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ALPS O'Shares US Small-Cap Quality Dividend ETF
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Overview Fund Activity

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
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$70.9M
2
AAS
Avantax Advisory Services
Texas
$39M
3
Raymond James Financial
Raymond James Financial
Florida
$25.2M
4
PAS
Park Avenue Securities
New York
$2.15M
5
ASN
Advisory Services Network
Georgia
$1.97M

Top Sellers

1
CAL
Capital Analysts LLC
Pennsylvania
$26.3M
2
SGDR
SPX Gestao de Recursos
Brazil
$0
3
KV
Kickstand Ventures
New York
$4.66M
4
BI
Berkeley Inc
Idaho
$1.55M
5
Two Sigma Investments
Two Sigma Investments
New York
$1.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
101
Comerica Bank
Texas
$78.6K – – –
OP
102
ORG Partners
Indiana
$77.1K +$439 +10 +0.6%
FFA
103
Farther Finance Advisors
California
$56.7K – – –
AssetMark Inc
104
AssetMark Inc
California
$55.1K +$55.1K +1,276 New
AAS
105
Ameritas Advisory Services
Nebraska
$46.3K +$46.3K +1,072 New
IA
106
IFP Advisors
Florida
$43.8K +$86 +2 +0.2%
CH
107
Canton Hathaway
Rhode Island
$43K – – –
HFS
108
Hantz Financial Services
Michigan
$43K +$43K +1,000 New
GSWM
109
Golden State Wealth Management
California
$30.2K – – –
AAG
110
Armstrong Advisory Group
Massachusetts
$24.2K – – –
MHR
111
Matthew Hamilton Rosenberg
$19.4K -$25.9K -600 -57%
AF
112
Advisornet Financial
Minnesota
$8.64K -$3.24K -75 -27%
GRP
113
Global Retirement Partners
California
$8.61K +$8.61K +199 New
CWM
114
CarsonAllaria Wealth Management
Illinois
$7.13K – – –
AWM
115
AE Wealth Management
Kansas
$4.13K -$9.55K -220 -70%
CA
116
CoreCap Advisors
Michigan
$2.77K – – –
MCM
117
MAI Capital Management
Ohio
$1.73K +$346 +8 +25%
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$1.21K +$1.21K +28 New
MYIA
119
Mount Yale Investment Advisors
Colorado
$389 +$389 +9 New
TIM
120
Total Investment Management
Arizona
$51 +$51 +1 New
SGDR
121
SPX Gestao de Recursos
Brazil
– -$7.32M -174,159 Closed
Goldman Sachs
122
Goldman Sachs
New York
– -$1.77M -42,031 Closed
AWS
123
Atria Wealth Solutions
New York
– -$810K -19,278 Closed
PW
124
PUREfi Wealth
Massachusetts
– -$670K -15,950 Closed
FTUS
125
Flow Traders U.S.
New York
– -$585K -13,926 Closed
2 3 4
5
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