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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
AIC
126
Archer Investment Corporation
Indiana
$8.54K
CA
127
CoreCap Advisors
Michigan
$8.08K
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$8.08K
Q1WB
129
Quest 10 Wealth Builders
Virginia
$7.1K -$170 -3 -2%
MCM
130
MAI Capital Management
Ohio
$6.79K +$57 +1 +0.9%
KFG
131
Kingdom Financial Group
Arizona
$6.75K +$6.64K +117 New
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$5.23K
AssetMark Inc
133
AssetMark Inc
California
$2.94K -$284 -5 -9%
ACA
134
Aptus Capital Advisors
Alabama
$2.83K +$2.78K +49 New
Russell Investments Group
135
Russell Investments Group
United Kingdom
$2.13K
FFA
136
Farther Finance Advisors
California
$115
Citadel Advisors
137
Citadel Advisors
Florida
-$730K -12,909 Closed
NFSG
138
Newbridge Financial Services Group
Florida
-$631K -11,161 Closed
SOS
139
Silver Oak Securities
Tennessee
-$396K -7,009 Closed
HF
140
HRT Financial
New York
-$342K -6,053 Closed
WWA
141
Wisconsin Wealth Advisors
Wisconsin
-$316K -5,592 Closed
TRCT
142
Tower Research Capital (TRC)
New York
-$253K -4,472 Closed
ASN
143
Advisory Services Network
Georgia
-$189K -3,338 Closed
SIC
144
Salem Investment Counselors
North Carolina
-$76.3K -1,350 Closed
PS
145
Principal Securities
Iowa
-$29.6K -524 Closed
ADL
146
Asset Dedication LLC
California
-$26.9K -475 Closed
TCM
147
TruNorth Capital Management
Michigan
-$23.7K -420 Closed
PAI
148
Pittenger & Anderson Inc
Nebraska
-$6.81K -120 Closed
MG
149
Mather Group
Illinois
-$3.96K -70 Closed
HFS
150
Hantz Financial Services
Michigan
-$2K -43 Closed