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ALPS O'Shares US Small-Cap Quality Dividend ETF

125 hedge funds and large institutions have $591M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

3% more funds holding

Funds holding: 121125 (+4)

1.47% more ownership

Funds ownership: 64.18%65.65% (+1.5%)

8% less capital invested

Capital invested by funds: $646M → $591M (-$54.5M)

15% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 48

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
41
Reduced
48
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FP
51
Fiduciary Planning
Florida
$1.14M -$132K -3,001 -10%
SWP
52
Stratos Wealth Partners
Ohio
$1.04M +$34.4K +783 +3%
GIA
53
Gladstone Institutional Advisory
Florida
$1.02M +$50.5K +1,150 +5%
JP Morgan Chase
54
JP Morgan Chase
New York
$991K -$59.1K -1,344 -6%
Truist Financial
55
Truist Financial
North Carolina
$949K -$642K -14,618 -40%
SPIA
56
Steward Partners Investment Advisory
New York
$928K -$22K -501 -2%
BFA
57
Beacon Financial Advisory
Ohio
$907K -$99.5K -2,265 -10%
AWA
58
Arkadios Wealth Advisors
Georgia
$900K +$904K +20,571 New
SPC
59
Sigma Planning Corp
Michigan
$895K -$86.8K -1,974 -9%
AWA
60
Acorn Wealth Advisors
Michigan
$853K -$6.46K -147 -0.7%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$849K -$1.11M -25,303 -57%
MA
62
Mutual Advisors
Nebraska
$802K -$24K -546 -3%
VA
63
VestGen Advisors
Illinois
$730K -$4.31K -98 -0.6%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$696K +$113K +2,572 +19%
FA
65
Flagstar Advisors
New York
$682K -$38.3K -872 -5%
TWP
66
TFO Wealth Partners
Ohio
$679K
BI
67
Berkeley Inc
Idaho
$676K -$345K -7,848 -34%
AWM
68
Apollon Wealth Management
South Carolina
$665K +$1.89K +43 +0.3%
NWMG
69
National Wealth Management Group
Ohio
$624K +$10K +228 +2%
HW
70
HORAN Wealth
Ohio
$595K +$31.8K +724 +6%
EA
71
Everpar Advisors
Oklahoma
$564K -$958K -21,798 -63%
CSP
72
Cary Street Partners
Virginia
$486K -$22.9K -520 -4%
OWM
73
OneAscent Wealth Management
Alabama
$463K -$82.1K -1,868 -15%
RPC
74
Royal Palms Capital
Montana
$455K +$457K +10,395 New
NWM
75
Nova Wealth Management
Florida
$448K -$11.9K -271 -3%