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ALPS O'Shares US Small-Cap Quality Dividend ETF
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Overview Fund Activity

119 hedge funds and large institutions have $535M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
1.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
14
Increased
49
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$70.9M
2
AAS
2
Avantax Advisory Services
Texas
$39M
3
Raymond James Financial
3
Raymond James Financial
Florida
$25.2M
4
PAS
4
Park Avenue Securities
New York
$2.15M
5
ASN
5
Advisory Services Network
Georgia
$1.97M

Top Sellers

1
CAL
1
Capital Analysts LLC
Pennsylvania
$26.3M
2
SGDR
2
SPX Gestao de Recursos
Brazil
$0
3
KV
3
Kickstand Ventures
New York
$4.66M
4
BI
4
Berkeley Inc
Idaho
$1.55M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$70.9M 1,641,689 +122,578 +8%
Morgan Stanley
2
Morgan Stanley
New York
$69.3M 1,602,812 +34,998 +2%
AAS
3
Avantax Advisory Services
Texas
$39M 902,661 +77,845 +9%
Wells Fargo
4
Wells Fargo
California
$33M 762,820 -24,497 -3%
CAL
5
Capital Analysts LLC
Pennsylvania
$26.3M 608,179 -228,395 -27%
LPL Financial
6
LPL Financial
California
$25.8M 596,483 +27,790 +5%
Raymond James Financial
7
Raymond James Financial
Florida
$25.2M 583,401 +73,023 +14%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$24M 554,954 +18,197 +3%
UBS Group
9
UBS Group
Switzerland
$21.8M 504,394 -26,512 -5%
Bank of America
10
Bank of America
North Carolina
$15.9M 367,545 +16,028 +5%
SCM
11
Stonehearth Capital Management
Massachusetts
$15.1M 350,366 -1,531 -0.4%
TSMHT
12
Thurston Springer Miller Herd & Titak
Indiana
$10.3M 239,493 +27,706 +13%
PWP
13
Prasad Wealth Partners
Ohio
$10M 232,347 +31,453 +16%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$8.64M 199,916 -48,787 -20%
Stifel Financial
15
Stifel Financial
Missouri
$7.77M 179,828 -20,967 -10%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$6.46M 149,413 +19,582 +15%
LFAS
17
Level Four Advisory Services
Texas
$6.08M 140,654 -34,334 -20%
MML Investors Services
18
MML Investors Services
Massachusetts
$5.47M 126,623 +12,014 +10%
MAC
19
Mason & Associates (California)
California
$5.39M 124,832 +3,290 +3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.34M 123,650 +15,812 +15%
AFS
21
Axiom Financial Strategies
Indiana
$4.9M 113,463 -1,961 -2%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$4.76M 110,166 +35,719 +48%
KV
23
Kickstand Ventures
New York
$4.66M 107,934 -136,938 -56%
SSWM
24
Sheets Smith Wealth Management
North Carolina
$4.35M 100,764 -551 -0.5%
CWM
25
Castle Wealth Management
Florida
$4.21M 97,362 +3,815 +4%
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