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

121 hedge funds and large institutions have $569M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 42

3% more funds holding

Funds holding: 117 → 121 (+4)

0% more capital invested

Capital invested by funds: $567M → $569M (+$2.31M)

1.16% less ownership

Funds ownership: 63.65% → 62.49% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
1.59%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
14
Increased
50
Reduced
42
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$5.12M
2
AAS
Avantax Advisory Services
Texas
+$3.25M
3
Raymond James Financial
Raymond James Financial
Florida
+$3.05M
4
PAS
Park Avenue Securities
New York
+$2.08M
5
ASN
Advisory Services Network
Georgia
+$1.9M

Top Sellers

Rank Fund Capital Flow
1
CAL
Capital Analysts LLC
Pennsylvania
-$9.54M
2
SGDR
SPX Gestao de Recursos
Brazil
-$7.32M
3
KV
Kickstand Ventures
New York
-$5.72M
4
BI
Berkeley Inc
Idaho
-$5.17M
5
Two Sigma Investments
Two Sigma Investments
New York
-$3.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Castle Wealth Management
Florida
$4.21M +$159K +3,815 +4%
KPWS
27
Kestra Private Wealth Services
Texas
$3.95M +$410K +9,801 +12%
EH
28
Equitable Holdings
New York
$3.63M +$359K +8,584 +11%
PPWP
29
Premier Path Wealth Partners
New Jersey
$3.44M +$52.6K +1,259 +2%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$3.29M +$793K +18,975 +33%
BPFA
31
Barnes Pettey Financial Advisors
Mississippi
$2.97M -$2.42K -58 -0.1%
WANY
32
Wealthspire Advisors (New York)
New York
$2.79M – – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.67M -$834K -19,967 -24%
SAM
34
Secure Asset Management
Michigan
$2.57M +$701K +16,784 +39%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$2.27M +$385K +9,218 +21%
BWA
36
Beam Wealth Advisors
Louisiana
$2.18M +$902K +21,575 +75%
PAS
37
Park Avenue Securities
New York
$2.15M +$2.08M +49,656 New
P
38
&Partners
Tennessee
$2.13M +$994K +23,780 +93%
PAG
39
Private Advisor Group
New Jersey
$2.11M -$125K -2,990 -6%
ASN
40
Advisory Services Network
Georgia
$1.97M +$1.9M +45,420 New
TFS
41
Thoroughbred Financial Services
Tennessee
$1.96M -$321K -7,675 -14%
PEA
42
Park Edge Advisors
Ohio
$1.95M -$143K -3,413 -7%
Two Sigma Investments
43
Two Sigma Investments
New York
$1.92M -$3.22M -76,971 -63%
HTC
44
Haverford Trust Company
Pennsylvania
$1.91M – – –
Brown Advisory
45
Brown Advisory
Maryland
$1.81M -$42K -1,004 -2%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.65M +$260K +6,212 +19%
WIM
47
WealthPlan Investment Management
Nebraska
$1.56M +$93.7K +2,241 +7%
BI
48
Berkeley Inc
Idaho
$1.55M -$5.17M -123,704 -77%
FP
49
Fiduciary Planning
Florida
$1.43M -$285K -6,813 -17%
BFA
50
Beacon Financial Advisory
Ohio
$1.39M +$352K +8,411 +35%
1
2
3 4 5

OUSM Hedge Fund Activity: Q2 2025 in Review

121 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) for Q2 2025, worth a combined $569M — up 0.41% from $567M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OUSM positions and 9 closed out — a net gain of 5 holders — while 50 added to existing stakes and 42 trimmed.

The largest buyer was Ameriprise, adding an estimated $5.12M. The largest seller was Capital Analysts LLC, cutting an estimated $9.54M.

  • 121 institutional investors held ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) as of Q2 2025, up from 117 in Q1 2025.
  • Funds reported $569M of ALPS O'Shares US Small-Cap Quality Dividend ETF stock for Q2 2025, up 0.41% quarter-over-quarter.
  • 14 funds opened new ALPS O'Shares US Small-Cap Quality Dividend ETF positions in Q2 2025 and 9 closed out, a net change of +5 holders.
  • The largest ALPS O'Shares US Small-Cap Quality Dividend ETF buyer in Q2 2025 was Ameriprise, an estimated $5.12M added.
  • The largest ALPS O'Shares US Small-Cap Quality Dividend ETF seller in Q2 2025 was Capital Analysts LLC, an estimated $9.54M sold.

Based on aggregated 13F filings for Q2 2025.