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ALPS O'Shares US Small-Cap Quality Dividend ETF

125 hedge funds and large institutions have $548M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

0% more funds holding

Funds holding: 125125 (0)

2.65% less ownership

Funds ownership: 65.65%63% (-2.6%)

7% less capital invested

Capital invested by funds: $591M → $548M (-$42.7M)

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
125
Holders Change
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
14
Increased
40
Reduced
48
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$3.73M -$1.85M -40,700 -32%
SSWM
27
Sheets Smith Wealth Management
North Carolina
$3.66M -$203K -4,482 -5%
PPWP
28
Premier Path Wealth Partners
New Jersey
$3.17M -$439K -9,674 -12%
BPFA
29
Barnes Pettey Financial Advisors
Mississippi
$3.08M +$83.2K +1,835 +3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.92M +$174K +3,843 +6%
FPAS
31
Focus Partners Advisor Solutions
Missouri
$2.9M +$2.55M +56,268 +563%
BMWS
32
Brady Martz Wealth Solutions
North Dakota
$2.88M +$2.55M +56,266 +588%
WANY
33
Wealthspire Advisors (New York)
New York
$2.83M
WF
34
Willow Financial
Arkansas
$2.81M -$2.44M -53,768 -46%
KPWS
35
Kestra Private Wealth Services
Texas
$2.62M -$218K -4,814 -7%
ASN
36
Advisory Services Network
Georgia
$2.58M +$116K +2,567 +5%
PEA
37
Park Edge Advisors
Ohio
$2.57M +$11.7K +259 +0.4%
SFWA
38
Summit Financial Wealth Advisors
Louisiana
$2.23M +$125K +2,761 +6%
CNWM
39
Clay Northam Wealth Management
California
$2.06M +$619K +13,656 +41%
PAG
40
Private Advisor Group
New Jersey
$1.98M -$68.5K -1,510 -3%
Goldman Sachs
41
Goldman Sachs
New York
$1.97M +$1.75M +38,569 +601%
P
42
&Partners
Tennessee
$1.96M -$139K -3,065 -6%
Brown Advisory
43
Brown Advisory
Maryland
$1.94M
HTC
44
Haverford Trust Company
Pennsylvania
$1.94M
TFS
45
Thoroughbred Financial Services
Tennessee
$1.82M +$12.8K +283 +0.7%
TSMHT
46
Thurston Springer Miller Herd & Titak
Indiana
$1.74M -$464K -10,232 -20%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$1.65M +$15.2K +335 +0.9%
EH
48
Equitable Holdings
New York
$1.32M -$1.24M -27,352 -47%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.2M +$31.8K +702 +3%
GSEP
50
Golden State Equity Partners
California
$1.16M +$1.21M +26,617 New