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ALPS O'Shares US Quality Dividend ETF

134 hedge funds and large institutions have $374M invested in ALPS O'Shares US Quality Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 50 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

6% less capital invested

Capital invested by funds: $397M → $374M (-$22.5M)

32% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 50

Holders
134
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
26
Davenport & Co
Virginia
$2.01M
WIM
27
WealthPlan Investment Management
Nebraska
$1.96M
AC
28
Avant Capital
Louisiana
$1.95M
AF
29
Apollon Financial
South Carolina
$1.86M
CT
30
Caldwell Trust
Florida
$1.68M
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.67M
BFA
32
Beaumont Financial Advisors
Massachusetts
$1.54M
Two Sigma Investments
33
Two Sigma Investments
New York
$1.35M
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.32M
SFG
35
Sovereign Financial Group
Connecticut
$1.25M
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.24M
FHA
37
Flagship Harbor Advisors
Massachusetts
$1.22M
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.19M
Jones Financial Companies
39
Jones Financial Companies
Missouri
$1.13M
CAL
40
Capital Advisors Ltd
Ohio
$904K
CAM
41
Cresset Asset Management
Illinois
$768K
KWM
42
Kingsview Wealth Management
Oregon
$760K
PEA
43
Park Edge Advisors
Ohio
$730K
Citadel Advisors
44
Citadel Advisors
Florida
$730K
SFS
45
Symphony Financial Services
Ohio
$700K
UFF
46
USA Financial Formulas
Michigan
$684K
GAM
47
Grandview Asset Management
Pennsylvania
$681K
NFSG
48
Newbridge Financial Services Group
Florida
$631K
AFG
49
Atomi Financial Group
New York
$631K
SPC
50
Sigma Planning Corp
Michigan
$588K