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

103 hedge funds and large institutions have $485M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+11
Holders Change %
+11.96%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
19
Increased
54
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$7.01M
2
BI
Berkeley Inc
Idaho
+$6.16M
3
SA
Sanctuary Advisors
Indiana
+$4.46M
4
MAC
Mason & Associates (California)
California
+$4.27M
5
LPL Financial
LPL Financial
California
+$3.76M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.53M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.21M
3
EAM
Empirical Asset Management
Massachusetts
-$588K
4
OP
ORG Partners
Indiana
-$545K
5
KPWS
Kestra Private Wealth Services
Texas
-$430K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$925K +$44.5K +987 +5%
BWA
52
Beam Wealth Advisors
Louisiana
$882K +$252K +5,584 +40%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$849K +$428K +9,513 +102%
AWA
54
Acorn Wealth Advisors
Michigan
$847K -$17.7K -392 -2%
Goldman Sachs
55
Goldman Sachs
New York
$794K – – –
AWS
56
Atria Wealth Solutions
New York
$716K +$353K +7,832 +97%
EA
57
Everpar Advisors
Oklahoma
$656K +$107K +2,369 +19%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$648K +$63.8K +1,416 +11%
KAS
59
Kestra Advisory Services
Texas
$525K -$119K -2,649 -19%
OWM
60
OneAscent Wealth Management
Alabama
$523K +$523K +11,606 New
MA
61
Mutual Advisors
Nebraska
$512K +$68.5K +1,540 +15%
Two Sigma Investments
62
Two Sigma Investments
New York
$505K +$505K +11,200 New
CA
63
Cambridge Advisors
Nebraska
$461K – – –
MOS
64
MGO One Seven
Ohio
$459K -$22K -488 -5%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$437K +$197K +4,362 +82%
TRCT
66
Tower Research Capital (TRC)
New York
$430K +$430K +9,549 New
HighTower Advisors
67
HighTower Advisors
Illinois
$393K – – –
CAM
68
Cresset Asset Management
Illinois
$374K – – –
CSPIA
69
Cary Street Partners Investment Advisory
Virginia
$368K +$368K +8,173 New
DAS
70
Dynamic Advisor Solutions
Arizona
$341K +$7.8K +173 +2%
KWM
71
Kingsview Wealth Management
Oregon
$336K +$336K +7,451 New
CAL
72
Capital Advisors Ltd
Ohio
$331K -$10.2K -227 -3%
BFA
73
Beacon Financial Advisory
Ohio
$304K +$304K +6,748 New
EA
74
Ellsworth Advisors
Ohio
$304K +$3.34K +74 +1%
TFM
75
Trademark Financial Management
Minnesota
$295K +$295K +6,535 New
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