ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
117 hedge funds and large institutions have $567M invested in ALPS O'Shares US Small-Cap Quality Dividend ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 34 reducing their positions, and 13 closing their positions.
62% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 34
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
3% more capital invested
Capital invested by funds: $550M → $567M (+$17M)
0.07% less ownership
Funds ownership: 63.72% → 63.65% (-0.07%)
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
2% less funds holding
Funds holding: 119 → 117 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$36.3M |
| 2 |
Morgan Stanley
New York
|
+$14.4M |
| 3 |
KV
Kickstand Ventures
Pittsford,
New York
|
+$8.99M |
| 4 |
Two Sigma Investments
New York
|
+$5.27M |
| 5 |
BI
Berkeley Inc
Boise,
Idaho
|
+$2.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$13.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.6M |
| 3 |
SGDR
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
-$4.54M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$4.46M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.92M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KDA
126
Kraft Davis & Associates
St. Louis,
Missouri
| – | -$238K | -5,472 | Closed |
|
|
FA
127
Fedenia Advisers
Madison,
Wisconsin
| – | -$44.4K | -1,015 | Closed |
|
|
AIC
128
Archer Investment Corporation
Carmel,
Indiana
| – | -$34.5K | -788 | Closed |
|
|
CTB
129
Country Trust Bank
Bloomington,
Illinois
| – | -$21.6K | -495 | Closed |
|
|
NWWA
130
New Wave Wealth Advisors
Springdale,
Arkansas
| – | -$6.08K | -139 | Closed |
|
131
Citigroup
New York
| – | -$3.63K | -83 | Closed |
|
OUSM Hedge Fund Activity: Q1 2025 in Review
117 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) for Q1 2025, worth a combined $567M — up 3.1% from $550M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of OUSM and 12 opened new positions — a net loss of 1 holder — while 34 trimmed existing stakes and 55 added.
The largest buyer was Capital Analysts LLC, opening a new position worth an estimated $36.3M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $13.9M.
- 117 institutional investors held ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) as of Q1 2025, down from 119 in Q4 2024.
- Funds reported $567M of ALPS O'Shares US Small-Cap Quality Dividend ETF stock for Q1 2025, up 3.1% quarter-over-quarter.
- 12 funds opened new ALPS O'Shares US Small-Cap Quality Dividend ETF positions in Q1 2025 and 13 closed out, a net change of -1 holder.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF buyer in Q1 2025 was Capital Analysts LLC, an estimated $36.3M added.
- The largest ALPS O'Shares US Small-Cap Quality Dividend ETF seller in Q1 2025 was Thrivent Financial for Lutherans, an estimated $13.9M sold.
Based on aggregated 13F filings for Q1 2025.