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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
BPA
76
Beacon Pointe Advisors
California
$321K
WWA
77
Wisconsin Wealth Advisors
Wisconsin
$316K
HCMT
78
Highland Capital Management (Tennessee)
Tennessee
$307K
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$306K
CWMGO
80
Capstone Wealth Management Group (Oregon)
Oregon
$301K
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$292K
NRG
82
Nemes Rush Group
Michigan
$284K
MA
83
Mutual Advisors
Nebraska
$270K
NLP
84
Next Level Private
New York
$263K
TRCT
85
Tower Research Capital (TRC)
New York
$253K
Fidelity Investments
86
Fidelity Investments
Massachusetts
$240K
HGA
87
Hobbs Group Advisors
South Carolina
$234K
BW
88
BXM Wealth
Colorado
$226K
SA
89
Sovran Advisors
California
$203K
APA
90
Astoria Portfolio Advisors
New York
$201K
OP
91
ORG Partners
Indiana
$193K
ASN
92
Advisory Services Network
Georgia
$189K
SC
93
Stephens Consulting
Michigan
$186K
Comerica Bank
94
Comerica Bank
Texas
$162K
AWM
95
AE Wealth Management
Kansas
$147K
BBHC
96
Brown Brothers Harriman & Co
New York
$123K
HNW
97
High Note Wealth
Minnesota
$101K
WSFS
98
Wilmington Savings Fund Society
Delaware
$88.7K
SIC
99
Salem Investment Counselors
North Carolina
$76.3K
PTC
100
Private Trust Company
Ohio
$70.3K