over-quarter.
  • 4 funds opened new Distillate Small/Mid Cash Flow ETF positions in Q1 2026 and 5 closed out, a net change of -1 holder.
  • The largest Distillate Small/Mid Cash Flow ETF buyer in Q1 2026 was Kathmere Capital Management, an estimated $771K added.
  • The largest Distillate Small/Mid Cash Flow ETF seller in Q1 2026 was Resonant Capital Advisors, an estimated $1.99M sold.

Based on aggregated 13F filings for Q1 2026.