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ALPS O'Shares U.S. Quality Dividend ETF

136 hedge funds and large institutions have $339M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

0% more funds holding

Funds holding: 136136 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 44

1.97% less ownership

Funds ownership: 48.01%46.05% (-2%)

13% less capital invested

Capital invested by funds: $391M → $339M (-$52.2M)

Holders
136
Holders Change
Holders Change %
0%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
44
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$2.01M -$24.7M -425,565 -92%
AC
27
Avant Capital
Louisiana
$2M -$10.3K -178 -0.5%
DC
28
Davenport & Co
Virginia
$1.83M -$9.63K -166 -0.5%
IAA
29
Independent Advisor Alliance
North Carolina
$1.65M +$1.72M +29,652 New
CT
30
Caldwell Trust
Florida
$1.62M -$15.4K -266 -0.9%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.61M +$772K +13,299 +85%
AF
32
Apollon Financial
South Carolina
$1.59M -$45K -775 -3%
BFA
33
Beaumont Financial Advisors
Massachusetts
$1.49M -$20.4K -351 -1%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$1.43M +$99.9K +1,722 +7%
FHA
35
Flagship Harbor Advisors
Massachusetts
$1.4M +$295K +5,080 +25%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$1.38M +$66.2K +1,140 +5%
SFG
37
Sovereign Financial Group
Connecticut
$1.22M -$8.07K -139 -0.6%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.16M +$13.6K +234 +1%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$1.08M -$2.85M -49,105 -72%
TW
40
Tempo Wealth
Ohio
$1.06M -$33.9K -584 -3%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.04M -$70.1K -1,207 -6%
CAL
42
Capital Advisors Ltd
Ohio
$873K -$14K -241 -2%
GSEP
43
Golden State Equity Partners
California
$850K +$886K +15,262 New
PEA
44
Park Edge Advisors
Ohio
$708K -$11K -190 -1%
AFG
45
Atomi Financial Group
New York
$676K +$34.5K +594 +5%
KWM
46
Kingsview Wealth Management
Oregon
$609K -$147K -2,525 -19%
BW
47
BXM Wealth
Colorado
$607K +$52.2K +900 +9%
GAM
48
Grandview Asset Management
Pennsylvania
$601K -$73.5K -1,267 -10%
Mariner
49
Mariner
Kansas
$548K +$124K +2,132 +28%
SPC
50
Sigma Planning Corp
Michigan
$536K -$52.1K -897 -9%