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

119 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, 41 reducing their positions, and 9 closing their positions.

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
1.6%
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
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$70.9M
2
AAS
2
Avantax Advisory Services
Texas
$39M
3
Raymond James Financial
3
Raymond James Financial
Florida
$25.2M
4
PAS
4
Park Avenue Securities
New York
$2.15M
5
ASN
5
Advisory Services Network
Georgia
$1.97M

Top Sellers

1
CAL
1
Capital Analysts LLC
Pennsylvania
$26.3M
2
SGDR
2
SPX Gestao de Recursos
Brazil
$0
3
KV
3
Kickstand Ventures
New York
$4.66M
4
BI
4
Berkeley Inc
Idaho
$1.55M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$1.14M 26,407 -1,964 -7%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$1.06M 24,565 -7,419 -23%
SPC
53
Sigma Planning Corp
Michigan
$1.03M 23,883 +2,064 +9%
Osaic Holdings
54
Osaic Holdings
Arizona
$984K 22,537 -1,278 -5%
SWP
55
Stratos Wealth Partners
Ohio
$983K 22,751 -94 -0.4%
GIA
56
Gladstone Institutional Advisory
Florida
$939K 21,729 +271 +1%
SPIA
57
Steward Partners Investment Advisory
New York
$915K 21,170 -7,200 -25%
Truist Financial
58
Truist Financial
North Carolina
$913K 21,139 +21,139 New
MA
59
Mutual Advisors
Nebraska
$837K 19,060 +3,612 +23%
AWA
60
Acorn Wealth Advisors
Michigan
$827K 19,134 +84 +0.4%
CNWM
61
Clay Northam Wealth Management
California
$783K 18,124 +6 +0%
VA
62
VestGen Advisors
Illinois
$688K 15,918 +830 +6%
AWM
63
Apollon Wealth Management
South Carolina
$661K 15,289 -151 -1%
OWM
64
OneAscent Wealth Management
Alabama
$564K 13,061 -5,660 -30%
SFC
65
Strategic Financial Concepts
Texas
$554K 12,713 +665 +6%
HS
66
Horan Securities
United States
$550K 12,738 +2,085 +20%
KAS
67
Kestra Advisory Services
Texas
$550K 12,730 -666 -5%
DAS
68
Dynamic Advisor Solutions
Arizona
$537K 12,439 +1,912 +18%
CSP
69
Cary Street Partners
Virginia
$503K 11,633 +50 +0.4%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$493K 11,419 -24,695 -68%
NWM
71
Nova Wealth Management
Florida
$489K 11,311 -1,055 -9%
CA
72
Cambridge Advisors
Nebraska
$421K 9,737 -529 -5%
CIA
73
Concurrent Investment Advisors
Florida
$388K 8,984 +8,984 New
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$382K 8,637 -1,203 -12%
KWM
75
Kingsview Wealth Management
Oregon
$342K 7,926 +380 +5%
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