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ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM

Overview Fund Activity

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
-3
Holders Change %
-2.52%
% of All Funds
1.58%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
12
Increased
54
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAL
Capital Analysts LLC
Pennsylvania
+$35.2M
2
Morgan Stanley
Morgan Stanley
New York
+$13.9M
3
KV
Kickstand Ventures
New York
+$8.7M
4
Two Sigma Investments
Two Sigma Investments
New York
+$5.1M
5
BI
Berkeley Inc
Idaho
+$2.56M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$15.1M
2
Ameriprise
Ameriprise
Minnesota
-$13.2M
3
IAA
Independent Advisor Alliance
North Carolina
-$4.46M
4
SGDR
SPX Gestao de Recursos
Brazil
-$4.4M
5
Bank of America
Bank of America
North Carolina
-$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$413K +$2.98K +71 +0.7%
SB
77
Strategic Blueprint
Georgia
$357K +$69.1K +1,645 +24%
CAM
78
Cresset Asset Management
Illinois
$349K – – –
KWM
79
Kingsview Wealth Management
Oregon
$317K +$3.66K +87 +1%
CAL
80
Capital Advisors Ltd
Ohio
$314K +$210 +5 +0.1%
CWM
81
Congress Wealth Management
Massachusetts
$310K +$310K +7,377 New
EA
82
Ellsworth Advisors
Ohio
$309K +$7.19K +171 +2%
MPIM
83
McGinn Penninger Investment Management
Virginia
$291K +$291K +6,929 New
HighTower Advisors
84
HighTower Advisors
Illinois
$289K -$75K -1,784 -21%
MOS
85
MGO One Seven
Ohio
$280K -$158K -3,771 -36%
IFPG
86
Intrepid Financial Planning Group
Indiana
$279K +$279K +6,477 New
PA
87
PFG Advisors
Arizona
$271K +$24.6K +586 +10%
DI
88
Diligent Investors
California
$239K – – –
D.E. Shaw & Co
89
D.E. Shaw & Co
New York
$224K +$224K +5,319 New
Citadel Advisors
90
Citadel Advisors
Florida
$223K -$338K -8,046 -60%
MSAM
91
Moloney Securities Asset Management
Missouri
$218K +$9.79K +233 +5%
EWM
92
Elevatus Welath Management
New York
$206K – – –
AIS
93
Accredited Investor Services
Minnesota
$203K +$203K +4,821 New
HI
94
Harbour Investments
Wisconsin
$176K -$18.1K -430 -9%
RCM
95
Richardson Capital Management
Wisconsin
$158K – – –
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$131K +$10.5K +250 +9%
FMII
97
Farmers & Merchants Investments Inc
Nebraska
$129K -$19.7K -468 -13%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$106K +$16.4K +390 +18%
NA
99
NewEdge Advisors
Louisiana
$98.8K – – –
GA
100
GoalVest Advisory
New York
$93.2K – – –
2 3
4
5 6