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ALPS O'Shares US Small-Cap Quality Dividend ETF

120 hedge funds and large institutions have $608M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$41.8M
2 +$35.1M
3 +$15.7M
4
FSA
Financial Services Advisory
Maryland
+$7.47M
5
Morgan Stanley
Morgan Stanley
New York
+$3.7M

Top Sellers

1 -$10.2M
2 -$9.86M
3 -$2.74M
4
KPWS
Kestra Private Wealth Services
Texas
-$1.08M
5
UBS Group
UBS Group
Switzerland
-$848K
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$1.19M
JP Morgan Chase
52
JP Morgan Chase
New York
$1.08M
BI
53
Berkeley Inc
Idaho
$1.04M
BFA
54
Beacon Financial Advisory
Ohio
$1.03M
SWP
55
Stratos Wealth Partners
Ohio
$1.03M
SPC
56
Sigma Planning Corp
Michigan
$1M
CNWM
57
Clay Northam Wealth Management
California
$1M
GIA
58
Gladstone Institutional Advisory
Florida
$992K
SPIA
59
Steward Partners Investment Advisory
New York
$973K
AWA
60
Acorn Wealth Advisors
Michigan
$880K
TSMHT
61
Thurston Springer Miller Herd & Titak
Indiana
$872K
MA
62
Mutual Advisors
Nebraska
$841K
VA
63
VestGen Advisors
Illinois
$752K
FA
64
Flagstar Advisors
New York
$738K
TWP
65
TFO Wealth Partners
Ohio
$696K
Citadel Advisors
66
Citadel Advisors
Florida
$688K
AWM
67
Apollon Wealth Management
South Carolina
$679K
NWMG
68
National Wealth Management Group
Ohio
$629K
SFC
69
Strategic Financial Concepts
Texas
$600K
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$597K
HW
71
HORAN Wealth
Ohio
$577K
OWM
72
OneAscent Wealth Management
Alabama
$558K
CSP
73
Cary Street Partners
Virginia
$521K
DAS
74
Dynamic Advisor Solutions
Arizona
$519K
NWM
75
Nova Wealth Management
Florida
$470K