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ALPS O'Shares US Small-Cap Quality Dividend ETF

120 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, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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 Sellers

1 -$9.87M
2 -$7.32M
3 -$5.92M
4
BI
Berkeley Inc
Idaho
-$5.35M
5
Two Sigma Investments
Two Sigma Investments
New York
-$3.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$70.9M
Morgan Stanley
2
Morgan Stanley
New York
$69.3M
AAS
3
Avantax Advisory Services
Texas
$39M
Wells Fargo
4
Wells Fargo
California
$33M
CAL
5
Capital Analysts LLC
Pennsylvania
$26.3M
LPL Financial
6
LPL Financial
California
$25.8M
Raymond James Financial
7
Raymond James Financial
Florida
$25.2M
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$24M
UBS Group
9
UBS Group
Switzerland
$21.8M
Bank of America
10
Bank of America
North Carolina
$15.9M
SCM
11
Stonehearth Capital Management
Massachusetts
$15.1M
TSMHT
12
Thurston Springer Miller Herd & Titak
Indiana
$10.3M
PWP
13
Prasad Wealth Partners
Ohio
$10M
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$8.64M
Stifel Financial
15
Stifel Financial
Missouri
$7.77M
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$6.46M
LFAS
17
Level Four Advisory Services
Texas
$6.08M
MML Investors Services
18
MML Investors Services
Massachusetts
$5.47M
MAC
19
Mason & Associates (California)
California
$5.39M
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.34M
AFS
21
Axiom Financial Strategies
Indiana
$4.9M
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$4.76M
KV
23
Kickstand Ventures
New York
$4.66M
SSWM
24
Sheets Smith Wealth Management
North Carolina
$4.35M
CWM
25
Castle Wealth Management
Florida
$4.21M