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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
WWA
76
Wisconsin Wealth Advisors
Wisconsin
$316K
HCMT
77
Highland Capital Management (Tennessee)
Tennessee
$307K
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$306K
CWMGO
79
Capstone Wealth Management Group (Oregon)
Oregon
$301K
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$292K
NRG
81
Nemes Rush Group
Michigan
$284K
MA
82
Mutual Advisors
Nebraska
$270K
NLP
83
Next Level Private
New York
$263K
TRCT
84
Tower Research Capital (TRC)
New York
$253K
Fidelity Investments
85
Fidelity Investments
Massachusetts
$240K
HGA
86
Hobbs Group Advisors
South Carolina
$234K
BW
87
BXM Wealth
Colorado
$226K
SA
88
Sovran Advisors
California
$203K
APA
89
Astoria Portfolio Advisors
New York
$201K
OP
90
ORG Partners
Indiana
$193K
ASN
91
Advisory Services Network
Georgia
$189K
SC
92
Stephens Consulting
Michigan
$186K
Comerica Bank
93
Comerica Bank
Texas
$162K
AWM
94
AE Wealth Management
Kansas
$147K
BBHC
95
Brown Brothers Harriman & Co
New York
$123K
HNW
96
High Note Wealth
Minnesota
$101K
WSFS
97
Wilmington Savings Fund Society
Delaware
$88.7K
SIC
98
Salem Investment Counselors
North Carolina
$76.3K
PTC
99
Private Trust Company
Ohio
$70.3K
FDW
100
Fourth Dimension Wealth
Ohio
$65K