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

50 hedge funds and large institutions have $113M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+6
Holders Change %
+13.64%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
23
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$4.62M
2
Bank of America
Bank of America
North Carolina
+$2.32M
3
Wells Fargo
Wells Fargo
California
+$2.2M
4
PEA
Park Edge Advisors
Ohio
+$1.24M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.11M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$390K
2
HPCM
Hunter Perkins Capital Management
Illinois
-$280K
3
SCM
Stonehearth Capital Management
Massachusetts
-$244K
4
TCM
Triumph Capital Management
Colorado
-$213K
5
EAM
Empirical Asset Management
Massachusetts
-$195K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$543K +$543K +15,375 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$513K +$119K +3,376 +30%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$493K +$493K +13,970 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$476K – – –
OP
30
ORG Partners
Indiana
$442K +$442K +12,537 New
CA
31
Cambridge Advisors
Nebraska
$400K -$10.2K -290 -2%
CAL
32
Capital Advisors Ltd
Ohio
$365K +$282 +8 +0.1%
HighTower Advisors
33
HighTower Advisors
Illinois
$331K -$37.6K -1,060 -10%
DI
34
Diligent Investors
California
$268K – – –
GIA
35
Gladstone Institutional Advisory
Florida
$259K +$530 +15 +0.2%
Citadel Advisors
36
Citadel Advisors
Florida
$250K -$390K -11,052 -61%
CAN
37
Cetera Advisor Networks
California
$246K +$25.2K +714 +11%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$231K +$231K +6,547 New
FFA
39
Farther Finance Advisors
California
$83.1K -$22.9K -647 -22%
GA
40
GoalVest Advisory
New York
$78.3K – – –
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$41.9K +$41.9K +1,185 New
CH
42
Canton Hathaway
Rhode Island
$35K – – –
TRCT
43
Tower Research Capital (TRC)
New York
$33K +$33K +927 New
IA
44
IFP Advisors
Florida
$30.3K +$217 +7 +0.7%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$14.1K -$14.1K -400 -50%
AAS
46
Ameritas Advisory Services
Nebraska
$7.19K +$7.19K +203 New
UFF
47
USA Financial Formulas
Michigan
$1.87K +$1.87K +53 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$1.56K +$37 +1,040 +2%
ASN
49
Advisory Services Network
Georgia
$1.06K – – –
Fidelity Investments
50
Fidelity Investments
Massachusetts
$248 +$177 +5 +250%
1
2
3