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

84 hedge funds and large institutions have $330M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+12
Holders Change %
+16.67%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
42
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$25.4M
2
UBS Group
2
UBS Group
Switzerland
$23.6M
3
Ameriprise
3
Ameriprise
Minnesota
$49.9M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$20.1M
5
Wells Fargo
5
Wells Fargo
California
$22.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$33.1M
2
Bank of America
2
Bank of America
North Carolina
$17M
3
FA
3
FDx Advisors
Illinois
$0
4
OP
4
ORG Partners
Indiana
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$2.07M +$413K +9,697 +25%
HTC
27
Haverford Trust Company
Pennsylvania
$1.88M -$315K -7,400 -14%
GIA
28
Gladstone Institutional Advisory
Florida
$1.85M +$436K +10,242 +31%
Brown Advisory
29
Brown Advisory
Maryland
$1.85M +$4.47K +105 +0.2%
LFAS
30
Level Four Advisory Services
Texas
$1.82M +$6.11K +156 +0.3%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.77M -$876K -20,718 -33%
PEA
32
Park Edge Advisors
Ohio
$1.51M +$13.4K +314 +0.9%
SPIA
33
Steward Partners Investment Advisory
New York
$1.3M -$42.8K -1,006 -3%
CNWM
34
Clay Northam Wealth Management
California
$1.29M -$73.5K -1,727 -5%
PFS
35
Prospera Financial Services
Texas
$1.29M +$1.29M +30,337 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.1M +$97.5K +2,290 +10%
TFS
37
Thoroughbred Financial Services
Tennessee
$1.07M +$158K +3,703 +17%
EAM
38
Empirical Asset Management
Massachusetts
$934K -$78.1K -1,835 -8%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$929K +$397K +9,320 +75%
SPC
40
Sigma Planning Corp
Michigan
$885K +$463K +10,868 +110%
SWP
41
Stratos Wealth Partners
Ohio
$837K +$16.9K +396 +2%
AWA
42
Acorn Wealth Advisors
Michigan
$812K -$553 -13 -0.1%
SAM
43
Secure Asset Management
Michigan
$758K +$190K +4,456 +33%
Goldman Sachs
44
Goldman Sachs
New York
$750K – – –
KAS
45
Kestra Advisory Services
Texas
$599K +$25.2K +592 +4%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$553K – – –
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$548K +$548K +12,868 New
CA
48
Cambridge Advisors
Nebraska
$435K -$255 -6 -0.1%
MOS
49
MGO One Seven
Ohio
$420K +$420K +9,872 New
Jane Street
50
Jane Street
New York
$404K +$404K +9,481 New
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