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ALPS O'Shares US Quality Dividend ETF
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Overview Fund Activity

121 hedge funds and large institutions have $378M invested in ALPS O'Shares US Quality Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
33
Reduced
42
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3M
2
WA
Win Advisors
Florida
+$2.54M
3
Goldman Sachs
Goldman Sachs
New York
+$1.88M
4
NA
NewEdge Advisors
Louisiana
+$1.67M
5
LPL Financial
LPL Financial
California
+$1.62M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.85M
2
IAA
Independent Advisor Alliance
North Carolina
-$1.79M
3
Ameriprise
Ameriprise
Minnesota
-$1.76M
4
Bank of America
Bank of America
North Carolina
-$1.45M
5
Wells Fargo
Wells Fargo
California
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
101
Financial Gravity Asset Management
Texas
$20K +$20K +376 New
GEA
102
Glen Eagle Advisors
New Jersey
$17.1K +$53 +1 +0.3%
MHR
103
Matthew Hamilton Rosenberg
$16.9K – – –
OIA
104
Optimum Investment Advisors
Illinois
$16.1K – – –
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
NB
106
NBT Bank
New York
$12.9K – – –
CFS
107
Compass Financial Services
Iowa
$9.95K +$9.95K +187 New
FFA
108
Farther Finance Advisors
California
$8.86K +$8.75K +165 +8,250%
AIC
109
Archer Investment Corporation
Indiana
$7.88K – – –
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$7.45K – – –
CA
111
CoreCap Advisors
Michigan
$7.45K – – –
CCM
112
Coldstream Capital Management
Washington
$7.4K +$7.4K +139 New
Q1WB
113
Quest 10 Wealth Builders
Virginia
$6.71K – – –
MCM
114
MAI Capital Management
Ohio
$6.2K – – –
OSAM
115
O'Shaughnessy Asset Management
Connecticut
$4.9K – – –
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$4.82K – – –
MG
117
Mather Group
Illinois
$3.73K – – –
Russell Investments Group
118
Russell Investments Group
United Kingdom
$1.97K – – –
S
119
SignatureFD
Georgia
$1.48K – – –
NMG
120
New Millennium Group
Utah
$852 -$8.47K -159 -91%
Citigroup
121
Citigroup
New York
$53 -$5.41K -102 -99%
IAA
122
Independent Advisor Alliance
North Carolina
– -$1.79M -33,697 Closed
UFF
123
USA Financial Formulas
Michigan
– -$544K -10,241 Closed
KFG
124
Kelly Financial Group
Connecticut
– -$359K -6,752 Closed
PAS
125
Park Avenue Securities
New York
– -$341K -6,425 Closed
2 3 4
5
6