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ALPS O'Shares US Small-Cap Quality Dividend ETF

125 hedge funds and large institutions have $548M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 12 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:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
125
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
MDCM
101
Morgan Dempsey Capital Management
Wisconsin
$144K
FMII
102
Farmers & Merchants Investments Inc
Nebraska
$123K
WWM
103
Western Wealth Management
Colorado
$122K
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$66.6K
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$61.2K
AF
106
Allworth Financial
California
$52.5K
HFS
107
Hantz Financial Services
Michigan
$51K
MCP
108
Miller Capital Partners
Michigan
$49.2K
TCM
109
Triumph Capital Management
Colorado
$47.8K
IA
110
IFP Advisors
Florida
$44.3K
CH
111
Canton Hathaway
Rhode Island
$43.7K
CAL
112
Capital Analysts LLC
Pennsylvania
$36K
GSWM
113
Golden State Wealth Management
California
$30.6K
FFA
114
Farther Finance Advisors
California
$26.5K
AAG
115
Armstrong Advisory Group
Massachusetts
$24.5K
JFGIW
116
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.31K
QC
117
Quent Capital
New York
$6.74K
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$4.16K
CA
119
CoreCap Advisors
Michigan
$2.8K
MCM
120
MAI Capital Management
Ohio
$1.75K
VAI
121
Vanguard Advisers Inc
Pennsylvania
$1.66K
AssetMark Inc
122
AssetMark Inc
California
$1.18K
AAP
123
Arax Advisory Partners
Colorado
$569
DFA
124
DHJJ Financial Advisors
Illinois
$525
UFF
125
USA Financial Formulas
Michigan
$44