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ALPS O'Shares US Small-Cap Quality Dividend ETF

120 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, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
1.61%
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
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$1.14M -$84.9K -1,964 -7%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$1.06M -$321K -7,419 -23%
SPC
53
Sigma Planning Corp
Michigan
$1.03M +$89.2K +2,064 +9%
Osaic Holdings
54
Osaic Holdings
Arizona
$984K -$55.8K -1,278 -5%
SWP
55
Stratos Wealth Partners
Ohio
$983K -$4.06K -94 -0.4%
GIA
56
Gladstone Institutional Advisory
Florida
$939K +$11.7K +271 +1%
SPIA
57
Steward Partners Investment Advisory
New York
$915K -$311K -7,200 -25%
Truist Financial
58
Truist Financial
North Carolina
$913K +$913K +21,139 New
MA
59
Mutual Advisors
Nebraska
$837K +$159K +3,612 +23%
AWA
60
Acorn Wealth Advisors
Michigan
$827K +$3.63K +84 +0.4%
CNWM
61
Clay Northam Wealth Management
California
$783K +$259 +6 +0%
VA
62
VestGen Advisors
Illinois
$688K +$35.9K +830 +6%
AWM
63
Apollon Wealth Management
South Carolina
$661K -$6.53K -151 -1%
OWM
64
OneAscent Wealth Management
Alabama
$564K -$244K -5,660 -30%
SFC
65
Strategic Financial Concepts
Texas
$554K +$29K +665 +6%
HS
66
Horan Securities
United States
$550K +$90.1K +2,085 +20%
KAS
67
Kestra Advisory Services
Texas
$550K -$28.8K -666 -5%
DAS
68
Dynamic Advisor Solutions
Arizona
$537K +$82.6K +1,912 +18%
CSP
69
Cary Street Partners
Virginia
$503K +$2.16K +50 +0.4%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$493K -$1.07M -24,695 -68%
NWM
71
Nova Wealth Management
Florida
$489K -$45.6K -1,055 -9%
CA
72
Cambridge Advisors
Nebraska
$421K -$22.9K -529 -5%
CIA
73
Concurrent Investment Advisors
Florida
$388K +$388K +8,984 New
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$382K -$53.3K -1,203 -12%
KWM
75
Kingsview Wealth Management
Oregon
$342K +$16.4K +380 +5%