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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
Holders
121
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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 Buyers

1 +$41.8M
2 +$35.1M
3 +$15.7M
4
FSA
Financial Services Advisory
Maryland
+$7.47M
5
Morgan Stanley
Morgan Stanley
New York
+$3.7M

Top Sellers

1 -$10.2M
2 -$9.86M
3 -$2.74M
4
KPWS
Kestra Private Wealth Services
Texas
-$1.08M
5
UBS Group
UBS Group
Switzerland
-$848K
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
76
Nova Wealth Management
Florida
$470K
CA
77
Cambridge Advisors
Nebraska
$436K
EA
78
Ellsworth Advisors
Ohio
$389K
IFPG
79
Intrepid Financial Planning Group
Indiana
$372K
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$361K
CAM
81
Cresset Asset Management
Illinois
$345K
HighTower Advisors
82
HighTower Advisors
Illinois
$341K
UFF
83
USA Financial Formulas
Michigan
$339K
RIA
84
Regal Investment Advisors
Michigan
$333K
AFP
85
Ausdal Financial Partners
Iowa
$325K
CAL
86
Capital Advisors Ltd
Ohio
$324K
BCP
87
Blue Chip Partners
Michigan
$300K
KWM
88
Kingsview Wealth Management
Oregon
$294K
MOS
89
MGO One Seven
Ohio
$254K
DI
90
Diligent Investors
California
$246K
OSAM
91
O'Shaughnessy Asset Management
Connecticut
$234K
AIS
92
Accredited Investor Services
Minnesota
$216K
TRCT
93
Tower Research Capital (TRC)
New York
$183K
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
FMII
97
Farmers & Merchants Investments Inc
Nebraska
$138K
Fidelity Investments
98
Fidelity Investments
Massachusetts
$115K
GA
99
GoalVest Advisory
New York
$99.3K
OP
100
ORG Partners
Indiana
$74.2K