OUSM icon

ALPS O'Shares US Small-Cap Quality Dividend ETF

116 hedge funds and large institutions have $534M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
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 +$35.2M
2 +$13.9M
3 +$8.7M
4
Two Sigma Investments
Two Sigma Investments
New York
+$5.1M
5
BI
Berkeley Inc
Idaho
+$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$413K
SB
77
Strategic Blueprint
Georgia
$357K
CAM
78
Cresset Asset Management
Illinois
$349K
KWM
79
Kingsview Wealth Management
Oregon
$317K
CAL
80
Capital Advisors Ltd
Ohio
$314K
CWM
81
Congress Wealth Management
Massachusetts
$310K
EA
82
Ellsworth Advisors
Ohio
$309K
MPIM
83
McGinn Penninger Investment Management
Virginia
$291K
HighTower Advisors
84
HighTower Advisors
Illinois
$289K
MOS
85
MGO One Seven
Ohio
$280K
IFPG
86
Intrepid Financial Planning Group
Indiana
$279K
PA
87
PFG Advisors
Arizona
$271K
DI
88
Diligent Investors
California
$239K
D.E. Shaw & Co
89
D.E. Shaw & Co
New York
$224K
Citadel Advisors
90
Citadel Advisors
Florida
$223K
MSAM
91
Moloney Securities Asset Management
Missouri
$218K
EWM
92
Elevatus Welath Management
New York
$206K
AIS
93
Accredited Investor Services
Minnesota
$203K
HI
94
Harbour Investments
Wisconsin
$176K
RCM
95
Richardson Capital Management
Wisconsin
$158K
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$131K
FMII
97
Farmers & Merchants Investments Inc
Nebraska
$129K
Fidelity Investments
98
Fidelity Investments
Massachusetts
$106K
NA
99
NewEdge Advisors
Louisiana
$98.8K
GA
100
GoalVest Advisory
New York
$93.2K