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ALPS O'Shares U.S. Quality Dividend ETF

134 hedge funds and large institutions have $379M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 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: $401M → $379M (-$22.3M)

30% less repeat investments, than reductions

Existing positions increased: 35 | 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
MML Investors Services
26
MML Investors Services
Massachusetts
$2.98M
DC
27
Davenport & Co
Virginia
$2.01M
WIM
28
WealthPlan Investment Management
Nebraska
$1.96M
AC
29
Avant Capital
Louisiana
$1.95M
AF
30
Apollon Financial
South Carolina
$1.86M
CT
31
Caldwell Trust
Florida
$1.68M
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.67M
BFA
33
Beaumont Financial Advisors
Massachusetts
$1.54M
Two Sigma Investments
34
Two Sigma Investments
New York
$1.35M
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.32M
SFG
36
Sovereign Financial Group
Connecticut
$1.25M
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.24M
FHA
38
Flagship Harbor Advisors
Massachusetts
$1.22M
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.19M
Jones Financial Companies
40
Jones Financial Companies
Missouri
$1.13M
CAL
41
Capital Advisors Ltd
Ohio
$904K
CAM
42
Cresset Asset Management
Illinois
$768K
KWM
43
Kingsview Wealth Management
Oregon
$760K
PEA
44
Park Edge Advisors
Ohio
$730K
Citadel Advisors
45
Citadel Advisors
Florida
$730K
SFS
46
Symphony Financial Services
Ohio
$700K
UFF
47
USA Financial Formulas
Michigan
$684K
GAM
48
Grandview Asset Management
Pennsylvania
$681K
NFSG
49
Newbridge Financial Services Group
Florida
$631K
AFG
50
Atomi Financial Group
New York
$631K