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ALPS O'Shares US Small-Cap Quality Dividend ETF

124 hedge funds and large institutions have $586M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 16 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

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
124
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
HICL
27
Hamrick Investment Counsel, llc
Washington
$3.37M
BWA
28
Beam Wealth Advisors
Louisiana
$3M
BPFA
29
Barnes Pettey Financial Advisors
Mississippi
$3M
KPWS
30
Kestra Private Wealth Services
Texas
$2.83M
WANY
31
Wealthspire Advisors (New York)
New York
$2.83M
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.75M
PEA
33
Park Edge Advisors
Ohio
$2.56M
EH
34
Equitable Holdings
New York
$2.52M
ASN
35
Advisory Services Network
Georgia
$2.47M
AFS
36
Axiom Financial Strategies
Indiana
$2.23M
TSMHT
37
Thurston Springer Miller Herd & Titak
Indiana
$2.19M
SFWA
38
Summit Financial Wealth Advisors
Louisiana
$2.11M
P
39
&Partners
Tennessee
$2.09M
PAG
40
Private Advisor Group
New Jersey
$2.05M
Brown Advisory
41
Brown Advisory
Maryland
$1.94M
HTC
42
Haverford Trust Company
Pennsylvania
$1.94M
TFS
43
Thoroughbred Financial Services
Tennessee
$1.81M
Bank of New York Mellon
44
Bank of New York Mellon
New York
$1.63M
WIM
45
WealthPlan Investment Management
Nebraska
$1.6M
CNWM
46
Clay Northam Wealth Management
California
$1.46M
PAS
47
Park Avenue Securities
New York
$1.39M
Osaic Holdings
48
Osaic Holdings
Arizona
$1.2M
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.16M
FP
50
Fiduciary Planning
Florida
$1.14M