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ALPS O'Shares US Small-Cap Quality Dividend ETF

124 hedge funds and large institutions have $586M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

15% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 48

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
124
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFPG
76
Intrepid Financial Planning Group
Indiana
$427K
BW
77
BXM Wealth
Colorado
$426K
CA
78
Cambridge Advisors
Nebraska
$426K
DAS
79
Dynamic Advisor Solutions
Arizona
$423K
BMWS
80
Brady Martz Wealth Solutions
North Dakota
$418K
EA
81
Ellsworth Advisors
Ohio
$390K
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$353K
PWP
83
Prasad Wealth Partners
Ohio
$349K
UFF
84
USA Financial Formulas
Michigan
$342K
AFP
85
Ausdal Financial Partners
Iowa
$339K
CAM
86
Cresset Asset Management
Illinois
$337K
HighTower Advisors
87
HighTower Advisors
Illinois
$333K
CAL
88
Capital Advisors Ltd
Ohio
$317K
SEP
89
Signature Equity Partners
Ohio
$296K
BCP
90
Blue Chip Partners
Michigan
$293K
AIS
91
Accredited Investor Services
Minnesota
$290K
Goldman Sachs
92
Goldman Sachs
New York
$281K
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$242K
DI
94
Diligent Investors
California
$240K
ACA
95
Aptus Capital Advisors
Alabama
$227K
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$207K
KAS
97
Kestra Advisory Services
Texas
$165K
RCM
98
Richardson Capital Management
Wisconsin
$164K
MDCM
99
Morgan Dempsey Capital Management
Wisconsin
$144K
Fidelity Investments
100
Fidelity Investments
Massachusetts
$136K