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ALPS O'Shares US Small-Cap Quality Dividend ETF

123 hedge funds and large institutions have $583M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 15 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

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
HI
101
Harbour Investments
Wisconsin
$108K
OP
102
ORG Partners
Indiana
$72.9K
Comerica Bank
103
Comerica Bank
Texas
$68.8K
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$61.2K
MCP
105
Miller Capital Partners
Michigan
$49.2K
TCM
106
Triumph Capital Management
Colorado
$47.5K
IA
107
IFP Advisors
Florida
$44.3K
CH
108
Canton Hathaway
Rhode Island
$43.7K
CAL
109
Capital Analysts LLC
Pennsylvania
$37K
SFS
110
Sunrise Financial Services
Washington
$35.9K
HFS
111
Hantz Financial Services
Michigan
$32K
GSWM
112
Golden State Wealth Management
California
$30.6K
FFA
113
Farther Finance Advisors
California
$26.4K
AAG
114
Armstrong Advisory Group
Massachusetts
$24.5K
JFGIW
115
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.31K
AC
116
AlphaCore Capital
California
$8.31K
NA
117
NewEdge Advisors
Louisiana
$7.3K
QC
118
Quent Capital
New York
$6.74K
GRP
119
Global Retirement Partners
California
$5.5K
CA
120
CoreCap Advisors
Michigan
$2.8K
AssetMark Inc
121
AssetMark Inc
California
$2.76K
MCM
122
MAI Capital Management
Ohio
$1.75K
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$1.36K
Jane Street
124
Jane Street
New York
Citadel Advisors
125
Citadel Advisors
Florida