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

61 hedge funds and large institutions have $219M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
32
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$38.2M
2
AAS
2
Avantax Advisory Services
Texas
$10.1M
3
Ameriprise
3
Ameriprise
Minnesota
$29.1M
4
AFS
4
Axiom Financial Strategies
Indiana
$3.52M
5
FP
5
Fiduciary Planning
Florida
$1.57M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$12.8M
2
OP
2
ORG Partners
Indiana
$71K
3
SSWM
3
Sheets Smith Wealth Management
North Carolina
$938K
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
CA
5
Cambridge Advisors
Nebraska
$359K
Name Holding Trade Value Shares
Change 		Shares
Change %
PEA
26
Park Edge Advisors
Ohio
$1.21M -$21.6K -615 -2%
SPIA
27
Steward Partners Investment Advisory
New York
$1.14M -$3.2K -91 -0.3%
CNWM
28
Clay Northam Wealth Management
California
$1.13M +$40.2K +1,146 +4%
GIA
29
Gladstone Institutional Advisory
Florida
$1.11M +$861K +24,522 +346%
SSWM
30
Sheets Smith Wealth Management
North Carolina
$938K -$98K -2,791 -9%
EAM
31
Empirical Asset Management
Massachusetts
$846K -$18.8K -536 -2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$811K +$34.7K +989 +4%
LFAS
33
Level Four Advisory Services
Texas
$782K +$21.5K +611 +3%
TFS
34
Thoroughbred Financial Services
Tennessee
$774K +$403K +11,492 +109%
AWA
35
Acorn Wealth Advisors
Michigan
$679K +$14.1K +402 +2%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$678K +$163K +4,630 +32%
SWP
37
Stratos Wealth Partners
Ohio
$649K +$456 +13 +0.1%
Goldman Sachs
38
Goldman Sachs
New York
$618K – – –
SPC
39
Sigma Planning Corp
Michigan
$566K +$50.8K +1,448 +10%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$456K – – –
KAS
41
Kestra Advisory Services
Texas
$453K +$453K +12,904 New
CAL
42
Capital Advisors Ltd
Ohio
$363K +$140 +4 +0%
MML Investors Services
43
MML Investors Services
Massachusetts
$363K +$96.7K +2,750 +36%
CA
44
Cambridge Advisors
Nebraska
$359K -$36.1K -1,027 -9%
HighTower Advisors
45
HighTower Advisors
Illinois
$319K -$354 -10 -0.1%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$292K +$292K +8,304 New
CAN
47
Cetera Advisor Networks
California
$285K +$45.8K +1,305 +19%
DI
48
Diligent Investors
California
$228K -$28.1K -800 -11%
Comerica Bank
49
Comerica Bank
Texas
$153K +$153K +4,355 New
FFA
50
Farther Finance Advisors
California
$82.6K – – –
1
2
3