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ALPS O'Shares U.S. Quality Dividend ETF

135 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, 36 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)

28% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 50

Holders
135
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
PTC
101
Private Trust Company
Ohio
$70.3K
FDW
102
Fourth Dimension Wealth
Ohio
$65K
CTC
103
Central Trust Company
Missouri
$60.8K
US Bancorp
104
US Bancorp
Minnesota
$60.6K
WTC
105
WhitTier Trust Company
Nevada
$56.7K
NS
106
NBC Securities
Alabama
$37.5K
TCM
107
TD Capital Management
Tennessee
$37.4K
JHCP
108
Jackson Hole Capital Partners
Oklahoma
$31.2K
PS
109
Principal Securities
Iowa
$29.6K
ADL
110
Asset Dedication LLC
California
$26.9K
William Blair & Company
111
William Blair & Company
Illinois
$26.6K
PGAM
112
Princeton Global Asset Management
New Jersey
$24K
TCM
113
TruNorth Capital Management
Michigan
$23.7K
GEA
114
Glen Eagle Advisors
New Jersey
$18.3K
MHR
115
Matthew Hamilton Rosenberg
$18K
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$17.5K
OIA
117
Optimum Investment Advisors
Illinois
$17.1K
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$17K
AAP
119
Arax Advisory Partners
Colorado
$17K
NB
120
NBT Bank
New York
$13.7K
CFS
121
Compass Financial Services
Iowa
$10.6K
AIC
122
Archer Investment Corporation
Indiana
$8.37K
CA
123
CoreCap Advisors
Michigan
$7.92K
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$7.92K
Q1WB
125
Quest 10 Wealth Builders
Virginia
$7.12K