We are live on ! Find out more
OUSM icon

ALPS O'Shares US Small-Cap Quality Dividend ETF

121 hedge funds and large institutions have $646M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

13% more capital invested

Capital invested by funds: $569M → $646M (+$76.4M)

1.69% more ownership

Funds ownership: 62.49%64.18% (+1.7%)

0% more funds holding

Funds holding: 121121 (0)

Holders
121
Holders Change
Holders Change %
0%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
13
Increased
48
Reduced
42
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FP
51
Fiduciary Planning
Florida
$1.3M -$177K -3,977 -12%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$1.19M +$11.1K +249 +0.9%
JP Morgan Chase
53
JP Morgan Chase
New York
$1.08M -$24.7K -556 -2%
BI
54
Berkeley Inc
Idaho
$1.04M -$562K -12,670 -35%
BFA
55
Beacon Financial Advisory
Ohio
$1.03M -$410K -9,246 -29%
SWP
56
Stratos Wealth Partners
Ohio
$1.03M +$8.92K +201 +0.9%
SPC
57
Sigma Planning Corp
Michigan
$1M -$64.8K -1,459 -6%
CNWM
58
Clay Northam Wealth Management
California
$1M +$189K +4,255 +23%
GIA
59
Gladstone Institutional Advisory
Florida
$992K +$18.3K +412 +2%
SPIA
60
Steward Partners Investment Advisory
New York
$973K +$24.6K +555 +3%
AWA
61
Acorn Wealth Advisors
Michigan
$880K +$23K +518 +3%
TSMHT
62
Thurston Springer Miller Herd & Titak
Indiana
$872K -$9.77M -220,018 -92%
MA
63
Mutual Advisors
Nebraska
$841K -$7.95K -179 -0.9%
VA
64
VestGen Advisors
Illinois
$752K +$38.7K +871 +5%
FA
65
Flagstar Advisors
New York
$738K +$731K +16,465 New
TWP
66
TFO Wealth Partners
Ohio
$696K +$689K +15,528 New
Citadel Advisors
67
Citadel Advisors
Florida
$688K +$355K +7,997 +109%
AWM
68
Apollon Wealth Management
South Carolina
$679K -$5.95K -134 -0.9%
NWMG
69
National Wealth Management Group
Ohio
$629K +$623K +14,044 New
SFC
70
Strategic Financial Concepts
Texas
$600K +$30.6K +690 +5%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$597K +$85K +1,914 +17%
HW
72
HORAN Wealth
Ohio
$577K +$571K +12,873 New
OWM
73
OneAscent Wealth Management
Alabama
$558K -$27.3K -614 -5%
CSP
74
Cary Street Partners
Virginia
$521K
DAS
75
Dynamic Advisor Solutions
Arizona
$519K -$38.1K -859 -7%