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ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM

Overview Fund Activity

116 hedge funds and large institutions have $534M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
1.58%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
12
Increased
54
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAL
Capital Analysts LLC
Pennsylvania
+$35.2M
2
Morgan Stanley
Morgan Stanley
New York
+$13.9M
3
KV
Kickstand Ventures
New York
+$8.7M
4
Two Sigma Investments
Two Sigma Investments
New York
+$5.1M
5
BI
Berkeley Inc
Idaho
+$2.56M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$15.1M
2
Ameriprise
Ameriprise
Minnesota
-$13.2M
3
IAA
Independent Advisor Alliance
North Carolina
-$4.46M
4
SGDR
SPX Gestao de Recursos
Brazil
-$4.4M
5
Bank of America
Bank of America
North Carolina
-$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
26
Sheets Smith Wealth Management
North Carolina
$4.26M -$31.1K -740 -0.7%
CWM
27
Castle Wealth Management
Florida
$3.93M +$81.6K +1,941 +2%
KPWS
28
Kestra Private Wealth Services
Texas
$3.43M +$54.2K +1,291 +2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.43M +$296K +7,046 +9%
PPWP
30
Premier Path Wealth Partners
New Jersey
$3.29M +$36.1K +860 +1%
EH
31
Equitable Holdings
New York
$3.17M +$348K +8,273 +12%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$3.13M +$486K +11,565 +18%
BPFA
33
Barnes Pettey Financial Advisors
Mississippi
$2.89M -$140K -3,327 -5%
WANY
34
Wealthspire Advisors (New York)
New York
$2.72M +$12.1K +287 +0.4%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$2.4M +$562K +13,418 +31%
TFS
36
Thoroughbred Financial Services
Tennessee
$2.23M +$870K +20,706 +64%
PAG
37
Private Advisor Group
New Jersey
$2.17M -$56.3K -1,339 -3%
PEA
38
Park Edge Advisors
Ohio
$2.04M -$774K -18,430 -28%
HTC
39
Haverford Trust Company
Pennsylvania
$1.86M – – –
Bank of New York Mellon
40
Bank of New York Mellon
New York
$1.82M +$1.41M +33,550 +342%
Brown Advisory
41
Brown Advisory
Maryland
$1.8M -$2.9K -69 -0.2%
SAM
42
Secure Asset Management
Michigan
$1.79M +$1.79M +42,639 New
Goldman Sachs
43
Goldman Sachs
New York
$1.77M +$1.77M +42,031 New
FP
44
Fiduciary Planning
Florida
$1.67M -$279K -6,643 -14%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.52M +$1.21M +28,770 +392%
WIM
46
WealthPlan Investment Management
Nebraska
$1.43M -$4.54K -108 -0.3%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.35M +$48.7K +1,158 +4%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$1.34M -$124K -2,959 -8%
BWA
49
Beam Wealth Advisors
Louisiana
$1.21M +$237K +5,644 +24%
SPIA
50
Steward Partners Investment Advisory
New York
$1.19M -$1.09K -26 -0.1%
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