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ALPS O'Shares US Small-Cap Quality Dividend ETF

121 hedge funds and large institutions have $646M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

13% more capital invested

Capital invested by funds: $569M → $646M (+$76.4M)

1.69% more ownership

Funds ownership: 62.49%64.18% (+1.7%)

0% more funds holding

Funds holding: 121121 (0)

Holders
121
Holders Change
Holders Change %
0%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
13
Increased
48
Reduced
42
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
76
Nova Wealth Management
Florida
$470K -$35.9K -809 -7%
CA
77
Cambridge Advisors
Nebraska
$436K
EA
78
Ellsworth Advisors
Ohio
$389K +$50.6K +1,139 +15%
IFPG
79
Intrepid Financial Planning Group
Indiana
$372K +$39.8K +897 +12%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$361K -$20.3K -457 -5%
CAM
81
Cresset Asset Management
Illinois
$345K
HighTower Advisors
82
HighTower Advisors
Illinois
$341K
UFF
83
USA Financial Formulas
Michigan
$339K +$66.5K +1,499 +25%
RIA
84
Regal Investment Advisors
Michigan
$333K +$330K +7,441 New
AFP
85
Ausdal Financial Partners
Iowa
$325K +$322K +7,261 New
CAL
86
Capital Advisors Ltd
Ohio
$324K +$222 +5 +0.1%
BCP
87
Blue Chip Partners
Michigan
$300K -$11.3K -254 -4%
KWM
88
Kingsview Wealth Management
Oregon
$294K -$60.5K -1,362 -17%
MOS
89
MGO One Seven
Ohio
$254K -$20.4K -460 -8%
DI
90
Diligent Investors
California
$246K -$8.88K -200 -4%
OSAM
91
O'Shaughnessy Asset Management
Connecticut
$234K +$102K +2,288 +78%
AIS
92
Accredited Investor Services
Minnesota
$216K
TRCT
93
Tower Research Capital (TRC)
New York
$183K +$78.3K +1,765 +76%
RCM
94
Richardson Capital Management
Wisconsin
$168K
MDCM
95
Morgan Dempsey Capital Management
Wisconsin
$147K
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$139K +$138K +3,113 New
FMII
97
Farmers & Merchants Investments Inc
Nebraska
$138K
Fidelity Investments
98
Fidelity Investments
Massachusetts
$115K -$2.44K -55 -2%
GA
99
GoalVest Advisory
New York
$99.3K
OP
100
ORG Partners
Indiana
$74.2K -$4.75K -107 -6%