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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
Morgan Stanley
1
Morgan Stanley
New York
$91.7M +$2.07M +36,434 +2%
LPL Financial
2
LPL Financial
California
$30.5M -$983K -17,333 -3%
Ameriprise
3
Ameriprise
Minnesota
$26.6M -$257K -4,531 -1%
Bank of America
4
Bank of America
North Carolina
$23.1M +$981K +17,295 +5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19M +$1.38M +24,240 +8%
Wells Fargo
6
Wells Fargo
California
$18.6M +$184K +3,251 +1%
MOS
7
MGO One Seven
Ohio
$15.6M +$366K +6,454 +2%
KAS
8
Kestra Advisory Services
Texas
$15M +$944K +16,639 +7%
Raymond James Financial
9
Raymond James Financial
Florida
$13.4M -$218K -3,848 -2%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$11.4M -$252K -4,439 -2%
UBS Group
11
UBS Group
Switzerland
$11.1M -$304K -5,350 -3%
TSMHT
12
Thurston Springer Miller Herd & Titak
Indiana
$7.6M +$4.18M +73,618 +127%
EH
13
Equitable Holdings
New York
$7.17M -$720K -12,683 -9%
KPWS
14
Kestra Private Wealth Services
Texas
$6.55M +$44.8K +789 +0.7%
P
15
&Partners
Tennessee
$5.82M -$943K -16,626 -14%
Stifel Financial
16
Stifel Financial
Missouri
$5.33M +$85.4K +1,505 +2%
PAG
17
Private Advisor Group
New Jersey
$4.68M -$72K -1,269 -2%
SA
18
Sanctuary Advisors
Indiana
$4.52M +$68K +1,199 +2%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$3.99M +$1.76K +31 +0%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.78M +$64.1K +1,130 +2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.65M -$175K -3,092 -5%
NA
22
NewEdge Advisors
Louisiana
$3.56M -$68.1K -1,201 -2%
AAS
23
Ameritas Advisory Services
Nebraska
$3.24M +$3.19M +56,167 New
AA
24
ALPS Advisors
Colorado
$3.21M
SWP
25
Stratos Wealth Partners
Ohio
$3.21M -$2.72K -48 -0.1%