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ALPS O'Shares US Small-Cap Quality Dividend ETF

125 hedge funds and large institutions have $548M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

0% more funds holding

Funds holding: 125125 (0)

2.65% less ownership

Funds ownership: 65.65%63% (-2.6%)

7% less capital invested

Capital invested by funds: $591M → $548M (-$42.7M)

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
125
Holders Change
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
14
Increased
40
Reduced
48
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FP
51
Fiduciary Planning
Florida
$1.09M -$48.9K -1,078 -4%
Osaic Holdings
52
Osaic Holdings
Arizona
$1.08M -$128K -2,818 -10%
GIA
53
Gladstone Institutional Advisory
Florida
$1.04M +$18.3K +403 +2%
SWP
54
Stratos Wealth Partners
Ohio
$1.03M -$8.07K -178 -0.7%
BFA
55
Beacon Financial Advisory
Ohio
$928K +$22.3K +492 +2%
SPIA
56
Steward Partners Investment Advisory
New York
$866K -$64.2K -1,415 -7%
SPC
57
Sigma Planning Corp
Michigan
$864K -$31.6K -696 -3%
AWA
58
Acorn Wealth Advisors
Michigan
$849K -$4.13K -91 -0.5%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$800K -$51.4K -1,134 -6%
MA
60
Mutual Advisors
Nebraska
$737K -$67.4K -1,486 -8%
VA
61
VestGen Advisors
Illinois
$723K -$47.5K -1,048 -6%
TWP
62
TFO Wealth Partners
Ohio
$679K
UBS AM
63
UBS AM
Illinois
$677K +$702K +15,476 New
AWM
64
Apollon Wealth Management
South Carolina
$666K +$1.22K +27 +0.2%
Truist Financial
65
Truist Financial
North Carolina
$658K -$301K -6,645 -31%
SFC
66
Strategic Financial Concepts
Texas
$646K +$669K +14,762 New
JP Morgan Chase
67
JP Morgan Chase
New York
$609K -$385K -8,497 -37%
HW
68
HORAN Wealth
Ohio
$595K
NWMG
69
National Wealth Management Group
Ohio
$516K -$113K -2,486 -17%
Jane Street
70
Jane Street
New York
$487K +$505K +11,130 New
BW
71
BXM Wealth
Colorado
$479K +$54K +1,190 +12%
CSP
72
Cary Street Partners
Virginia
$471K -$15.6K -345 -3%
IFPG
73
Intrepid Financial Planning Group
Indiana
$467K +$41.2K +908 +9%
NWM
74
Nova Wealth Management
Florida
$442K -$5.21K -115 -1%
Mariner
75
Mariner
Kansas
$434K +$450K +9,930 New