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ALPS O'Shares US Small-Cap Quality Dividend ETF

120 hedge funds and large institutions have $608M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$41.8M
2 +$35.1M
3 +$15.7M
4
FSA
Financial Services Advisory
Maryland
+$7.47M
5
Morgan Stanley
Morgan Stanley
New York
+$3.7M

Top Sellers

1 -$10.2M
2 -$9.86M
3 -$2.74M
4
KPWS
Kestra Private Wealth Services
Texas
-$1.08M
5
UBS Group
UBS Group
Switzerland
-$848K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$89.3M
Morgan Stanley
2
Morgan Stanley
New York
$75.5M
Raymond James Financial
3
Raymond James Financial
Florida
$61.3M
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$48.5M
CAL
5
Capital Analysts LLC
Pennsylvania
$27.9M
LPL Financial
6
LPL Financial
California
$26.7M
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$25.1M
Wells Fargo
8
Wells Fargo
California
$23.9M
UBS Group
9
UBS Group
Switzerland
$21.7M
Bank of America
10
Bank of America
North Carolina
$17.4M
SCM
11
Stonehearth Capital Management
Massachusetts
$15.9M
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$12.3M
PWP
13
Prasad Wealth Partners
Ohio
$10.2M
Stifel Financial
14
Stifel Financial
Missouri
$8.47M
FSA
15
Financial Services Advisory
Maryland
$7.47M
LFAS
16
Level Four Advisory Services
Texas
$7.19M
MAC
17
Mason & Associates (California)
California
$5.94M
MML Investors Services
18
MML Investors Services
Massachusetts
$5.63M
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.46M
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$5.31M
KV
21
Kickstand Ventures
New York
$4.93M
Jones Financial Companies
22
Jones Financial Companies
Missouri
$4.53M
CWM
23
Castle Wealth Management
Florida
$4.41M
SSWM
24
Sheets Smith Wealth Management
North Carolina
$4.15M
PPWP
25
Premier Path Wealth Partners
New Jersey
$3.82M