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

120 hedge funds and large institutions have $535M 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, 49 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
1.61%
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
49
Reduced
42
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$5.3M
2
AAS
Avantax Advisory Services
Texas
+$3.36M
3
Raymond James Financial
Raymond James Financial
Florida
+$3.16M
4
PAS
Park Avenue Securities
New York
+$2.15M
5
ASN
Advisory Services Network
Georgia
+$1.97M

Top Sellers

1
CAL
Capital Analysts LLC
Pennsylvania
-$9.87M
2
SGDR
SPX Gestao de Recursos
Brazil
-$7.32M
3
KV
Kickstand Ventures
New York
-$5.92M
4
BI
Berkeley Inc
Idaho
-$5.35M
5
Two Sigma Investments
Two Sigma Investments
New York
-$3.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
26
Kestra Private Wealth Services
Texas
$3.95M +$424K +9,801 +12%
EH
27
Equitable Holdings
New York
$3.63M +$371K +8,584 +11%
PPWP
28
Premier Path Wealth Partners
New Jersey
$3.44M +$54.4K +1,259 +2%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$3.29M +$820K +18,975 +33%
BPFA
30
Barnes Pettey Financial Advisors
Mississippi
$2.97M -$2.51K -58 -0.1%
WANY
31
Wealthspire Advisors (New York)
New York
$2.79M – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.67M -$863K -19,967 -24%
SAM
33
Secure Asset Management
Michigan
$2.57M +$725K +16,784 +39%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$2.27M +$398K +9,218 +21%
BWA
35
Beam Wealth Advisors
Louisiana
$2.18M +$932K +21,575 +75%
PAS
36
Park Avenue Securities
New York
$2.15M +$2.15M +49,656 New
P
37
&Partners
Tennessee
$2.13M +$1.03M +23,780 +93%
PAG
38
Private Advisor Group
New Jersey
$2.11M -$129K -2,990 -6%
ASN
39
Advisory Services Network
Georgia
$1.97M +$1.97M +45,420 New
TFS
40
Thoroughbred Financial Services
Tennessee
$1.96M -$332K -7,675 -14%
PEA
41
Park Edge Advisors
Ohio
$1.95M -$147K -3,413 -7%
Two Sigma Investments
42
Two Sigma Investments
New York
$1.92M -$3.33M -76,971 -63%
HTC
43
Haverford Trust Company
Pennsylvania
$1.91M – – –
Brown Advisory
44
Brown Advisory
Maryland
$1.81M -$43.4K -1,004 -2%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$1.65M +$268K +6,212 +19%
WIM
46
WealthPlan Investment Management
Nebraska
$1.56M +$96.8K +2,241 +7%
BI
47
Berkeley Inc
Idaho
$1.55M -$5.35M -123,704 -77%
FP
48
Fiduciary Planning
Florida
$1.43M -$294K -6,813 -17%
BFA
49
Beacon Financial Advisory
Ohio
$1.39M +$363K +8,411 +35%
EA
50
Everpar Advisors
Oklahoma
$1.21M +$325K +7,523 +37%
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