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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
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$317K +$19.2K +338 +7%
MFG
77
MTM Financial Group
Pennsylvania
$316K
HCMT
78
Highland Capital Management (Tennessee)
Tennessee
$309K -$4.77K -84 -2%
MWP
79
Madison Wealth Partners
Wisconsin
$304K +$299K +5,266 New
BWAM
80
Blue Water Asset Management
Michigan
$299K +$294K +5,183 New
CWMGO
81
Capstone Wealth Management Group (Oregon)
Oregon
$296K -$11.3K -200 -4%
MA
82
Mutual Advisors
Nebraska
$277K +$57 +1 +0%
NLP
83
Next Level Private
New York
$268K
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$266K -$44.6K -786 -15%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$247K +$1.59K +28 +0.7%
HGA
86
Hobbs Group Advisors
South Carolina
$239K +$567 +10 +0.2%
NRG
87
Nemes Rush Group
Michigan
$232K -$56.9K -1,002 -20%
APA
88
Astoria Portfolio Advisors
New York
$219K +$11.5K +203 +6%
MWA
89
Medallion Wealth Advisors
Connecticut
$214K
NW
90
NewEdge Wealth
Pennsylvania
$214K -$178K -3,135 -46%
SA
91
Sovran Advisors
California
$213K
CL
92
Choreo LLC
Illinois
$212K -$279K -4,918 -57%
OP
93
ORG Partners
Indiana
$197K +$794 +14 +0.4%
SC
94
Stephens Consulting
Michigan
$190K
Comerica Bank
95
Comerica Bank
Texas
$164K -$1.19K -21 -0.7%
AWM
96
AE Wealth Management
Kansas
$160K +$9.25K +163 +6%
MCP
97
Miller Capital Partners
Michigan
$133K +$130K +2,298 New
BBHC
98
Brown Brothers Harriman & Co
New York
$125K
HNW
99
High Note Wealth
Minnesota
$102K -$1.87K -33 -2%
WSFS
100
Wilmington Savings Fund Society
Delaware
$90.5K