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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
Holders Change %
% of All Funds
Holding in Top 10
3
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 Sellers

1 -$9.87M
2 -$7.32M
3 -$5.92M
4
BI
Berkeley Inc
Idaho
-$5.35M
5
Two Sigma Investments
Two Sigma Investments
New York
-$3.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$1.14M
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$1.06M
SPC
53
Sigma Planning Corp
Michigan
$1.03M
Osaic Holdings
54
Osaic Holdings
Arizona
$984K
SWP
55
Stratos Wealth Partners
Ohio
$983K
GIA
56
Gladstone Institutional Advisory
Florida
$939K
SPIA
57
Steward Partners Investment Advisory
New York
$915K
Truist Financial
58
Truist Financial
North Carolina
$913K
MA
59
Mutual Advisors
Nebraska
$837K
AWA
60
Acorn Wealth Advisors
Michigan
$827K
CNWM
61
Clay Northam Wealth Management
California
$783K
VA
62
VestGen Advisors
Illinois
$688K
AWM
63
Apollon Wealth Management
South Carolina
$661K
OWM
64
OneAscent Wealth Management
Alabama
$564K
SFC
65
Strategic Financial Concepts
Texas
$554K
HS
66
Horan Securities
United States
$550K
KAS
67
Kestra Advisory Services
Texas
$550K
DAS
68
Dynamic Advisor Solutions
Arizona
$537K
CSP
69
Cary Street Partners
Virginia
$503K
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$493K
NWM
71
Nova Wealth Management
Florida
$489K
CA
72
Cambridge Advisors
Nebraska
$421K
CIA
73
Concurrent Investment Advisors
Florida
$388K
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$382K
KWM
75
Kingsview Wealth Management
Oregon
$342K