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ALPS O'Shares US Small-Cap Quality Dividend ETF

120 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, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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 Sellers

1 -$9.87M
2 -$7.32M
3 -$5.92M
4
BI
Berkeley Inc
Idaho
-$5.35M
5
Two Sigma Investments
Two Sigma Investments
New York
-$3.33M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
76
Crews Bank & Trust
Florida
$338K
CAM
77
Cresset Asset Management
Illinois
$333K
EA
78
Ellsworth Advisors
Ohio
$331K
HighTower Advisors
79
HighTower Advisors
Illinois
$329K
IFPG
80
Intrepid Financial Planning Group
Indiana
$320K
CWM
81
Congress Wealth Management
Massachusetts
$318K
Citadel Advisors
82
Citadel Advisors
Florida
$318K
CAL
83
Capital Advisors Ltd
Ohio
$312K
BCP
84
Blue Chip Partners
Michigan
$300K
MPIM
85
McGinn Penninger Investment Management
Virginia
$299K
PA
86
PFG Advisors
Arizona
$298K
MOS
87
MGO One Seven
Ohio
$265K
UFF
88
USA Financial Formulas
Michigan
$263K
DI
89
Diligent Investors
California
$245K
MSAM
90
Moloney Securities Asset Management
Missouri
$244K
AIS
91
Accredited Investor Services
Minnesota
$208K
HI
92
Harbour Investments
Wisconsin
$176K
RCM
93
Richardson Capital Management
Wisconsin
$162K
MDCM
94
Morgan Dempsey Capital Management
Wisconsin
$142K
FMII
95
Farmers & Merchants Investments Inc
Nebraska
$133K
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$127K
Fidelity Investments
97
Fidelity Investments
Massachusetts
$113K
TRCT
98
Tower Research Capital (TRC)
New York
$101K
GA
99
GoalVest Advisory
New York
$95.8K
NA
100
NewEdge Advisors
Louisiana
$85.9K