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ALPS O'Shares US Small-Cap Quality Dividend ETF
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Overview Fund Activity

119 hedge funds and large institutions have $535M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 9 closing their positions.

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
1.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
14
Increased
49
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$70.9M
2
AAS
2
Avantax Advisory Services
Texas
$39M
3
Raymond James Financial
3
Raymond James Financial
Florida
$25.2M
4
PAS
4
Park Avenue Securities
New York
$2.15M
5
ASN
5
Advisory Services Network
Georgia
$1.97M

Top Sellers

1
CAL
1
Capital Analysts LLC
Pennsylvania
$26.3M
2
SGDR
2
SPX Gestao de Recursos
Brazil
$0
3
KV
3
Kickstand Ventures
New York
$4.66M
4
BI
4
Berkeley Inc
Idaho
$1.55M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.92M
Name Market Value Shares Shares
Change 		Shares
Change %
CBT
76
Crews Bank & Trust
Florida
$338K 7,831 +7,831 New
CAM
77
Cresset Asset Management
Illinois
$333K 7,711 -586 -7%
EA
78
Ellsworth Advisors
Ohio
$331K 7,659 +299 +4%
HighTower Advisors
79
HighTower Advisors
Illinois
$329K 7,608 +735 +11%
IFPG
80
Intrepid Financial Planning Group
Indiana
$320K 7,408 +931 +14%
CWM
81
Congress Wealth Management
Massachusetts
$318K 7,367 -10 -0.1%
Citadel Advisors
82
Citadel Advisors
Florida
$318K 7,355 +2,038 +38%
CAL
83
Capital Advisors Ltd
Ohio
$312K 7,229 -235 -3%
BCP
84
Blue Chip Partners
Michigan
$300K 6,944 -8,575 -55%
MPIM
85
McGinn Penninger Investment Management
Virginia
$299K 6,929 – –
PA
86
PFG Advisors
Arizona
$298K 6,907 +451 +7%
MOS
87
MGO One Seven
Ohio
$265K 6,124 -532 -8%
UFF
88
USA Financial Formulas
Michigan
$263K 6,079 +6,079 New
DI
89
Diligent Investors
California
$245K 5,680 – –
MSAM
90
Moloney Securities Asset Management
Missouri
$244K 5,645 +453 +9%
AIS
91
Accredited Investor Services
Minnesota
$208K 4,821 – –
HI
92
Harbour Investments
Wisconsin
$176K 4,063 -125 -3%
RCM
93
Richardson Capital Management
Wisconsin
$162K 3,750 – –
MDCM
94
Morgan Dempsey Capital Management
Wisconsin
$142K 3,291 +1,325 +67%
FMII
95
Farmers & Merchants Investments Inc
Nebraska
$133K 3,071 – –
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$127K 2,940 -181 -6%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$113K 2,615 +88 +3%
TRCT
98
Tower Research Capital (TRC)
New York
$101K 2,330 +2,330 New
GA
99
GoalVest Advisory
New York
$95.8K 2,217 – –
NA
100
NewEdge Advisors
Louisiana
$85.9K 1,987 -364 -15%
2 3
4
5 6