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ALPS O'Shares US Small-Cap Quality Dividend ETF

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
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$35.2M
2 +$13.9M
3 +$8.7M
4
Two Sigma Investments
Two Sigma Investments
New York
+$5.1M
5
BI
Berkeley Inc
Idaho
+$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
26
Sheets Smith Wealth Management
North Carolina
$4.26M
CWM
27
Castle Wealth Management
Florida
$3.93M
KPWS
28
Kestra Private Wealth Services
Texas
$3.43M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.43M
PPWP
30
Premier Path Wealth Partners
New Jersey
$3.29M
EH
31
Equitable Holdings
New York
$3.17M
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$3.13M
BPFA
33
Barnes Pettey Financial Advisors
Mississippi
$2.89M
WANY
34
Wealthspire Advisors (New York)
New York
$2.72M
Jones Financial Companies
35
Jones Financial Companies
Missouri
$2.4M
TFS
36
Thoroughbred Financial Services
Tennessee
$2.23M
PAG
37
Private Advisor Group
New Jersey
$2.17M
PEA
38
Park Edge Advisors
Ohio
$2.04M
HTC
39
Haverford Trust Company
Pennsylvania
$1.86M
Bank of New York Mellon
40
Bank of New York Mellon
New York
$1.82M
Brown Advisory
41
Brown Advisory
Maryland
$1.8M
SAM
42
Secure Asset Management
Michigan
$1.79M
Goldman Sachs
43
Goldman Sachs
New York
$1.77M
FP
44
Fiduciary Planning
Florida
$1.67M
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.52M
WIM
46
WealthPlan Investment Management
Nebraska
$1.43M
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.35M
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$1.34M
BWA
49
Beam Wealth Advisors
Louisiana
$1.21M
SPIA
50
Steward Partners Investment Advisory
New York
$1.19M