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ALPS O'Shares U.S. Quality Dividend ETF

136 hedge funds and large institutions have $391M invested in ALPS O'Shares U.S. Quality Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.07% more ownership

Funds ownership: 45.95%48.01% (+2.1%)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

3% more capital invested

Capital invested by funds: $379M → $391M (+$11.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 137136 (-1)

Holders
136
Holders Change
-1
Holders Change %
-0.73%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
46
Reduced
43
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$2.9M -$137K -2,419 -5%
AC
27
Avant Capital
Louisiana
$2.08M +$89.3K +1,573 +5%
WIM
28
WealthPlan Investment Management
Nebraska
$2.05M +$43.2K +762 +2%
DC
29
Davenport & Co
Virginia
$1.91M -$135K -2,378 -7%
Goldman Sachs
30
Goldman Sachs
New York
$1.82M -$2.55M -44,989 -59%
CT
31
Caldwell Trust
Florida
$1.7M -$15.2K -267 -0.9%
AF
32
Apollon Financial
South Carolina
$1.7M -$200K -3,525 -11%
BFA
33
Beaumont Financial Advisors
Massachusetts
$1.57M -$4.37K -77 -0.3%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$1.39M +$230K +4,049 +20%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$1.38M -$325K -5,732 -19%
SFG
36
Sovereign Financial Group
Connecticut
$1.28M +$1.59K +28 +0.1%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.18M -$25.4K -448 -2%
FHA
38
Flagship Harbor Advisors
Massachusetts
$1.16M -$84.7K -1,492 -7%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.15M -$119K -2,105 -10%
TW
40
Tempo Wealth
Ohio
$1.13M +$1.11M +19,552 New
CAL
41
Capital Advisors Ltd
Ohio
$919K -$3.29K -58 -0.4%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$901K -$441K -7,774 -33%
CAM
43
Cresset Asset Management
Illinois
$784K
KWM
44
Kingsview Wealth Management
Oregon
$777K +$851 +15 +0.1%
PEA
45
Park Edge Advisors
Ohio
$745K +$57 +1 +0%
UFF
46
USA Financial Formulas
Michigan
$721K +$22K +388 +3%
GAM
47
Grandview Asset Management
Pennsylvania
$696K +$1.87K +33 +0.3%
AFG
48
Atomi Financial Group
New York
$667K +$22.2K +391 +4%
SPC
49
Sigma Planning Corp
Michigan
$607K +$6.81K +120 +1%
SFS
50
Symphony Financial Services
Ohio
$592K -$121K -2,133 -17%