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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
BW
51
BXM Wealth
Colorado
$577K +$426K +7,500 +300%
Truist Financial
52
Truist Financial
North Carolina
$538K +$74.7K +1,316 +16%
WS
53
Wedbush Securities
California
$523K
HighTower Advisors
54
HighTower Advisors
Illinois
$506K -$10.5K -185 -2%
IFPG
55
Intrepid Financial Planning Group
Indiana
$501K +$24.4K +430 +5%
KFP
56
Kerr Financial Planning
California
$498K -$24.2K -427 -5%
OC
57
Oppenheimer & Co
New York
$483K -$6.75K -119 -1%
Cerity Partners
58
Cerity Partners
New York
$474K +$39.7K +699 +9%
FFN
59
Focus Financial Network
Minnesota
$455K +$1.59K +28 +0.4%
Mariner
60
Mariner
Kansas
$445K +$12.3K +216 +3%
PAS
61
Park Avenue Securities
New York
$440K
Two Sigma Investments
62
Two Sigma Investments
New York
$421K -$942K -16,600 -69%
JWCA
63
J.W. Cole Advisors
Florida
$418K +$794 +14 +0.2%
Creative Planning
64
Creative Planning
Kansas
$414K
JP Morgan Chase
65
JP Morgan Chase
New York
$410K
BMCM
66
Burns Matteson Capital Management
New York
$387K
BFA
67
Beacon Financial Advisory
Ohio
$384K +$1.25K +22 +0.3%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$378K +$624 +11 +0.2%
SF
69
Summit Financial
New Jersey
$378K -$2.84K -50 -0.8%
EWM
70
Elmwood Wealth Management
California
$376K +$369K +6,508 New
DI
71
Diligent Investors
California
$373K +$227 +4 +0.1%
IWC
72
Integrated Wealth Concepts
Massachusetts
$370K -$25.1K -443 -6%
PVI
73
Pine Valley Investments
New Jersey
$360K +$1.25K +22 +0.4%
SPIA
74
Steward Partners Investment Advisory
New York
$344K -$8.51K -150 -2%
BPA
75
Beacon Pointe Advisors
California
$321K -$5.79K -102 -2%