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

44 hedge funds and large institutions have $86.9M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+5
Holders Change %
+12.82%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
14
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.7M
2
Citadel Advisors
Citadel Advisors
Florida
$1.05M
3
FTUS
Flow Traders U.S.
New York
$763K
4
UBS Group
UBS Group
Switzerland
$17.9M
5
GIA
Gladstone Institutional Advisory
Florida
$472K

Top Sellers

1
WANY
Wealthspire Advisors (New York)
New York
$0
2
Morgan Stanley
Morgan Stanley
New York
$13M
3
Bank of America
Bank of America
North Carolina
$7.82M
4
SCM
Stonehearth Capital Management
Massachusetts
$12.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$594K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$434K -$46.4K -1,250 -10%
CAL
27
Capital Advisors Ltd
Ohio
$418K +$149 +4 +0%
AWA
28
Acorn Wealth Advisors
Michigan
$411K +$97.5K +2,622 +31%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$373K -$14.6K -393 -4%
CFA
30
Carroll Financial Associates
North Carolina
$308K – – –
DI
31
Diligent Investors
California
$298K -$18.6K -500 -6%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$259K +$2.97K +80 +1%
CPA
33
Clear Perspective Advisors
Illinois
$204K +$204K +5,491 New
APA
34
American Portfolios Advisors
New York
$165K +$186 +5 +0.1%
CH
35
Canton Hathaway
Rhode Island
$37K – – –
IA
36
IFP Advisors
Florida
$35K +$147 +4 +0.4%
TC
37
TAP Consulting
Missouri
$32K +$32K +850 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$30K +$2.12K +58 +8%
CFCI
39
Comprehensive Financial Consultants Institutional
Indiana
$18K +$18K +541 New
RPCONE
40
Retirement Planning Company of New England
Rhode Island
$9K +$9K +250 New
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$7.44K -$3.72K -100 -33%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$5K – – –
SWM
43
Spire Wealth Management
Virginia
$4K +$4K +95 New
PFA
44
Professional Financial Advisors
Nebraska
$1K – – –
WANY
45
Wealthspire Advisors (New York)
New York
– -$2.22M -64,000 Closed
AWA
46
Arkadios Wealth Advisors
Georgia
– -$16K -475 Closed
HI
47
Harbour Investments
Wisconsin
– -$10K -300 Closed
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