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ALPS O'Shares US Small-Cap Quality Dividend ETF

123 hedge funds and large institutions have $583M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

15% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 48

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Secure Asset Management
Michigan
$3.53M
BWA
27
Beam Wealth Advisors
Louisiana
$3M
BPFA
28
Barnes Pettey Financial Advisors
Mississippi
$3M
KPWS
29
Kestra Private Wealth Services
Texas
$2.83M
WANY
30
Wealthspire Advisors (New York)
New York
$2.83M
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.75M
PEA
32
Park Edge Advisors
Ohio
$2.56M
EH
33
Equitable Holdings
New York
$2.52M
ASN
34
Advisory Services Network
Georgia
$2.47M
AFS
35
Axiom Financial Strategies
Indiana
$2.23M
TSMHT
36
Thurston Springer Miller Herd & Titak
Indiana
$2.19M
SFWA
37
Summit Financial Wealth Advisors
Louisiana
$2.11M
P
38
&Partners
Tennessee
$2.09M
PAG
39
Private Advisor Group
New Jersey
$2.05M
Brown Advisory
40
Brown Advisory
Maryland
$1.94M
HTC
41
Haverford Trust Company
Pennsylvania
$1.94M
TFS
42
Thoroughbred Financial Services
Tennessee
$1.81M
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1.63M
WIM
44
WealthPlan Investment Management
Nebraska
$1.6M
CNWM
45
Clay Northam Wealth Management
California
$1.46M
PAS
46
Park Avenue Securities
New York
$1.39M
Osaic Holdings
47
Osaic Holdings
Arizona
$1.2M
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$1.16M
FP
49
Fiduciary Planning
Florida
$1.14M
SWP
50
Stratos Wealth Partners
Ohio
$1.04M