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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

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

14% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 42

13% more capital invested

Capital invested by funds: $569M → $646M (+$76.4M)

1.69% more ownership

Funds ownership: 62.49%64.18% (+1.7%)

0% more funds holding

Funds holding: 121121 (0)

Holders
121
Holders Change
Holders Change %
0%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
13
Increased
48
Reduced
42
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
101
Comerica Bank
Texas
$71.5K -$9.9K -223 -12%
HI
102
Harbour Investments
Wisconsin
$65K -$116K -2,613 -64%
IA
103
IFP Advisors
Florida
$45.4K
CH
104
Canton Hathaway
Rhode Island
$45K
AAS
105
Ameritas Advisory Services
Nebraska
$36.6K -$11.3K -255 -24%
GSWM
106
Golden State Wealth Management
California
$31.4K
SIC
107
Salem Investment Counselors
North Carolina
$30.6K +$30.4K +684 New
HFS
108
Hantz Financial Services
Michigan
$28K -$17K -384 -38%
AAG
109
Armstrong Advisory Group
Massachusetts
$25.1K
FFA
110
Farther Finance Advisors
California
$19.2K -$39.3K -885 -67%
AF
111
Advisornet Financial
Minnesota
$8.96K
JFGIW
112
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.51K +$8.43K +190 New
NA
113
NewEdge Advisors
Louisiana
$7.48K -$80.8K -1,820 -92%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.59K +126 New
GRP
115
Global Retirement Partners
California
$5.59K -$3.28K -74 -37%
AWM
116
AE Wealth Management
Kansas
$4.29K +$44 +1 +1%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$3.67K +$3.64K +82 New
CA
118
CoreCap Advisors
Michigan
$2.87K
AssetMark Inc
119
AssetMark Inc
California
$2.42K -$54.2K -1,222 -96%
MCM
120
MAI Capital Management
Ohio
$1.79K
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$1.39K +$133 +3 +11%
KAS
122
Kestra Advisory Services
Texas
-$550K -12,730 Closed
CIA
123
Concurrent Investment Advisors
Florida
-$388K -8,984 Closed
CBT
124
Crews Bank & Trust
Florida
-$338K -7,831 Closed
MPIM
125
McGinn Penninger Investment Management
Virginia
-$299K -6,929 Closed