OUSM icon

ALPS O'Shares US Small-Cap Quality Dividend ETF

120 hedge funds and large institutions have $608M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
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
CA
76
Cambridge Advisors
Nebraska
$436K
EA
77
Ellsworth Advisors
Ohio
$389K
IFPG
78
Intrepid Financial Planning Group
Indiana
$372K
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$361K
CAM
80
Cresset Asset Management
Illinois
$345K
HighTower Advisors
81
HighTower Advisors
Illinois
$341K
UFF
82
USA Financial Formulas
Michigan
$339K
RIA
83
Regal Investment Advisors
Michigan
$333K
AFP
84
Ausdal Financial Partners
Iowa
$325K
CAL
85
Capital Advisors Ltd
Ohio
$324K
BCP
86
Blue Chip Partners
Michigan
$300K
KWM
87
Kingsview Wealth Management
Oregon
$294K
MOS
88
MGO One Seven
Ohio
$254K
DI
89
Diligent Investors
California
$246K
OSAM
90
O'Shaughnessy Asset Management
Connecticut
$234K
AIS
91
Accredited Investor Services
Minnesota
$216K
TRCT
92
Tower Research Capital (TRC)
New York
$183K
RCM
93
Richardson Capital Management
Wisconsin
$168K
MDCM
94
Morgan Dempsey Capital Management
Wisconsin
$147K
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$139K
FMII
96
Farmers & Merchants Investments Inc
Nebraska
$138K
Fidelity Investments
97
Fidelity Investments
Massachusetts
$115K
GA
98
GoalVest Advisory
New York
$99.3K
OP
99
ORG Partners
Indiana
$74.2K
Comerica Bank
100
Comerica Bank
Texas
$71.5K