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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
+4
Holders Change %
+3.45%
% of All Funds
1.61%
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
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CBT
76
Crews Bank & Trust
Florida
$338K +$338K +7,831 New
CAM
77
Cresset Asset Management
Illinois
$333K -$25.3K -586 -7%
EA
78
Ellsworth Advisors
Ohio
$331K +$12.9K +299 +4%
HighTower Advisors
79
HighTower Advisors
Illinois
$329K +$31.8K +735 +11%
IFPG
80
Intrepid Financial Planning Group
Indiana
$320K +$40.2K +931 +14%
CWM
81
Congress Wealth Management
Massachusetts
$318K -$432 -10 -0.1%
Citadel Advisors
82
Citadel Advisors
Florida
$318K +$88.1K +2,038 +38%
CAL
83
Capital Advisors Ltd
Ohio
$312K -$10.1K -235 -3%
BCP
84
Blue Chip Partners
Michigan
$300K -$371K -8,575 -55%
MPIM
85
McGinn Penninger Investment Management
Virginia
$299K
PA
86
PFG Advisors
Arizona
$298K +$19.5K +451 +7%
MOS
87
MGO One Seven
Ohio
$265K -$23K -532 -8%
UFF
88
USA Financial Formulas
Michigan
$263K +$263K +6,079 New
DI
89
Diligent Investors
California
$245K
MSAM
90
Moloney Securities Asset Management
Missouri
$244K +$19.6K +453 +9%
AIS
91
Accredited Investor Services
Minnesota
$208K
HI
92
Harbour Investments
Wisconsin
$176K -$5.4K -125 -3%
RCM
93
Richardson Capital Management
Wisconsin
$162K
MDCM
94
Morgan Dempsey Capital Management
Wisconsin
$142K +$57.3K +1,325 +67%
FMII
95
Farmers & Merchants Investments Inc
Nebraska
$133K
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$127K -$7.82K -181 -6%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$113K +$3.8K +88 +3%
TRCT
98
Tower Research Capital (TRC)
New York
$101K +$101K +2,330 New
GA
99
GoalVest Advisory
New York
$95.8K
NA
100
NewEdge Advisors
Louisiana
$85.9K -$15.7K -364 -15%