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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
CA
76
Cambridge Advisors
Nebraska
$426K
EA
77
Everpar Advisors
Oklahoma
$409K -$161K -3,541 -27%
RPC
78
Royal Palms Capital
Montana
$406K -$50.6K -1,115 -11%
DAS
79
Dynamic Advisor Solutions
Arizona
$396K -$28.2K -621 -6%
EA
80
Ellsworth Advisors
Ohio
$353K -$19.8K -436 -5%
OWM
81
OneAscent Wealth Management
Alabama
$352K -$115K -2,538 -24%
HighTower Advisors
82
HighTower Advisors
Illinois
$333K
Citadel Advisors
83
Citadel Advisors
Florida
$332K +$344K +7,596 New
CAL
84
Capital Advisors Ltd
Ohio
$317K +$272 +6 +0.1%
AIS
85
Accredited Investor Services
Minnesota
$313K +$24.3K +536 +8%
PAS
86
Park Avenue Securities
New York
$299K -$1.13M -24,972 -78%
SFS
87
Sunrise Financial Services
Washington
$273K +$246K +5,430 +661%
AFP
88
Ausdal Financial Partners
Iowa
$268K -$74.1K -1,635 -21%
BCP
89
Blue Chip Partners
Michigan
$266K -$28.6K -631 -9%
OSAM
90
O'Shaughnessy Asset Management
Connecticut
$264K +$23.2K +512 +9%
DI
91
Diligent Investors
California
$240K
PWP
92
Prasad Wealth Partners
Ohio
$226K -$128K -2,823 -35%
SEP
93
Signature Equity Partners
Ohio
$220K -$78.6K -1,734 -26%
ACA
94
Aptus Capital Advisors
Alabama
$211K -$16.4K -362 -7%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$208K +$499 +11 +0.2%
RIA
96
Regal Investment Advisors
Michigan
$203K +$211K +4,648 New
Fidelity Investments
97
Fidelity Investments
Massachusetts
$188K +$54.2K +1,196 +39%
TRCT
98
Tower Research Capital (TRC)
New York
$183K +$190K +4,194 New
HI
99
Harbour Investments
Wisconsin
$169K +$63.5K +1,400 +57%
RCM
100
Richardson Capital Management
Wisconsin
$164K