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ALPS O'Shares US Small-Cap Quality Dividend ETF

125 hedge funds and large institutions have $591M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

3% more funds holding

Funds holding: 121125 (+4)

1.47% more ownership

Funds ownership: 64.18%65.65% (+1.5%)

8% less capital invested

Capital invested by funds: $646M → $591M (-$54.5M)

15% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 48

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
41
Reduced
48
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
76
Focus Partners Advisor Solutions
Missouri
$437K +$439K +9,994 New
IFPG
77
Intrepid Financial Planning Group
Indiana
$427K +$64K +1,456 +18%
BW
78
BXM Wealth
Colorado
$426K +$429K +9,750 New
CA
79
Cambridge Advisors
Nebraska
$426K
DAS
80
Dynamic Advisor Solutions
Arizona
$423K -$84K -1,912 -17%
BMWS
81
Brady Martz Wealth Solutions
North Dakota
$418K +$420K +9,561 New
EA
82
Ellsworth Advisors
Ohio
$390K -$12.4K -283 -3%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$353K -$14.5K -329 -4%
PWP
84
Prasad Wealth Partners
Ohio
$349K -$9.62M -218,888 -96%
UFF
85
USA Financial Formulas
Michigan
$342K +$10.4K +237 +3%
AFP
86
Ausdal Financial Partners
Iowa
$339K +$21.9K +499 +7%
CAM
87
Cresset Asset Management
Illinois
$337K
HighTower Advisors
88
HighTower Advisors
Illinois
$333K
CAL
89
Capital Advisors Ltd
Ohio
$317K +$352 +8 +0.1%
SEP
90
Signature Equity Partners
Ohio
$296K +$298K +6,771 New
BCP
91
Blue Chip Partners
Michigan
$293K +$835 +19 +0.3%
AIS
92
Accredited Investor Services
Minnesota
$290K +$79.1K +1,800 +37%
Goldman Sachs
93
Goldman Sachs
New York
$281K +$282K +6,422 New
OSAM
94
O'Shaughnessy Asset Management
Connecticut
$242K +$13.4K +306 +6%
DI
95
Diligent Investors
California
$240K
ACA
96
Aptus Capital Advisors
Alabama
$227K +$228K +5,182 New
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$207K +$71.2K +1,621 +52%
KAS
98
Kestra Advisory Services
Texas
$165K +$166K +3,780 New
RCM
99
Richardson Capital Management
Wisconsin
$164K
MDCM
100
Morgan Dempsey Capital Management
Wisconsin
$144K