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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
Holders
121
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
FP
51
Fiduciary Planning
Florida
$1.3M
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$1.19M
JP Morgan Chase
53
JP Morgan Chase
New York
$1.08M
BI
54
Berkeley Inc
Idaho
$1.04M
BFA
55
Beacon Financial Advisory
Ohio
$1.03M
SWP
56
Stratos Wealth Partners
Ohio
$1.03M
SPC
57
Sigma Planning Corp
Michigan
$1M
CNWM
58
Clay Northam Wealth Management
California
$1M
GIA
59
Gladstone Institutional Advisory
Florida
$992K
SPIA
60
Steward Partners Investment Advisory
New York
$973K
AWA
61
Acorn Wealth Advisors
Michigan
$880K
TSMHT
62
Thurston Springer Miller Herd & Titak
Indiana
$872K
MA
63
Mutual Advisors
Nebraska
$841K
VA
64
VestGen Advisors
Illinois
$752K
FA
65
Flagstar Advisors
New York
$738K
TWP
66
TFO Wealth Partners
Ohio
$696K
Citadel Advisors
67
Citadel Advisors
Florida
$688K
AWM
68
Apollon Wealth Management
South Carolina
$679K
NWMG
69
National Wealth Management Group
Ohio
$629K
SFC
70
Strategic Financial Concepts
Texas
$600K
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$597K
HW
72
HORAN Wealth
Ohio
$577K
OWM
73
OneAscent Wealth Management
Alabama
$558K
CSP
74
Cary Street Partners
Virginia
$521K
DAS
75
Dynamic Advisor Solutions
Arizona
$519K