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

103 hedge funds and large institutions have $485M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+11
Holders Change %
+11.96%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
19
Increased
54
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$32.3M
2
BI
Berkeley Inc
Idaho
$6.16M
3
SA
Sanctuary Advisors
Indiana
$35.1M
4
MAC
Mason & Associates (California)
California
$5.05M
5
LPL Financial
LPL Financial
California
$24M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$3.95M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
EAM
Empirical Asset Management
Massachusetts
$0
4
OP
ORG Partners
Indiana
$130K
5
KPWS
Kestra Private Wealth Services
Texas
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
Secure Asset Management
Michigan
$3.43M +$412K +9,134 +14%
PPWP
27
Premier Path Wealth Partners
New Jersey
$3.4M +$177K +3,920 +5%
BPFA
28
Barnes Pettey Financial Advisors
Mississippi
$3.04M +$207K +4,601 +7%
WANY
29
Wealthspire Advisors (New York)
New York
$2.88M – – –
PEA
30
Park Edge Advisors
Ohio
$2.77M +$1.48M +32,735 +114%
NCFG
31
New Century Financial Group
New Jersey
$2.53M +$9.1K +202 +0.4%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$2.48M +$2.45M +54,262 +6,230%
PAG
33
Private Advisor Group
New Jersey
$2.37M -$170K -3,768 -7%
KDA
34
Kraft Davis & Associates
Missouri
$2.3M +$27.5K +620 +1%
FP
35
Fiduciary Planning
Florida
$2.23M -$87.3K -1,936 -4%
EH
36
Equitable Holdings
New York
$2.21M +$2.21M +48,938 New
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$2M +$50.5K +1,121 +3%
HTC
38
Haverford Trust Company
Pennsylvania
$1.99M – – –
Brown Advisory
39
Brown Advisory
Maryland
$1.96M – – –
Osaic Holdings
40
Osaic Holdings
Arizona
$1.85M +$158K +3,507 +9%
P
41
&Partners
Tennessee
$1.59M +$217K +4,816 +16%
WIM
42
WealthPlan Investment Management
Nebraska
$1.49M +$1.49M +32,981 New
GIA
43
Gladstone Institutional Advisory
Florida
$1.41M -$99.7K -2,213 -7%
TFS
44
Thoroughbred Financial Services
Tennessee
$1.34M +$124K +2,742 +10%
SPIA
45
Steward Partners Investment Advisory
New York
$1.28M -$11.5K -256 -0.9%
SFS
46
Symphony Financial Services
Ohio
$1.26M +$83.9K +1,861 +7%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.25M +$44.4K +985 +4%
CNWM
48
Clay Northam Wealth Management
California
$1.03M -$66.3K -1,471 -6%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$1.02M +$426K +9,444 +72%
SPC
50
Sigma Planning Corp
Michigan
$969K +$4.06K +90 +0.4%
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