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

103 hedge funds and large institutions have $485M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+11
Holders Change %
+11.96%
% of All Funds
1.49%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
19
Increased
54
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$7.01M
2
BI
Berkeley Inc
Idaho
+$6.16M
3
SA
Sanctuary Advisors
Indiana
+$4.46M
4
MAC
Mason & Associates (California)
California
+$4.27M
5
LPL Financial
LPL Financial
California
+$3.76M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.53M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.21M
3
EAM
Empirical Asset Management
Massachusetts
-$588K
4
OP
ORG Partners
Indiana
-$545K
5
KPWS
Kestra Private Wealth Services
Texas
-$430K
Name Holding Trade Value Shares
Change 		Shares
Change %
UFF
76
USA Financial Formulas
Michigan
$282K +$3.61K +80 +1%
SB
77
Strategic Blueprint
Georgia
$276K +$276K +6,121 New
PA
78
PFG Advisors
Arizona
$260K +$10K +222 +4%
DI
79
Diligent Investors
California
$256K – – –
AI
80
Atria Investments
North Carolina
$239K +$239K +5,311 New
HS
81
Horan Securities
United States
$229K -$15.6K -347 -6%
EWM
82
Elevatus Welath Management
New York
$221K – – –
AWM
83
Aspire Wealth Management
Massachusetts
$218K +$218K +4,830 New
AWM
84
Apollon Wealth Management
South Carolina
$214K +$214K +4,739 New
Comerica Bank
85
Comerica Bank
Texas
$210K +$2.16K +48 +1%
Bank of New York Mellon
86
Bank of New York Mellon
New York
$201K +$201K +4,465 New
RCM
87
Richardson Capital Management
Wisconsin
$169K – – –
FMII
88
Farmers & Merchants Investments Inc
Nebraska
$160K +$160K +3,539 New
OP
89
ORG Partners
Indiana
$130K -$545K -12,071 -81%
OSAM
90
O'Shaughnessy Asset Management
Connecticut
$125K +$4.87K +108 +4%
NA
91
NewEdge Advisors
Louisiana
$106K – – –
GA
92
GoalVest Advisory
New York
$99.9K – – –
FFA
93
Farther Finance Advisors
California
$72.7K -$128K -2,838 -64%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$64.2K +$32.3K +718 +102%
HI
95
Harbour Investments
Wisconsin
$54.1K +$9.01K +200 +20%
IA
96
IFP Advisors
Florida
$45.1K +$180 +4 +0.4%
CH
97
Canton Hathaway
Rhode Island
$45K – – –
AAG
98
Armstrong Advisory Group
Massachusetts
$25.3K +$25.3K +561 New
CTB
99
Country Trust Bank
Illinois
$22.3K – – –
AF
100
Advisornet Financial
Minnesota
$20.3K +$12.4K +275 +157%
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