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ALPS O'Shares US Small-Cap Quality Dividend ETF

125 hedge funds and large institutions have $548M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
125
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$3.73M
SSWM
27
Sheets Smith Wealth Management
North Carolina
$3.66M
PPWP
28
Premier Path Wealth Partners
New Jersey
$3.17M
BPFA
29
Barnes Pettey Financial Advisors
Mississippi
$3.08M
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.92M
FPAS
31
Focus Partners Advisor Solutions
Missouri
$2.9M
BMWS
32
Brady Martz Wealth Solutions
North Dakota
$2.88M
WANY
33
Wealthspire Advisors (New York)
New York
$2.83M
WF
34
Willow Financial
Arkansas
$2.81M
KPWS
35
Kestra Private Wealth Services
Texas
$2.62M
ASN
36
Advisory Services Network
Georgia
$2.58M
PEA
37
Park Edge Advisors
Ohio
$2.57M
SFWA
38
Summit Financial Wealth Advisors
Louisiana
$2.23M
CNWM
39
Clay Northam Wealth Management
California
$2.06M
PAG
40
Private Advisor Group
New Jersey
$1.98M
Goldman Sachs
41
Goldman Sachs
New York
$1.97M
P
42
&Partners
Tennessee
$1.96M
Brown Advisory
43
Brown Advisory
Maryland
$1.94M
HTC
44
Haverford Trust Company
Pennsylvania
$1.94M
TFS
45
Thoroughbred Financial Services
Tennessee
$1.82M
TSMHT
46
Thurston Springer Miller Herd & Titak
Indiana
$1.74M
Bank of New York Mellon
47
Bank of New York Mellon
New York
$1.65M
EH
48
Equitable Holdings
New York
$1.32M
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.2M
GSEP
50
Golden State Equity Partners
California
$1.16M